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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

1
AWM
1
Arista Wealth Management
Nevada
$69.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$77.1M
3
SFA
3
Sequoia Financial Advisors
Ohio
$164M
4
LWM
4
Liberty Wealth Management
California
$26M
5
AA
5
Advisory Alpha
Michigan
$25.2M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$31.4M
3
RVPG
3
Relative Value Partners Group
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
MWM
5
Modera Wealth Management
New Jersey
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFP
176
RCS Financial Planning
Maryland
$2.49M -$18.3K -487 -0.7%
PFG
177
Pinnacle Financial Group
Illinois
$2.47M -$74.3K -1,983 -3%
MOS
178
MGO One Seven
Ohio
$2.45M +$128K +3,402 +5%
MFGM
179
Marshall Financial Group (Maryland)
Maryland
$2.32M -$107K -2,860 -4%
AA
180
Auxano Advisors
Washington
$2.28M -$1.96M -52,277 -46%
SWP
181
Stratos Wealth Partners
Ohio
$2.27M +$218K +5,803 +11%
FFA
182
Farther Finance Advisors
California
$2.27M +$70.1K +1,869 +3%
MSWMA
183
Market Street Wealth Management Advisors
Indiana
$2.27M +$232K +6,184 +11%
Truist Financial
184
Truist Financial
North Carolina
$2.25M -$190K -5,056 -8%
AIS
185
American Investment Services
Massachusetts
$2.25M +$274K +7,314 +14%
RGF
186
Retirement Guys Formula
Ohio
$2.21M -$163K -4,351 -7%
TLA
187
Tanglewood Legacy Advisors
Texas
$2.19M -$1.84K -49 -0.1%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$2.16M +$1.48M +39,347 +216%
FCBT
189
First Citizens Bank & Trust
North Carolina
$2.11M – – –
WIA
190
World Investment Advisors
California
$2.11M +$1.48M +39,356 +234%
LWM
191
Lakeridge Wealth Management
Ohio
$2.08M -$344K -9,166 -14%
EWA
192
Elevate Wealth Advisory
Georgia
$2.06M -$137K -3,664 -6%
IC
193
IEQ Capital
California
$2.05M +$3.41K +91 +0.2%
LI
194
LRI Investments
Florida
$2.01M -$7.69K -205 -0.4%
MCA
195
Magnolia Capital Advisors
Mississippi
$2M +$42K +1,119 +2%
FA
196
Financial Alternatives
California
$1.99M -$80.3K -2,142 -4%
CFA
197
Cahill Financial Advisors
Minnesota
$1.91M – – –
AFG
198
Altiora Financial Group
Ohio
$1.9M +$187K +5,000 +11%
UWM
199
USAdvisors Wealth Management
Minnesota
$1.89M -$71K -1,894 -4%
TCBWMS
200
Texas Capital Bank Wealth Management Services
Texas
$1.84M – – –
6 7
8
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