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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

1
AWM
1
Arista Wealth Management
Nevada
$69.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$77.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$164M
4
LWM
4
Liberty Wealth Management
California
$26M
5
AA
5
Advisory Alpha
Michigan
$25.2M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$31.4M
3
RVPG
3
Relative Value Partners Group
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
MWM
5
Modera Wealth Management
New Jersey
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPW
151
Catalyst Private Wealth
California
$3.93M +$163K +4,345 +4%
CA
152
Claris Advisors
Missouri
$3.88M -$287K -7,657 -7%
SFC
153
SYM Financial Corp
Indiana
$3.87M +$156K +4,164 +4%
AWM
154
Apollon Wealth Management
South Carolina
$3.72M +$956K +25,512 +35%
QHA
155
Quarry Hill Advisors
Minnesota
$3.65M -$30.3K -807 -0.8%
QCIG
156
Quad-Cities Investment Group
Iowa
$3.48M +$200K +5,345 +6%
DW
157
Dodds Wealth
Colorado
$3.47M -$33.7K -884 -1%
EFL
158
ERn Financial LLC
Wisconsin
$3.42M -$704K -18,771 -17%
AC
159
Apella Capital
Connecticut
$3.4M +$18.8K +494 +0.6%
FIA
160
Foundations Investment Advisors
Arizona
$3.37M +$751K +20,042 +29%
Two Sigma Investments
161
Two Sigma Investments
New York
$3.06M +$3.06M +81,600 New
SFG
162
Seamount Financial Group
Colorado
$2.99M -$24.3K -648 -0.8%
RJA
163
Raymond James & Associates
Florida
$2.96M -$139K -3,710 -4%
FWP
164
Firethorn Wealth Partners
Georgia
$2.92M +$136K +3,625 +5%
RLIM
165
Red Lighthouse Investment Management
New York
$2.92M – – –
IAG
166
Investmark Advisory Group
Connecticut
$2.9M +$37.1K +990 +1%
Jane Street
167
Jane Street
New York
$2.86M +$2.86M +76,367 New
1WA
168
180 Wealth Advisors
Washington
$2.86M +$181K +4,706 +7%
BWA
169
BCU Wealth Advisors
Illinois
$2.84M +$460K +12,281 +19%
MWM
170
Melfa Wealth Management
Massachusetts
$2.84M -$12.3K -329 -0.4%
RSWA
171
Robinson Smith Wealth Advisors
Maine
$2.84M +$253K +6,756 +10%
EF
172
Exeter Financial
Arizona
$2.82M +$33.1K +883 +1%
WW
173
Waterfront Wealth
Kansas
$2.78M -$184K -4,898 -6%
MWM
174
Meritas Wealth Management
California
$2.57M -$279K -7,445 -10%
VI
175
VanderPol Investments
Michigan
$2.52M +$184K +4,920 +8%
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7
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