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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$15.4M
2
Creative Planning
2
Creative Planning
Kansas
$23.3M
3
SIG
3
Spinnaker Investment Group
California
$57M
4
SFA
4
Sequoia Financial Advisors
Ohio
$118M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$56.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Sollinda Capital Management
Florida
$4.46M +$4.46M +134,203 New
RK
127
Rather & Kittrell
Tennessee
$4.4M +$653K +19,637 +17%
MWM
128
Mattern Wealth Management
Kansas
$4.29M +$29.3K +881 +0.7%
HWM
129
HFG Wealth Management
Texas
$4.19M +$4.19M +126,046 New
ST
130
Sageworth Trust
Pennsylvania
$4.07M +$2.12M +63,832 +109%
ALWM
131
Andrews Lucia Wealth Management
California
$4.04M -$120K -3,617 -3%
SFS
132
Sowell Financial Services
Arkansas
$3.96M +$199K +5,999 +5%
MPCL
133
My Personal CFO LLC
Washington
$3.88M +$493K +14,828 +15%
AA
134
Auxano Advisors
Washington
$3.86M -$86.5K -2,600 -2%
GAM
135
GEM Asset Management
Michigan
$3.8M +$372K +11,190 +11%
CA
136
Claris Advisors
Missouri
$3.76M -$165K -4,959 -4%
RA
137
RFG Advisory
Alabama
$3.73M +$3.73M +112,142 New
RCAG
138
Rehmann Capital Advisory Group
Michigan
$3.69M -$122K -3,663 -3%
DADC
139
D.A. Davidson & Co
Montana
$3.67M +$73.2K +2,200 +2%
PAS
140
Park Avenue Securities
New York
$3.62M +$25K +751 +0.7%
HIA
141
HTG Investment Advisors
Connecticut
$3.55M +$149K +4,468 +4%
HSG
142
Helen Stephens Group
Texas
$3.51M -$39K -1,172 -1%
QFA
143
Quantum Financial Advisors
California
$3.31M -$390K -11,718 -11%
QHA
144
Quarry Hill Advisors
Minnesota
$3.3M -$557K -16,738 -14%
RGF
145
Retirement Guys Formula
Ohio
$3.27M +$688K +20,702 +27%
Goldman Sachs
146
Goldman Sachs
New York
$3.27M +$3.27M +98,268 New
SIS
147
Strategic Investment Solutions
Illinois
$3.26M -$175M -5,258,208 -98%
AC
148
Apella Capital
Connecticut
$3.19M +$4.92K +151 +0.2%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$3.18M +$540K +16,234 +20%
CPW
150
Catalyst Private Wealth
California
$3.17M +$217K +6,526 +7%
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