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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
101
U.S. Capital Wealth Advisors
Texas
$7.67M 209,783 +1,583 +0.8%
WCA
102
Waypoint Capital Advisors
Minnesota
$7.55M 206,708 +2 +0%
BA
103
Bridge Advisory
California
$7.41M 202,741 +1,055 +0.5%
FWM
104
FMB Wealth Management
California
$7.29M 199,554 +3,509 +2%
BPA
105
Beacon Pointe Advisors
California
$7.04M 192,719 +13,438 +7%
GJIA
106
Glass Jacobson Investment Advisors
Maryland
$6.97M 190,649 -13,789 -7%
MCA
107
Maryland Capital Advisors
Maryland
$6.94M 190,052 +10,795 +6%
DPI
108
Diversified Portfolios Inc
Michigan
$6.73M 184,148 -3,892 -2%
AHL
109
Abel Hall LLC
Louisiana
$6.71M 183,575 -85 -0%
WAM
110
Weinberger Asset Management
California
$6.68M 182,744 +12,732 +7%
TFA
111
Teamwork Financial Advisors
Texas
$6.58M 179,954 +31,867 +22%
PAG
112
Private Advisor Group
New Jersey
$6.45M 176,642 +21,665 +14%
CB
113
Centennial Bank
Arkansas
$6.43M 176,061 +176,061 New
HWM
114
Hemington Wealth Management
Virginia
$6.43M 175,855 +175,855 New
MCM
115
Morton Capital Management
California
$6.32M 173,025 -5,226 -3%
CL
116
COWA LLC
Oklahoma
$6.3M 172,205 -12,440 -7%
AFS
117
Annapolis Financial Services
Maryland
$6.2M 169,732 -564,993 -77%
CA
118
CGN Advisors
Kansas
$6.1M 167,048 +15,541 +10%
CWR
119
Chico Wealth RIA
California
$5.67M 155,193 – –
HCM
120
Hutchinson Capital Management
California
$5.58M 152,841 +6,069 +4%
MML Investors Services
121
MML Investors Services
Massachusetts
$5.54M 151,657 +15,644 +12%
CAN
122
Cetera Advisor Networks
California
$5.44M 148,878 +10,910 +8%
HWM
123
Heirloom Wealth Management
Colorado
$5.3M 145,125 +5,240 +4%
RJFSA
124
Raymond James Financial Services Advisors
Florida
$5.2M 142,272 +4,534 +3%
CW
125
CreativeOne Wealth
Kansas
$5.2M 142,254 +142,254 New
3 4
5
6 7