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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
AWA
4
Aquire Wealth Advisors
Utah
$79.9M
5
AWM
5
Arista Wealth Management
Nevada
$14.1M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
151
Ancora Advisors
Ohio
$1.5M -$173K -6,016 -10%
OPS
152
Orion Portfolio Solutions
Nebraska
$1.49M -$1.23M -42,621 -45%
BCI
153
Brinker Capital Investments
Pennsylvania
$1.49M +$1.49M +51,781 New
LSA
154
L & S Advisors
California
$1.49M +$1.49M +51,637 New
SHWM
155
Silicon Hills Wealth Management
Texas
$1.41M +$1.41M +49,172 New
Goldman Sachs
156
Goldman Sachs
New York
$1.41M -$64K -2,223 -4%
WFA
157
WMG Financial Advisors
Tennessee
$1.41M -$2.3M -71,586 -62%
OW
158
Olistico Wealth
Oklahoma
$1.35M -$978 -34 -0.1%
AssetMark Inc
159
AssetMark Inc
California
$1.3M -$3.51K -122 -0.3%
SPA
160
Shore Point Advisors
New Jersey
$1.28M -$21.4K -743 -2%
HighTower Advisors
161
HighTower Advisors
Illinois
$1.27M -$31.9K -1,109 -2%
UWM
162
USAdvisors Wealth Management
Minnesota
$1.27M +$129K +4,469 +11%
EF
163
Exeter Financial
Arizona
$1.25M +$254K +8,839 +26%
MWA
164
Mills Wealth Advisors
Texas
$1.24M +$12.7K +440 +1%
QCIG
165
Quad-Cities Investment Group
Iowa
$1.23M +$588K +20,442 +92%
MFA
166
Morling Financial Advisors
California
$1.13M +$138K +4,782 +14%
AFG
167
Altiora Financial Group
Ohio
$1.11M – – –
CPA
168
Capital Performance Advisors
California
$1.1M -$45.2K -1,571 -4%
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$1.09M +$248K +8,609 +29%
MCA
170
Magnolia Capital Advisors
Mississippi
$1.09M +$13.1K +455 +1%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$1.06M +$323K +11,238 +44%
CFG
172
Cooper Financial Group
California
$1.06M +$1.55K +54 +0.1%
KPWS
173
Kestra Private Wealth Services
Texas
$1.05M -$249K -8,664 -19%
GCM
174
G2 Capital Management
Ohio
$996K -$31.6K -1,098 -3%
BOSSRA
175
B.O.S.S. Retirement Advisors
Utah
$971K +$127K +4,402 +15%
5 6
7
8 9