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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

1
AWM
1
Arista Wealth Management
Nevada
$69.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$77.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$164M
4
LWM
4
Liberty Wealth Management
California
$26M
5
AA
5
Advisory Alpha
Michigan
$25.2M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$31.4M
3
RVPG
3
Relative Value Partners Group
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
MWM
5
Modera Wealth Management
New Jersey
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
126
Canopy Partners
Ohio
$5.48M +$3.38M +90,046 +160%
Osaic Holdings
127
Osaic Holdings
Arizona
$5.31M -$2.86M -76,181 -35%
CIAS
128
Capital Investment Advisory Services
North Carolina
$5.3M +$223K +5,954 +4%
JCM
129
Jacobi Capital Management
Pennsylvania
$5.28M +$78.5K +2,094 +2%
HR
130
Hardy Reed
Mississippi
$5.28M -$56.1K -1,497 -1%
HWM
131
HFG Wealth Management
Texas
$5.2M +$466K +12,436 +10%
HIA
132
HTG Investment Advisors
Connecticut
$5.19M -$71K -1,893 -1%
MWM
133
Mattern Wealth Management
Kansas
$5.1M +$301K +8,018 +6%
HWM
134
Heirloom Wealth Management
Colorado
$4.98M -$461K -12,284 -8%
RS
135
Retirement Solution
Washington
$4.92M -$169K -4,515 -3%
CPWM
136
Cypress Point Wealth Management
Texas
$4.9M -$29.4K -784 -0.6%
AFS
137
Annapolis Financial Services
Maryland
$4.79M -$1.58M -42,020 -25%
GAM
138
GEM Asset Management
Michigan
$4.67M +$160K +4,265 +4%
RK
139
Rather & Kittrell
Tennessee
$4.61M -$146K -3,896 -3%
SRCM
140
Signature Resources Capital Management
California
$4.51M +$2.1K +56 +0%
MPCL
141
My Personal CFO LLC
Washington
$4.48M +$126K +3,358 +3%
ALWM
142
Andrews Lucia Wealth Management
California
$4.44M – – –
ST
143
Sageworth Trust
Pennsylvania
$4.28M -$63.5K -1,695 -1%
PAS
144
Park Avenue Securities
New York
$4.25M +$198K +5,273 +5%
DADC
145
D.A. Davidson & Co
Montana
$4.16M +$93.2K +2,485 +2%
RA
146
RFG Advisory
Alabama
$4.08M -$39.4K -1,050 -1%
RCAG
147
Rehmann Capital Advisory Group
Michigan
$4.07M +$2.21K +59 +0.1%
KAS
148
Kestra Advisory Services
Texas
$4.02M -$231K -6,158 -5%
BOSSRA
149
B.O.S.S. Retirement Advisors
Utah
$4.02M +$1.48M +39,428 +58%
HSG
150
Helen Stephens Group
Texas
$4.01M -$184K -4,912 -4%
4 5
6
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