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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

395 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, 121 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.71%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
29
Increased
194
Reduced
121
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$66.4M
2
EW
2
Evoke Wealth
California
$64.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$49.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.2M
5
AF
5
Allworth Financial
California
$114M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
LWM
2
Liberty Wealth Management
California
$28.5M
3
KA
3
Kure Advisory
Minnesota
$0
4
MWM
4
Modera Wealth Management
New Jersey
$146M
5
BJL
5
Brighton Jones LLC
Washington
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$6.45M +$831K +20,942 +15%
CP
127
Canopy Partners
Ohio
$6.34M +$541K +13,626 +9%
RJFSA
128
Raymond James Financial Services Advisors
Florida
$6.27M -$101K -2,541 -2%
CWR
129
Chico Wealth RIA
California
$6.06M -$104K -2,628 -2%
MWM
130
Mattern Wealth Management
Kansas
$5.78M +$381K +9,611 +7%
HIA
131
HTG Investment Advisors
Connecticut
$5.72M +$228K +5,749 +4%
HR
132
Hardy Reed
Mississippi
$5.58M -$7.94K -200 -0.1%
CIAS
133
Capital Investment Advisory Services
North Carolina
$5.45M -$160K -4,029 -3%
CW
134
CreativeOne Wealth
Kansas
$5.26M +$5.26M +132,653 New
HWM
135
HFG Wealth Management
Texas
$5.2M – – –
HWM
136
Heirloom Wealth Management
Colorado
$5.18M -$95.5K -2,405 -2%
GAM
137
GEM Asset Management
Michigan
$5.08M +$184K +4,691 +4%
AFS
138
Annapolis Financial Services
Maryland
$5.02M -$47.4K -1,194 -0.9%
FWP
139
Firethorn Wealth Partners
Georgia
$5M +$1.91M +48,045 +62%
BOSSRA
140
B.O.S.S. Retirement Advisors
Utah
$4.89M +$633K +15,952 +15%
SRCM
141
Signature Resources Capital Management
California
$4.67M -$108K -2,728 -2%
CPW
142
Catalyst Private Wealth
California
$4.64M +$483K +12,158 +12%
DADC
143
D.A. Davidson & Co
Montana
$4.6M +$193K +4,875 +4%
RK
144
Rather & Kittrell
Tennessee
$4.57M -$305K -7,681 -6%
ALWM
145
Andrews Lucia Wealth Management
California
$4.56M +$2.14K +57 +0%
PAS
146
Park Avenue Securities
New York
$4.54M +$45.2K +1,138 +1%
RS
147
Retirement Solution
Washington
$4.54M -$672K -16,926 -13%
PWMG
148
Private Wealth Management Group
New Jersey
$4.38M +$2.44M +61,531 +126%
HSG
149
Helen Stephens Group
Texas
$4.31M +$71.7K +1,806 +2%
CL
150
COWA LLC
Oklahoma
$4.3M -$2.4M -60,513 -36%
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6
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