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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

1
AWM
1
Arista Wealth Management
Nevada
$69.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$77.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$164M
4
LWM
4
Liberty Wealth Management
California
$26M
5
AA
5
Advisory Alpha
Michigan
$25.2M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$31.4M
3
RVPG
3
Relative Value Partners Group
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
MWM
5
Modera Wealth Management
New Jersey
$151M
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
101
U.S. Capital Wealth Advisors
Texas
$7.94M 211,846 +2,063 +1%
LW
102
Lauer Wealth
Indiana
$7.82M 203,917 +163,317 +402%
GJIA
103
Glass Jacobson Investment Advisors
Maryland
$7.65M 204,126 +13,477 +7%
BA
104
Bridge Advisory
California
$7.63M 203,444 +703 +0.3%
FWM
105
FMB Wealth Management
California
$7.47M 199,209 -345 -0.2%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$7.43M 198,262 +88,272 +80%
IWC
107
Integrated Wealth Concepts
Massachusetts
$7.26M 193,527 -44,320 -19%
DPI
108
Diversified Portfolios Inc
Michigan
$7.24M 193,073 +8,925 +5%
MCA
109
Maryland Capital Advisors
Maryland
$7.16M 191,032 +980 +0.5%
Cerity Partners
110
Cerity Partners
New York
$7.11M 189,533 +125,954 +198%
SIS
111
Strategic Investment Solutions
Illinois
$7.02M 183,415 +183,415 New
AHL
112
Abel Hall LLC
Louisiana
$6.95M 185,324 +1,749 +1%
WAM
113
Weinberger Asset Management
California
$6.88M 183,614 +870 +0.5%
SCM
114
Sollinda Capital Management
Florida
$6.81M 181,692 +40,924 +29%
BPA
115
Beacon Pointe Advisors
California
$6.77M 180,629 -12,090 -6%
WCA
116
Waypoint Capital Advisors
Minnesota
$6.73M 179,552 -27,156 -13%
PAG
117
Private Advisor Group
New Jersey
$6.48M 172,974 -3,668 -2%
CL
118
COWA LLC
Oklahoma
$6.34M 168,998 -3,207 -2%
MCM
119
Morton Capital Management
California
$6.34M 168,981 -4,044 -2%
CA
120
CGN Advisors
Kansas
$6.23M 166,214 -834 -0.5%
RJFSA
121
Raymond James Financial Services Advisors
Florida
$6.02M 160,537 +18,265 +13%
ACA
122
American Capital Advisory
Idaho
$5.87M 176,457 +83,425 +90%
HCM
123
Hutchinson Capital Management
California
$5.82M 155,285 +2,444 +2%
CWR
124
Chico Wealth RIA
California
$5.82M 155,193 – –
MML Investors Services
125
MML Investors Services
Massachusetts
$5.71M 152,186 +529 +0.3%
3 4
5
6 7