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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

163 hedge funds and large institutions have $910M invested in Dimensional US Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 78 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+48
Holders Change %
+41.74%
% of All Funds
2.52%
Holding in Top 10
21
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+133.33%
% of All Funds
0.32%
New
61
Increased
78
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$72.9M
2
UWPG
Ullmann Wealth Partners Group
Florida
$61M
3
SFA
Sequoia Financial Advisors
Ohio
$45M
4
PFM
Parsec Financial Management
North Carolina
$56.6M
5
MWM
Mattern Wealth Management
Kansas
$16M

Top Sellers

1
KMWM
Keudell/Morrison Wealth Management
Oregon
$0
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$0
3
FTUS
Flow Traders U.S.
New York
$0
4
KAS
Kestra Advisory Services
Texas
$0
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Shearwater Capital
Colorado
$308K +$308K +6,147 New
VDBMI
127
Van Den Berg Management I
Texas
$306K +$306K +9,282 New
Citadel Advisors
128
Citadel Advisors
Florida
$299K +$299K +9,064 New
PGFC
129
Peapack-Gladstone Financial Corp
New Jersey
$297K +$297K +9,000 New
FNBSF
130
First National Bank Sioux Falls
South Dakota
$294K – – –
JIC
131
Joel Isaacson & Co
New York
$282K +$282K +8,548 New
MRWM
132
ML&R Wealth Management
Texas
$277K +$277K +8,397 New
AWE
133
Avidian Wealth Enterprises
Texas
$274K +$274K +8,316 New
AC
134
Apella Capital
Connecticut
$260K +$260K +7,880 New
EFS
135
Essex Financial Services
Connecticut
$227K – – –
HighTower Advisors
136
HighTower Advisors
Illinois
$224K +$224K +6,834 New
LCM
137
Liberty Capital Management
Michigan
$223K +$223K +6,771 New
CSB
138
City State Bank
Iowa
$215K +$215K +6,505 New
RF
139
Resolute Financial
Massachusetts
$213K +$213K +6,451 New
TWC
140
TD Waterhouse Canada
Ontario, Canada
$209K +$209K +6,291 New
BWA
141
Blodgett Wealth Advisors
California
$200K +$200K +6,072 New
GAM
142
Gemmer Asset Management
California
$189K +$82.4K +2,490 +77%
MFT
143
Moisand Fitzgerald Tamayo
Florida
$186K +$33 +1 +0%
NFG
144
Next Financial Group
Texas
$104K +$77.6K +2,350 +294%
DHGWA
145
Dixon Hughes Goodman Wealth Advisors
North Carolina
$62K +$62K +1,876 New
GLLW
146
Graves Light Lenhart Wealth
Virginia
$60K – – –
ACA
147
Atlas Capital Advisors
Wyoming
$44.5K – – –
FCFS
148
First Command Financial Services
Texas
$30K – – –
FCB
149
First Command Bank
Texas
$27K – – –
QCG
150
Quadrant Capital Group
Ohio
$24K +$24K +729 New
3 4 5
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