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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
151
Park Avenue Securities
New York
$3.95M -$29.8K -815 -0.7%
CPW
152
Catalyst Private Wealth
California
$3.67M +$187K +5,109 +5%
SFC
153
SYM Financial Corp
Indiana
$3.62M +$696K +19,056 +24%
QHA
154
Quarry Hill Advisors
Minnesota
$3.58M -$42.1K -1,151 -1%
DW
155
Dodds Wealth
Colorado
$3.36M +$687K +18,801 +26%
AC
156
Apella Capital
Connecticut
$3.21M -$330K -9,123 -9%
QCIG
157
Quad-Cities Investment Group
Iowa
$3.2M +$89.5K +2,448 +3%
RJA
158
Raymond James & Associates
Florida
$3.02M +$100K +2,747 +3%
SFG
159
Seamount Financial Group
Colorado
$2.93M +$330K +9,026 +13%
RLIM
160
Red Lighthouse Investment Management
New York
$2.85M – – –
IAG
161
Investmark Advisory Group
Connecticut
$2.79M -$335K -9,175 -11%
WW
162
Waterfront Wealth
Kansas
$2.79M -$88.6K -2,514 -3%
MWM
163
Melfa Wealth Management
Massachusetts
$2.78M +$69.4K +1,899 +3%
MWM
164
Meritas Wealth Management
California
$2.78M -$434K -11,889 -14%
FWP
165
Firethorn Wealth Partners
Georgia
$2.72M -$758K -20,737 -22%
AWM
166
Apollon Wealth Management
South Carolina
$2.7M +$2.47M +67,531 +1,070%
ACA
167
American Capital Advisory
Idaho
$2.68M -$2.4M -83,425 -47%
EF
168
Exeter Financial
Arizona
$2.66M +$118K +3,306 +5%
FIA
169
Foundations Investment Advisors
Arizona
$2.55M +$211K +5,762 +9%
1WA
170
180 Wealth Advisors
Washington
$2.55M +$171K +4,671 +7%
RSWA
171
Robinson Smith Wealth Advisors
Maine
$2.52M -$3.07K -84 -0.1%
PFG
172
Pinnacle Financial Group
Illinois
$2.48M -$165K -4,505 -6%
RFP
173
RCS Financial Planning
Maryland
$2.44M -$1.02M -27,817 -29%
Truist Financial
174
Truist Financial
North Carolina
$2.38M +$83.5K +2,284 +4%
MFGM
175
Marshall Financial Group (Maryland)
Maryland
$2.36M -$359K -9,838 -13%
5 6
7
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