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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

321 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 7 closing their positions.

Holders
321
Holders Change
+19
Holders Change %
+6.29%
% of All Funds
5.06%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
0.88%
New
31
Increased
164
Reduced
87
Closed
7
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
+$29K

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$143M
2
BF
2
Blankinship & Foster
California
$80.2M
3
AWM
3
Arista Wealth Management
Nevada
$48.8M
4
AssetMark Inc
4
AssetMark Inc
California
$16.2M
5
Betterment LLC
5
Betterment LLC
New York
$24.9M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$5.68M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$36.1M
3
Jane Street
3
Jane Street
New York
$1.45M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$225K
5
GT
5
Greenleaf Trust
Michigan
$281K
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
101
Hutchinson Capital Management
California
$4.61M 148,790 – –
MML Investors Services
102
MML Investors Services
Massachusetts
$4.55M 146,768 +14,231 +11%
BPA
103
Beacon Pointe Advisors
California
$4.54M 146,427 +128 +0.1%
FWP
104
Firethorn Wealth Partners
Georgia
$4.39M 141,809 -12,506 -8%
AA
105
Auxano Advisors
Washington
$4.29M 149,167 – –
HWM
106
Heirloom Wealth Management
Colorado
$4.25M 137,116 +20,147 +17%
CAN
107
Cetera Advisor Networks
California
$4.23M 136,456 +4,253 +3%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$4.19M 135,292 -227 -0.2%
CW
109
CreativeOne Wealth
Kansas
$4.16M 134,381 +4,967 +4%
MWM
110
Mattern Wealth Management
Kansas
$4.14M 133,516 -29,230 -18%
WAM
111
Weinberger Asset Management
California
$3.92M 126,540 +24,644 +24%
ALWM
112
Andrews Lucia Wealth Management
California
$3.91M 126,104 -580 -0.5%
CIAS
113
Capital Investment Advisory Services
North Carolina
$3.87M 124,774 +8,401 +7%
RCAG
114
Rehmann Capital Advisory Group
Michigan
$3.7M 119,495 -20,144 -14%
RFP
115
RCS Financial Planning
Maryland
$3.69M 118,943 -19,600 -14%
CA
116
Claris Advisors
Missouri
$3.65M 117,623 -5,650 -5%
QHA
117
Quarry Hill Advisors
Minnesota
$3.63M 117,046 -8,727 -7%
WWM
118
Wolff Wiese Magana
California
$3.59M 115,972 -3,825 -3%
RK
119
Rather & Kittrell
Tennessee
$3.58M 115,584 +1,915 +2%
CPW
120
Catalyst Private Wealth
California
$3.49M 112,503 -56,395 -33%
QFA
121
Quantum Financial Advisors
California
$3.47M 111,830 -30,438 -21%
DADC
122
D.A. Davidson & Co
Montana
$3.37M 108,650 +3,100 +3%
HSG
123
Helen Stephens Group
Texas
$3.28M 105,950 +14,407 +16%
PAS
124
Park Avenue Securities
New York
$3.27M 105,398 +105,398 New
HIA
125
HTG Investment Advisors
Connecticut
$3.12M 100,597 +5,881 +6%
3 4
5
6 7