DFAU icon

Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
AWA
4
Aquire Wealth Advisors
Utah
$79.9M
5
AWM
5
Arista Wealth Management
Nevada
$14.1M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
176
Cerity Partners
New York
$956K +$276K +9,596 +41%
WFAG
177
Wescott Financial Advisory Group
Pennsylvania
$952K +$299K +10,409 +46%
Truist Financial
178
Truist Financial
North Carolina
$949K +$949K +32,970 New
CFA
179
Capstone Financial Advisors
Illinois
$946K +$115 +4 +0%
PCM
180
Parsons Capital Management
Rhode Island
$926K +$129K +4,483 +16%
KAS
181
Kestra Advisory Services
Texas
$906K +$174K +6,043 +24%
IFPG
182
Intrepid Financial Planning Group
Indiana
$881K -$35.4K -1,230 -4%
LFA
183
Lauterbach Financial Advisors
Texas
$881K +$2.45K +85 +0.3%
EAM
184
Evanson Asset Management
California
$874K +$194K +6,733 +28%
RFP
185
Root Financial Partners
California
$846K +$846K +29,417 New
WCA
186
Waypoint Capital Advisors
Minnesota
$834K +$834K +28,974 New
TCBWMS
187
Texas Capital Bank Wealth Management Services
Texas
$823K +$246K +8,550 +43%
RIM
188
Rockbridge Investment Management
New York
$816K +$39.1K +1,359 +5%
AIS
189
American Investment Services
Massachusetts
$814K – – –
TFA
190
Triad Financial Advisors
North Carolina
$803K -$15.1K -524 -2%
Citadel Advisors
191
Citadel Advisors
Florida
$803K +$803K +27,900 New
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$791K +$791K +27,482 New
FNBSF
193
First National Bank Sioux Falls
South Dakota
$781K +$155K +5,373 +25%
TWP
194
Total Wealth Planning
Ohio
$689K +$1.44K +50 +0.2%
CPA
195
Cardiff Park Advisors
California
$683K +$58 +2 +0%
FIA
196
Foundations Investment Advisors
Arizona
$681K +$681K +23,665 New
YWM
197
Yoder Wealth Management
California
$669K +$669K +23,245 New
BFA
198
Beacon Financial Advisory
Ohio
$668K -$93.2K -3,241 -12%
IC
199
IEQ Capital
California
$640K +$105K +3,647 +20%
GAM
200
Gould Asset Management
California
$631K +$80.3K +2,790 +15%
6 7
8
9 10