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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
176
Lakeridge Wealth Management
Ohio
$2.36M -$272K -7,434 -10%
Cerity Partners
177
Cerity Partners
New York
$2.32M -$540K -14,784 -19%
BWA
178
BCU Wealth Advisors
Illinois
$2.32M +$769K +21,042 +49%
RGF
179
Retirement Guys Formula
Ohio
$2.32M -$1.28M -35,025 -36%
VI
180
VanderPol Investments
Michigan
$2.28M +$128K +3,506 +6%
MOS
181
MGO One Seven
Ohio
$2.27M +$176K +4,813 +8%
BOSSRA
182
B.O.S.S. Retirement Advisors
Utah
$2.25M -$65.8K -1,978 -3%
EWA
183
Elevate Wealth Advisory
Georgia
$2.14M -$955K -26,145 -31%
FFA
184
Farther Finance Advisors
California
$2.14M +$456K +12,519 +27%
TLA
185
Tanglewood Legacy Advisors
Texas
$2.13M – – –
FCBT
186
First Citizens Bank & Trust
North Carolina
$2.06M – – –
CP
187
Canopy Partners
Ohio
$2.05M +$1.64M +44,793 +395%
FA
188
Financial Alternatives
California
$2.01M -$30.9K -845 -2%
SWP
189
Stratos Wealth Partners
Ohio
$2M – – –
IC
190
IEQ Capital
California
$2M +$118K +3,229 +6%
MSWMA
191
Market Street Wealth Management Advisors
Indiana
$1.98M +$1.36M +37,145 +217%
LI
192
LRI Investments
Florida
$1.97M +$1.97M +53,858 New
AIS
193
American Investment Services
Massachusetts
$1.93M +$784K +21,454 +69%
UWM
194
USAdvisors Wealth Management
Minnesota
$1.91M +$71.3K +1,954 +4%
CFA
195
Cahill Financial Advisors
Minnesota
$1.87M – – –
BCI
196
Brinker Capital Investments
Pennsylvania
$1.84M -$56.3K -1,540 -3%
OPS
197
Orion Portfolio Solutions
Nebraska
$1.84M -$56.3K -1,540 -3%
MCA
198
Magnolia Capital Advisors
Mississippi
$1.8M +$169K +4,887 +10%
TCBWMS
199
Texas Capital Bank Wealth Management Services
Texas
$1.79M +$526K +14,404 +42%
WA
200
Waverly Advisors
Alabama
$1.73M +$24K +658 +1%
6 7
8
9 10