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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

321 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+19
Holders Change %
+6.29%
% of All Funds
5.06%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
0.88%
New
31
Increased
164
Reduced
87
Closed
7
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
+$29K

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$143M
2
BF
2
Blankinship & Foster
California
$80.2M
3
AWM
3
Arista Wealth Management
Nevada
$48.8M
4
AssetMark Inc
4
AssetMark Inc
California
$16.2M
5
Betterment LLC
5
Betterment LLC
New York
$24.9M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$5.68M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$36.1M
3
Jane Street
3
Jane Street
New York
$1.45M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$225K
5
GT
5
Greenleaf Trust
Michigan
$281K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
126
Strategic Investment Solutions
Illinois
$3.08M -$2.53M -86,175 -45%
MPCL
127
My Personal CFO LLC
Washington
$3.07M +$349K +11,273 +13%
GAM
128
GEM Asset Management
Michigan
$3.06M +$57.1K +1,841 +2%
SFS
129
Sowell Financial Services
Arkansas
$3.03M +$130K +4,196 +4%
AC
130
Apella Capital
Connecticut
$3.01M +$3.01M +97,273 New
MWM
131
Meritas Wealth Management
California
$2.98M – – –
JTWM
132
Jackson Thornton Wealth Management
Alabama
$2.91M +$36.8K +1,186 +1%
TFA
133
Teamwork Financial Advisors
Texas
$2.87M -$652K -21,034 -19%
TLA
134
Tanglewood Legacy Advisors
Texas
$2.73M +$465K +14,995 +21%
MFGM
135
Marshall Financial Group (Maryland)
Maryland
$2.72M -$299K -9,646 -10%
RGF
136
Retirement Guys Formula
Ohio
$2.58M +$163K +5,267 +7%
GA
137
Greenspring Advisors
Maryland
$2.49M -$239K -7,699 -9%
RJA
138
Raymond James & Associates
Florida
$2.42M +$63.4K +2,045 +3%
NA
139
NewEdge Advisors
Louisiana
$2.42M -$31.2K -1,006 -1%
RLIM
140
Red Lighthouse Investment Management
New York
$2.42M – – –
IAG
141
Investmark Advisory Group
Connecticut
$2.35M +$365K +11,780 +18%
WW
142
Waterfront Wealth
Kansas
$2.24M +$231K +7,177 +11%
PFG
143
Pinnacle Financial Group
Illinois
$2.23M – – –
MWM
144
Melfa Wealth Management
Massachusetts
$2.13M -$47.8K -1,541 -2%
OW
145
Olistico Wealth
Oklahoma
$1.97M +$519K +16,737 +36%
1WA
146
180 Wealth Advisors
Washington
$1.89M +$126K +4,070 +7%
FPCG
147
Forum Private Client Group
Indiana
$1.85M +$62.2K +2,008 +3%
FCBT
148
First Citizens Bank & Trust
North Carolina
$1.84M +$1.84M +59,389 New
UBS Group
149
UBS Group
Switzerland
$1.83M +$1.58M +51,103 +654%
SFC
150
SYM Financial Corp
Indiana
$1.82M +$1.82M +58,804 New
4 5
6
7 8