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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
MCA
101
Maryland Capital Advisors
Maryland
$4.68M 156,262 +1,704 +1%
BPA
102
Beacon Pointe Advisors
California
$4.68M 156,131 +9,704 +7%
CWR
103
Chico Wealth RIA
California
$4.65M 155,193 -3,175 -2%
CA
104
CGN Advisors
Kansas
$4.5M 150,160 -1,535 -1%
HCM
105
Hutchinson Capital Management
California
$4.46M 148,856 +66 +0%
MML Investors Services
106
MML Investors Services
Massachusetts
$4.46M 148,791 +2,023 +1%
PAG
107
Private Advisor Group
New Jersey
$4.44M 148,309 -26,067 -15%
WAM
108
Weinberger Asset Management
California
$4.44M 148,216 +21,676 +17%
HR
109
Hardy Reed
Mississippi
$4.4M 146,808 -39,532 -21%
TFA
110
Teamwork Financial Advisors
Texas
$4.34M 144,913 +52,342 +57%
HWM
111
Heirloom Wealth Management
Colorado
$4.19M 139,862 +2,746 +2%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$4.14M 138,330 +104,064 +304%
CAN
113
Cetera Advisor Networks
California
$4.13M 137,843 +1,387 +1%
CIAS
114
Capital Investment Advisory Services
North Carolina
$3.88M 129,708 +4,934 +4%
MWM
115
Mattern Wealth Management
Kansas
$3.84M 128,058 -5,458 -4%
ALWM
116
Andrews Lucia Wealth Management
California
$3.75M 125,178 -926 -0.7%
FWP
117
Firethorn Wealth Partners
Georgia
$3.65M 121,926 -19,883 -14%
AA
118
Auxano Advisors
Washington
$3.55M 118,624 -30,543 -20%
CA
119
Claris Advisors
Missouri
$3.53M 118,025 +402 +0.3%
WWM
120
Wolff Wiese Magana
California
$3.5M 116,989 +1,017 +0.9%
QHA
121
Quarry Hill Advisors
Minnesota
$3.47M 115,953 -1,093 -0.9%
RCAG
122
Rehmann Capital Advisory Group
Michigan
$3.43M 114,654 -4,841 -4%
RFP
123
RCS Financial Planning
Maryland
$3.42M 114,124 -4,819 -4%
SFS
124
Sowell Financial Services
Arkansas
$3.39M 113,027 +15,190 +16%
RK
125
Rather & Kittrell
Tennessee
$3.38M 112,802 -2,782 -2%
3 4
5
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