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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

395 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 121 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.71%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
29
Increased
194
Reduced
121
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$66.4M
2
EW
2
Evoke Wealth
California
$64.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$49.1M
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$27.2M
5
AF
5
Allworth Financial
California
$114M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
LWM
2
Liberty Wealth Management
California
$28.5M
3
KA
3
Kure Advisory
Minnesota
$0
4
MWM
4
Modera Wealth Management
New Jersey
$146M
5
BJL
5
Brighton Jones LLC
Washington
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWA
176
Robinson Smith Wealth Advisors
Maine
$2.94M -$62.2K -1,567 -2%
MWM
177
Melfa Wealth Management
Massachusetts
$2.9M -$109K -2,736 -4%
VI
178
VanderPol Investments
Michigan
$2.84M +$167K +4,202 +6%
WIA
179
World Investment Advisors
California
$2.76M +$532K +13,405 +24%
MOS
180
MGO One Seven
Ohio
$2.7M +$108K +2,714 +4%
MWM
181
Meritas Wealth Management
California
$2.69M -$38.5K -970 -1%
MSWMA
182
Market Street Wealth Management Advisors
Indiana
$2.62M +$216K +5,454 +9%
PFG
183
Pinnacle Financial Group
Illinois
$2.61M -$6.07K -153 -0.2%
I
184
INVST
Indiana
$2.57M +$1.04M +26,090 +67%
RFP
185
RCS Financial Planning
Maryland
$2.53M -$105K -2,634 -4%
RGF
186
Retirement Guys Formula
Ohio
$2.45M +$102K +2,572 +4%
MFGM
187
Marshall Financial Group (Maryland)
Maryland
$2.34M -$117K -2,945 -5%
TLA
188
Tanglewood Legacy Advisors
Texas
$2.31M – – –
FCBT
189
First Citizens Bank & Trust
North Carolina
$2.24M – – –
LI
190
LRI Investments
Florida
$2.22M +$3.92K +95 +0.2%
IC
191
IEQ Capital
California
$2.18M +$3.65K +92 +0.2%
CFA
192
Cahill Financial Advisors
Minnesota
$2.12M +$92.6K +2,332 +5%
CPA
193
Capital Performance Advisors
California
$2.1M +$254K +6,398 +14%
EWA
194
Elevate Wealth Advisory
Georgia
$2.08M -$98.7K -2,487 -5%
AFG
195
Altiora Financial Group
Ohio
$2.07M +$53.8K +1,355 +3%
WA
196
Waverly Advisors
Alabama
$2.05M +$142K +3,588 +7%
FA
197
Financial Alternatives
California
$2.05M -$56.9K -1,433 -3%
LWM
198
Lakeridge Wealth Management
Ohio
$1.96M -$237K -5,974 -11%
OPS
199
Orion Portfolio Solutions
Nebraska
$1.96M +$31.8K +801 +2%
BCI
200
Brinker Capital Investments
Pennsylvania
$1.96M +$31.8K +801 +2%
6 7
8
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