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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
QFA
126
Quantum Financial Advisors
California
$3.33M -$16.1K -536 -0.5%
DADC
127
D.A. Davidson & Co
Montana
$3.24M -$12K -400 -0.4%
PAS
128
Park Avenue Securities
New York
$3.24M +$80.4K +2,685 +3%
CPWM
129
Cypress Point Wealth Management
Texas
$3.19M +$2.81M +93,737 +726%
HSG
130
Helen Stephens Group
Texas
$3.19M +$19.5K +651 +0.6%
GAM
131
GEM Asset Management
Michigan
$3.09M +$129K +4,309 +4%
HIA
132
HTG Investment Advisors
Connecticut
$3.06M +$49.6K +1,657 +2%
MPCL
133
My Personal CFO LLC
Washington
$3.05M +$87.5K +2,920 +3%
AC
134
Apella Capital
Connecticut
$2.92M +$10K +334 +0.3%
JTWM
135
Jackson Thornton Wealth Management
Alabama
$2.86M +$50.3K +1,678 +2%
CPW
136
Catalyst Private Wealth
California
$2.66M -$710K -23,722 -21%
UBS Group
137
UBS Group
Switzerland
$2.65M +$887K +29,604 +50%
TLA
138
Tanglewood Legacy Advisors
Texas
$2.64M – – –
MWM
139
Meritas Wealth Management
California
$2.63M -$248K -8,275 -9%
RVPG
140
Relative Value Partners Group
$2.52M +$2.52M +84,015 New
MFGM
141
Marshall Financial Group (Maryland)
Maryland
$2.51M -$122K -4,074 -5%
IAG
142
Investmark Advisory Group
Connecticut
$2.5M +$226K +7,559 +10%
WW
143
Waterfront Wealth
Kansas
$2.42M +$383K +13,084 +19%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$2.38M +$954K +31,860 +67%
RLIM
145
Red Lighthouse Investment Management
New York
$2.34M – – –
RGF
146
Retirement Guys Formula
Ohio
$2.33M -$167K -5,582 -7%
MWM
147
Melfa Wealth Management
Massachusetts
$2.23M +$174K +5,820 +8%
GA
148
Greenspring Advisors
Maryland
$2.2M -$206K -6,880 -9%
PFG
149
Pinnacle Financial Group
Illinois
$2.16M – – –
QCIG
150
Quad-Cities Investment Group
Iowa
$2.12M +$538K +17,958 +34%
4 5
6
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