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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

395 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 121 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.71%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
29
Increased
194
Reduced
121
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$66.4M
2
EW
2
Evoke Wealth
California
$64.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$49.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.2M
5
AF
5
Allworth Financial
California
$114M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
LWM
2
Liberty Wealth Management
California
$28.5M
3
KA
3
Kure Advisory
Minnesota
$0
4
MWM
4
Modera Wealth Management
New Jersey
$146M
5
BJL
5
Brighton Jones LLC
Washington
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
151
Rehmann Capital Advisory Group
Michigan
$4.3M -$9.49K -239 -0.2%
FIA
152
Foundations Investment Advisors
Arizona
$4.3M +$726K +18,290 +20%
Truist Financial
153
Truist Financial
North Carolina
$4.27M +$1.88M +47,353 +79%
SFC
154
SYM Financial Corp
Indiana
$4.18M +$87.2K +2,197 +2%
ST
155
Sageworth Trust
Pennsylvania
$4.07M -$457K -11,523 -10%
CA
156
Claris Advisors
Missouri
$4.01M -$98K -2,468 -2%
MPCL
157
My Personal CFO LLC
Washington
$3.98M -$768K -19,340 -16%
KAS
158
Kestra Advisory Services
Texas
$3.98M -$283K -7,131 -7%
QCIG
159
Quad-Cities Investment Group
Iowa
$3.92M +$233K +5,868 +6%
AWM
160
Apollon Wealth Management
South Carolina
$3.83M -$111K -2,790 -3%
QHA
161
Quarry Hill Advisors
Minnesota
$3.77M -$92.6K -2,333 -2%
BWA
162
BCU Wealth Advisors
Illinois
$3.67M +$658K +16,570 +22%
RA
163
RFG Advisory
Alabama
$3.64M -$686K -17,290 -16%
DW
164
Dodds Wealth
Colorado
$3.63M +$6.29K +158 +0.2%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$3.48M +$1.2M +30,190 +52%
AC
166
Apella Capital
Connecticut
$3.47M -$36.8K -937 -1%
SWP
167
Stratos Wealth Partners
Ohio
$3.41M +$1.01M +25,378 +42%
SFG
168
Seamount Financial Group
Colorado
$3.16M +$2.98K +75 +0.1%
WW
169
Waterfront Wealth
Kansas
$3.15M +$170K +4,231 +6%
1WA
170
180 Wealth Advisors
Washington
$3.13M +$169K +4,261 +6%
IAG
171
Investmark Advisory Group
Connecticut
$3.1M +$35.1K +884 +1%
RLIM
172
Red Lighthouse Investment Management
New York
$3.1M – – –
EFL
173
ERn Financial LLC
Wisconsin
$3.01M -$607K -15,291 -17%
EF
174
Exeter Financial
Arizona
$2.99M +$6.07K +153 +0.2%
RJA
175
Raymond James & Associates
Florida
$2.97M -$163K -4,108 -5%
5 6
7
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