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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
VWA
1
Valued Wealth Advisors
Utah
$19.3M
2
SIA
2
Spectrum Investment Advisors
Wisconsin
$18.4M
3
OIA
3
OneDigital Investment Advisors
Kansas
$15.4M
4
FWM
4
Fonville Wealth Management
Virginia
$14M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$13M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Market Value Shares Shares
Change 		Shares
Change %
GJIA
101
Glass Jacobson Investment Advisors
Maryland
$6.8M 204,438 -12,385 -6%
BA
102
Bridge Advisory
California
$6.71M 201,686 +7,479 +4%
FWM
103
FMB Wealth Management
California
$6.52M 196,045 -3,894 -2%
DPI
104
Diversified Portfolios Inc
Michigan
$6.25M 188,040 -4,514 -2%
CL
105
COWA LLC
Oklahoma
$6.14M 184,645 -3,795 -2%
AHL
106
Abel Hall LLC
Louisiana
$6.11M 183,660 +183,660 New
BPA
107
Beacon Pointe Advisors
California
$5.96M 179,281 +23,150 +15%
MCA
108
Maryland Capital Advisors
Maryland
$5.96M 179,257 +22,995 +15%
MCM
109
Morton Capital Management
California
$5.93M 178,251 -9,519 -5%
ACA
110
American Capital Advisory
Idaho
$5.87M 176,457 +176,457 New
WAM
111
Weinberger Asset Management
California
$5.65M 170,012 +21,796 +15%
CWR
112
Chico Wealth RIA
California
$5.16M 155,193 – –
PAG
113
Private Advisor Group
New Jersey
$5.15M 154,977 +6,668 +4%
CA
114
CGN Advisors
Kansas
$5.04M 151,507 +1,347 +0.9%
TFA
115
Teamwork Financial Advisors
Texas
$4.92M 148,087 +3,174 +2%
HCM
116
Hutchinson Capital Management
California
$4.88M 146,772 -2,084 -1%
HR
117
Hardy Reed
Mississippi
$4.73M 142,252 -4,556 -3%
SRCM
118
Signature Resources Capital Management
California
$4.72M 141,912 +141,912 New
HWM
119
Heirloom Wealth Management
Colorado
$4.65M 139,885 +23 +0%
CAN
120
Cetera Advisor Networks
California
$4.59M 137,968 +125 +0.1%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$4.58M 137,738 -33,621 -20%
RS
122
Retirement Solution
Washington
$4.57M 137,493 -66,546 -33%
EFL
123
ERn Financial LLC
Wisconsin
$4.57M 137,948 -88,589 -39%
CIAS
124
Capital Investment Advisory Services
North Carolina
$4.54M 136,533 +6,825 +5%
MML Investors Services
125
MML Investors Services
Massachusetts
$4.52M 136,013 -12,778 -9%
3 4
5
6 7