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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

395 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 121 reducing their positions, and 15 closing their positions.

Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.71%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
29
Increased
194
Reduced
121
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$66.4M
2
EW
2
Evoke Wealth
California
$64.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$49.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.2M
5
AF
5
Allworth Financial
California
$114M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
LWM
2
Liberty Wealth Management
California
$28.5M
3
KA
3
Kure Advisory
Minnesota
$0
4
MWM
4
Modera Wealth Management
New Jersey
$146M
5
BJL
5
Brighton Jones LLC
Washington
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
101
U.S. Capital Wealth Advisors
Texas
$8.47M 213,399 +1,553 +0.7%
FFA
102
Farther Finance Advisors
California
$8.44M 212,610 +152,090 +251%
GJIA
103
Glass Jacobson Investment Advisors
Maryland
$8.34M 210,152 +6,026 +3%
WAM
104
Weinberger Asset Management
California
$8.28M 208,679 +25,065 +14%
BA
105
Bridge Advisory
California
$8.26M 208,062 +4,618 +2%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$8.23M 207,380 -8,217 -4%
MML Investors Services
107
MML Investors Services
Massachusetts
$8M 201,669 +49,483 +33%
MCA
108
Maryland Capital Advisors
Maryland
$7.99M 201,206 +10,174 +5%
FWM
109
FMB Wealth Management
California
$7.89M 198,774 -435 -0.2%
SIS
110
Strategic Investment Solutions
Illinois
$7.82M 197,103 +13,688 +7%
IWC
111
Integrated Wealth Concepts
Massachusetts
$7.7M 193,880 +353 +0.2%
ATI
112
ARK & TLK Investments
Oklahoma
$7.54M 189,957 -28,729 -13%
Cerity Partners
113
Cerity Partners
New York
$7.45M 187,682 -1,851 -1%
AHL
114
Abel Hall LLC
Louisiana
$7.33M 184,621 -703 -0.4%
SCM
115
Sollinda Capital Management
Florida
$7.25M 182,564 +872 +0.5%
HCM
116
Hutchinson Capital Management
California
$7.23M 182,170 +26,885 +17%
WCA
117
Waypoint Capital Advisors
Minnesota
$7.13M 179,556 +4 +0%
DPI
118
Diversified Portfolios Inc
Michigan
$7.11M 179,076 -13,997 -7%
JCM
119
Jacobi Capital Management
Pennsylvania
$7.06M 177,937 +37,058 +26%
PAG
120
Private Advisor Group
New Jersey
$6.77M 170,632 -2,342 -1%
CPWM
121
Cypress Point Wealth Management
Texas
$6.77M 170,578 +39,899 +31%
CA
122
CGN Advisors
Kansas
$6.75M 170,048 +3,834 +2%
ACA
123
American Capital Advisory
Idaho
$6.58M 165,844 -10,613 -6%
BPA
124
Beacon Pointe Advisors
California
$6.56M 165,202 -15,427 -9%
MCM
125
Morton Capital Management
California
$6.5M 163,780 -5,201 -3%
3 4
5
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