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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
126
Hardy Reed
Mississippi
$5.2M – – –
PS
127
Portfolio Strategies
New York
$5.2M +$5.2M +142,252 New
SCM
128
Sollinda Capital Management
Florida
$5.14M +$240K +6,565 +5%
HIA
129
HTG Investment Advisors
Connecticut
$5.12M +$1.23M +33,533 +31%
JCM
130
Jacobi Capital Management
Pennsylvania
$5.07M +$3.78M +103,458 +293%
RS
131
Retirement Solution
Washington
$4.96M -$60.7K -1,661 -1%
CIAS
132
Capital Investment Advisory Services
North Carolina
$4.94M -$45.2K -1,237 -0.9%
CPWM
133
Cypress Point Wealth Management
Texas
$4.8M +$1.5M +40,995 +45%
MWM
134
Mattern Wealth Management
Kansas
$4.68M -$34.6K -946 -0.7%
RK
135
Rather & Kittrell
Tennessee
$4.63M -$206K -5,648 -4%
HWM
136
HFG Wealth Management
Texas
$4.61M +$4.97K +136 +0.1%
ALWM
137
Andrews Lucia Wealth Management
California
$4.44M +$1.43K +39 +0%
MPCL
138
My Personal CFO LLC
Washington
$4.25M -$20K -548 -0.5%
ST
139
Sageworth Trust
Pennsylvania
$4.23M -$239K -6,540 -5%
GAM
140
GEM Asset Management
Michigan
$4.19M +$210K +6,038 +5%
KAS
141
Kestra Advisory Services
Texas
$4.15M +$2.37M +64,986 +134%
AA
142
Auxano Advisors
Washington
$4.13M -$109K -2,980 -3%
HSG
143
Helen Stephens Group
Texas
$4.08M +$231K +6,333 +6%
CA
144
Claris Advisors
Missouri
$4.06M -$70.1K -1,918 -2%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$4.02M +$520K +14,223 +15%
RA
146
RFG Advisory
Alabama
$4.02M -$81K -2,217 -2%
EFL
147
ERn Financial LLC
Wisconsin
$4.01M -$1.03M -28,078 -20%
SRCM
148
Signature Resources Capital Management
California
$4M -$717K -21,563 -15%
RCAG
149
Rehmann Capital Advisory Group
Michigan
$3.97M -$86.9K -2,378 -2%
DADC
150
D.A. Davidson & Co
Montana
$3.96M -$73.1K -2,000 -2%
4 5
6
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