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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
176
HighTower Advisors
Illinois
$1.24M +$150 +5 +0%
Truist Financial
177
Truist Financial
North Carolina
$1.24M +$57.3K +1,913 +5%
MCA
178
Magnolia Capital Advisors
Mississippi
$1.23M +$140K +4,845 +13%
WFA
179
WMG Financial Advisors
Tennessee
$1.22M +$61.8K +1,970 +5%
KAS
180
Kestra Advisory Services
Texas
$1.2M +$47.3K +1,579 +4%
Jane Street
181
Jane Street
New York
$1.17M -$232K -7,746 -17%
AFG
182
Altiora Financial Group
Ohio
$1.16M – – –
CFG
183
Cooper Financial Group
California
$1.11M +$1.8K +60 +0.2%
FFM
184
Forum Financial Management
Illinois
$1.09M -$3.56K -119 -0.3%
TFA
185
Triad Financial Advisors
North Carolina
$1.06M +$131K +4,366 +14%
AWA
186
Acorn Wealth Advisors
Michigan
$1.02M +$262K +8,754 +34%
PCM
187
Parsons Capital Management
Rhode Island
$1M -$3.86K -129 -0.4%
WFAG
188
Wescott Financial Advisory Group
Pennsylvania
$995K +$1.95K +65 +0.2%
CFA
189
Capstone Financial Advisors
Illinois
$985K +$120 +4 +0%
GCM
190
G2 Capital Management
Ohio
$983K -$34.5K -1,151 -3%
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$982K -$285K -9,518 -22%
TCBWMS
192
Texas Capital Bank Wealth Management Services
Texas
$978K +$112K +3,749 +13%
EAM
193
Evanson Asset Management
California
$923K -$4.25K -142 -0.5%
IFPG
194
Intrepid Financial Planning Group
Indiana
$914K -$2.46K -82 -0.3%
RIM
195
Rockbridge Investment Management
New York
$903K +$17.8K +595 +2%
LFA
196
Lauterbach Financial Advisors
Texas
$882K -$15.5K -518 -2%
SWM
197
Sanctuary Wealth Management
Idaho
$864K +$7.19K +240 +0.8%
KPWS
198
Kestra Private Wealth Services
Texas
$858K -$29.9K -997 -3%
AIS
199
American Investment Services
Massachusetts
$843K +$14.2K +475 +2%
SWP
200
Stratos Wealth Partners
Ohio
$839K +$839K +28,009 New
6 7
8
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