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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
OIA
1
OneDigital Investment Advisors
Kansas
$15.4M
2
Creative Planning
2
Creative Planning
Kansas
$23.3M
3
SIG
3
Spinnaker Investment Group
California
$57M
4
SFA
4
Sequoia Financial Advisors
Ohio
$118M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$56.1M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
176
Foundations Investment Advisors
Arizona
$2.18M +$353K +10,380 +19%
1WA
177
180 Wealth Advisors
Washington
$2.15M +$122K +3,699 +6%
Truist Financial
178
Truist Financial
North Carolina
$2.09M +$718K +21,590 +52%
VI
179
VanderPol Investments
Michigan
$1.96M +$1.96M +58,889 New
TLA
180
Tanglewood Legacy Advisors
Texas
$1.94M -$986K -29,664 -34%
MOS
181
MGO One Seven
Ohio
$1.9M +$69.8K +2,098 +4%
FCBT
182
First Citizens Bank & Trust
North Carolina
$1.87M +$75.4K +2,268 +4%
FA
183
Financial Alternatives
California
$1.86M -$14K -421 -0.7%
SWP
184
Stratos Wealth Partners
Ohio
$1.82M +$893K +26,844 +96%
MHS
185
M Holdings Securities
Oregon
$1.82M -$1.23K -37 -0.1%
OPS
186
Orion Portfolio Solutions
Nebraska
$1.71M -$53.8K -1,625 -3%
BCI
187
Brinker Capital Investments
Pennsylvania
$1.71M -$53.8K -1,625 -3%
Morgan Stanley
188
Morgan Stanley
New York
$1.71M +$1.19M +35,901 +230%
IC
189
IEQ Capital
California
$1.71M -$19.2K -576 -1%
CFA
190
Cahill Financial Advisors
Minnesota
$1.7M -$6.78K -204 -0.4%
Susquehanna International Group
191
Susquehanna International Group
Pennsylvania
$1.69M -$2.91M -87,638 -63%
FPCG
192
Forum Private Client Group
Indiana
$1.68M +$1.68M +50,632 New
UWM
193
USAdvisors Wealth Management
Minnesota
$1.68M -$7.02K -211 -0.4%
MCA
194
Magnolia Capital Advisors
Mississippi
$1.61M +$165K +4,816 +11%
KAS
195
Kestra Advisory Services
Texas
$1.61M +$280K +8,423 +21%
MFA
196
Morling Financial Advisors
California
$1.56M +$35.7K +1,074 +2%
WA
197
Waverly Advisors
Alabama
$1.56M -$50.1K -1,507 -3%
CPA
198
Capital Performance Advisors
California
$1.54M -$11.1K -334 -0.7%
FFA
199
Farther Finance Advisors
California
$1.53M +$1.12M +33,725 +272%
AFG
200
Altiora Financial Group
Ohio
$1.52M +$237K +7,120 +18%
6 7
8
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