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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OW
151
Olistico Wealth
Oklahoma
$2.08M +$168K +5,613 +9%
EF
152
Exeter Financial
Arizona
$1.91M +$402K +13,438 +27%
SFC
153
SYM Financial Corp
Indiana
$1.9M +$144K +4,795 +8%
1WA
154
180 Wealth Advisors
Washington
$1.84M +$17.9K +598 +1%
BOSSRA
155
B.O.S.S. Retirement Advisors
Utah
$1.84M +$405K +13,536 +28%
NA
156
NewEdge Advisors
Louisiana
$1.79M -$549K -18,318 -23%
ST
157
Sageworth Trust
Pennsylvania
$1.75M +$244K +8,161 +16%
FA
158
Financial Alternatives
California
$1.69M -$43.9K -1,465 -3%
MOS
159
MGO One Seven
Ohio
$1.65M +$1.12M +37,270 +209%
MHS
160
M Holdings Securities
Oregon
$1.64M +$524K +17,475 +47%
Cerity Partners
161
Cerity Partners
New York
$1.64M +$931K +31,083 +131%
FCBT
162
First Citizens Bank & Trust
North Carolina
$1.62M -$159K -5,325 -9%
FIA
163
Foundations Investment Advisors
Arizona
$1.61M +$417K +13,937 +35%
OPS
164
Orion Portfolio Solutions
Nebraska
$1.6M +$18.5K +618 +1%
BCI
165
Brinker Capital Investments
Pennsylvania
$1.6M +$18.5K +618 +1%
IC
166
IEQ Capital
California
$1.56M +$807K +26,948 +107%
CFA
167
Cahill Financial Advisors
Minnesota
$1.54M – – –
UWM
168
USAdvisors Wealth Management
Minnesota
$1.51M +$80.3K +2,683 +6%
AA
169
Ancora Advisors
Ohio
$1.47M -$67K -2,237 -4%
WA
170
Waverly Advisors
Alabama
$1.45M – – –
CPA
171
Capital Performance Advisors
California
$1.4M -$19.2K -641 -1%
MFA
172
Morling Financial Advisors
California
$1.37M +$14.9K +498 +1%
SPA
173
Shore Point Advisors
New Jersey
$1.31M -$29.9K -999 -2%
TC
174
TownSquare Capital
Utah
$1.27M +$433K +14,447 +52%
WCA
175
Waypoint Capital Advisors
Minnesota
$1.27M +$120 +4 +0%
5 6
7
8 9