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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

321 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+19
Holders Change %
+6.29%
% of All Funds
5.06%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
0.88%
New
31
Increased
164
Reduced
87
Closed
7
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
+$29K

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$143M
2
BF
2
Blankinship & Foster
California
$80.2M
3
AWM
3
Arista Wealth Management
Nevada
$48.8M
4
AssetMark Inc
4
AssetMark Inc
California
$16.2M
5
Betterment LLC
5
Betterment LLC
New York
$24.9M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$5.68M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$36.1M
3
Jane Street
3
Jane Street
New York
$1.45M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$225K
5
GT
5
Greenleaf Trust
Michigan
$281K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
176
Kestra Advisory Services
Texas
$1.19M +$215K +6,951 +22%
MCA
177
Magnolia Capital Advisors
Mississippi
$1.17M -$8.77K -283 -0.7%
MHS
178
M Holdings Securities
Oregon
$1.16M -$580K -18,731 -33%
WFA
179
WMG Financial Advisors
Tennessee
$1.15M -$210K -6,784 -15%
CFG
180
Cooper Financial Group
California
$1.14M +$1.86K +60 +0.2%
FFM
181
Forum Financial Management
Illinois
$1.13M +$1.13M +36,559 New
FTUS
182
Flow Traders U.S.
New York
$1.13M +$1.13M +36,421 New
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$1.06M -$1.25M -40,374 -54%
GCM
184
G2 Capital Management
Ohio
$1.05M -$20K -646 -2%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$1.05M +$194K +6,260 +23%
PCM
186
Parsons Capital Management
Rhode Island
$1.04M +$45.1K +1,456 +5%
WFAG
187
Wescott Financial Advisory Group
Pennsylvania
$1.03M +$2.01K +65 +0.2%
CFA
188
Capstone Financial Advisors
Illinois
$1.02M +$155 +5 +0%
EAM
189
Evanson Asset Management
California
$959K +$17.2K +555 +2%
TFA
190
Triad Financial Advisors
North Carolina
$958K +$92.8K +2,995 +11%
IFPG
191
Intrepid Financial Planning Group
Indiana
$948K -$713 -23 -0.1%
LFA
192
Lauterbach Financial Advisors
Texas
$929K -$19.6K -631 -2%
KPWS
193
Kestra Private Wealth Services
Texas
$919K -$215K -6,929 -19%
RIM
194
Rockbridge Investment Management
New York
$916K +$37.3K +1,205 +4%
TCBWMS
195
Texas Capital Bank Wealth Management Services
Texas
$895K +$9.17K +296 +1%
SWM
196
Sanctuary Wealth Management
Idaho
$886K +$886K +28,598 New
TC
197
TownSquare Capital
Utah
$867K +$198K +6,398 +30%
RFP
198
Root Financial Partners
California
$865K -$47.1K -1,519 -5%
AIS
199
American Investment Services
Massachusetts
$857K -$76K -2,452 -8%
FNBSF
200
First National Bank Sioux Falls
South Dakota
$841K – – –
6 7
8
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