DFAU icon

Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
AWA
4
Aquire Wealth Advisors
Utah
$79.9M
5
AWM
5
Arista Wealth Management
Nevada
$14.1M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
JTWM
126
Jackson Thornton Wealth Management
Alabama
$2.67M +$429K +14,906 +19%
GT
127
Greenleaf Trust
Michigan
$2.65M – – –
HSG
128
Helen Stephens Group
Texas
$2.63M +$67.9K +2,360 +3%
GA
129
Greenspring Advisors
Maryland
$2.53M +$2.15M +74,821 +568%
MPCL
130
My Personal CFO LLC
Washington
$2.53M +$2.28M +79,121 +912%
BAM
131
Baldrige Asset Management
Pennsylvania
$2.29M +$28.1K +978 +1%
NA
132
NewEdge Advisors
Louisiana
$2.27M +$1.41M +49,014 +163%
RGF
133
Retirement Guys Formula
Ohio
$2.25M +$39.8K +1,385 +2%
RLIM
134
Red Lighthouse Investment Management
New York
$2.24M – – –
RJA
135
Raymond James & Associates
Florida
$2.19M +$49.2K +1,711 +2%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$2.15M -$730K -25,360 -25%
CL
137
COWA LLC
Oklahoma
$2.13M +$2M +3,076,595 +1,624%
TLA
138
Tanglewood Legacy Advisors
Texas
$2.1M +$2.1M +73,005 New
PFG
139
Pinnacle Financial Group
Illinois
$2.07M -$8.43K -293 -0.4%
MWM
140
Melfa Wealth Management
Massachusetts
$2.02M +$35K +1,217 +2%
V
141
VeraBank
Texas
$2.01M +$2.01M +69,767 New
IAG
142
Investmark Advisory Group
Connecticut
$1.85M +$425K +14,773 +30%
MWM
143
Modera Wealth Management
New Jersey
$1.81M +$1.27M +44,316 +236%
WW
144
Waterfront Wealth
Kansas
$1.8M +$1.8M +62,454 New
FA
145
Financial Alternatives
California
$1.66M -$57.6K -2,001 -3%
FPCG
146
Forum Private Client Group
Indiana
$1.66M -$9.03K -314 -0.5%
1WA
147
180 Wealth Advisors
Washington
$1.63M +$163K +5,652 +11%
PFO
148
Pathstone Family Office
New Jersey
$1.62M -$3.43M -119,075 -68%
MHS
149
M Holdings Securities
Oregon
$1.61M +$1M +34,893 +165%
CFA
150
Cahill Financial Advisors
Minnesota
$1.5M – – –
4 5
6
7 8