We are live on ! Find out more
DFAU icon

Dimensional US Core Equity Market ETF

396 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 122 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

59% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $3.67B → $4.11B (+$438M)

3% more funds holding

Funds holding: 385396 (+11)

0.07% less ownership

Funds ownership: 63.28%63.21% (-0.07%)

3% less funds holding in top 10

Funds holding in top 10: 7573 (-2)

Holders
396
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.69%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.05%
New
29
Increased
194
Reduced
122
Closed
15
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$6.45M +$800K +20,942 +15%
CP
127
Canopy Partners
Ohio
$6.34M +$520K +13,626 +9%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$6.27M -$97.1K -2,541 -2%
CWR
129
Chico Wealth RIA
California
$6.06M -$100K -2,628 -2%
MWM
130
Mattern Wealth Management
Kansas
$5.78M +$367K +9,611 +7%
HIA
131
HTG Investment Advisors
Connecticut
$5.72M +$220K +5,749 +4%
HR
132
Hardy Reed
Mississippi
$5.58M -$7.64K -200 -0.1%
CIAS
133
Capital Investment Advisory Services
North Carolina
$5.45M -$154K -4,029 -3%
CW
134
CreativeOne Wealth
Kansas
$5.26M +$5.07M +132,653 New
HWM
135
HFG Wealth Management
Texas
$5.2M
HWM
136
Heirloom Wealth Management
Colorado
$5.18M -$91.9K -2,405 -2%
GAM
137
GEM Asset Management
Michigan
$5.08M +$179K +4,691 +4%
AFS
138
Annapolis Financial Services
Maryland
$5.02M -$45.6K -1,194 -0.9%
FWP
139
Firethorn Wealth Partners
Georgia
$5M +$1.84M +48,045 +62%
BOSSRA
140
B.O.S.S. Retirement Advisors
Utah
$4.89M +$609K +15,952 +15%
SRCM
141
Signature Resources Capital Management
California
$4.67M -$104K -2,728 -2%
CPW
142
Catalyst Private Wealth
California
$4.64M +$464K +12,158 +12%
DADC
143
D.A. Davidson & Co
Montana
$4.6M +$186K +4,875 +4%
RK
144
Rather & Kittrell
Tennessee
$4.57M -$293K -7,681 -6%
ALWM
145
Andrews Lucia Wealth Management
California
$4.56M +$2.18K +57 +0%
PAS
146
Park Avenue Securities
New York
$4.54M +$43.5K +1,138 +1%
RS
147
Retirement Solution
Washington
$4.54M -$646K -16,926 -13%
PWMG
148
Private Wealth Management Group
New Jersey
$4.38M +$2.35M +61,531 +126%
HSG
149
Helen Stephens Group
Texas
$4.31M +$69K +1,806 +2%
CL
150
COWA LLC
Oklahoma
$4.3M -$2.31M -60,513 -36%