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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$15.4M
2
Creative Planning
2
Creative Planning
Kansas
$23.3M
3
SIG
3
Spinnaker Investment Group
California
$57M
4
SFA
4
Sequoia Financial Advisors
Ohio
$118M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$56.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
151
Firethorn Wealth Partners
Georgia
$3.16M -$891K -26,808 -22%
RFP
152
RCS Financial Planning
Maryland
$3.15M -$645K -19,405 -17%
CPWM
153
Cypress Point Wealth Management
Texas
$3.01M -$538K -16,189 -15%
MWM
154
Meritas Wealth Management
California
$2.92M – – –
GA
155
Greenspring Advisors
Maryland
$2.86M +$421K +12,647 +17%
IAG
156
Investmark Advisory Group
Connecticut
$2.84M +$66K +1,986 +2%
EWA
157
Elevate Wealth Advisory
Georgia
$2.82M +$2.82M +84,793 New
QCIG
158
Quad-Cities Investment Group
Iowa
$2.81M +$466K +14,075 +20%
WW
159
Waterfront Wealth
Kansas
$2.71M -$38.5K -1,157 -1%
Jane Street
160
Jane Street
New York
$2.68M +$1.39M +41,705 +107%
RJA
161
Raymond James & Associates
Florida
$2.66M -$8.87M -266,714 -77%
SFC
162
SYM Financial Corp
Indiana
$2.66M +$544K +16,375 +26%
Cerity Partners
163
Cerity Partners
New York
$2.61M +$786K +23,640 +43%
RLIM
164
Red Lighthouse Investment Management
New York
$2.59M – – –
NA
165
NewEdge Advisors
Louisiana
$2.57M +$561K +16,644 +28%
MFGM
166
Marshall Financial Group (Maryland)
Maryland
$2.48M -$309K -9,286 -11%
MWM
167
Melfa Wealth Management
Massachusetts
$2.47M -$5.69K -171 -0.2%
DW
168
Dodds Wealth
Colorado
$2.43M +$2.43M +73,144 New
PFG
169
Pinnacle Financial Group
Illinois
$2.4M +$6.65K +200 +0.3%
LWM
170
Lakeridge Wealth Management
Ohio
$2.4M +$2.4M +72,058 New
SFG
171
Seamount Financial Group
Colorado
$2.37M +$2.37M +71,289 New
EF
172
Exeter Financial
Arizona
$2.34M +$241K +7,289 +11%
BOSSRA
173
B.O.S.S. Retirement Advisors
Utah
$2.32M +$280K +8,410 +14%
AA
174
Ancora Advisors
Ohio
$2.31M +$676K +20,330 +41%
RSWA
175
Robinson Smith Wealth Advisors
Maine
$2.3M +$2.3M +69,089 New
5 6
7
8 9