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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
AWA
4
Aquire Wealth Advisors
Utah
$79.9M
5
AWM
5
Arista Wealth Management
Nevada
$14.1M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
201
CFS Investment Advisory Services
New Jersey
$627K -$246K -8,547 -28%
CWM
202
Cahill Wealth Management
Michigan
$624K -$259K -8,999 -29%
TC
203
TownSquare Capital
Utah
$621K +$10.1K +350 +2%
DWM
204
Dopkins Wealth Management
New York
$619K – – –
PFM
205
Phillips Financial Management
Indiana
$599K +$432 +15 +0.1%
MG
206
Mather Group
Illinois
$575K – – –
BC
207
Barrett & Company
Rhode Island
$567K -$1.93K -67 -0.3%
WIM
208
Warwick Investment Management
Texas
$562K +$562K +19,540 New
HWMT
209
Heritage Wealth Management (Texas)
Texas
$550K +$15.7K +546 +3%
HIGP
210
Hill Investment Group Partners
Missouri
$549K -$2.68K -93 -0.5%
JPMPWA
211
J.P. Morgan Private Wealth Advisors
California
$549K -$10.2K -354 -2%
CMBA
212
C.M. Bidwell & Associates
Hawaii
$530K -$1.84K -64 -0.3%
DF
213
DecisionPoint Financial
Arizona
$527K -$1.87K -65 -0.4%
LW
214
Lauer Wealth
Indiana
$503K +$503K +17,416 New
KAM
215
Kraft Asset Management
Tennessee
$501K +$193K +6,696 +62%
ASN
216
Advisory Services Network
Georgia
$500K -$26.2K -910 -5%
EIA
217
Eldridge Investment Advisors
New Hampshire
$492K +$58 +2 +0%
CFO
218
Colony Family Offices
North Carolina
$487K +$487K +16,930 New
MOS
219
MGO One Seven
Ohio
$471K -$306K -10,643 -39%
SC
220
Shearwater Capital
Colorado
$471K +$313K +10,896 +199%
IAN
221
Integrated Advisors Network
Texas
$464K -$5.32K -185 -1%
OCM
222
Orion Capital Management
California
$461K +$128K +4,433 +38%
PWIA
223
Porter White Investment Advisors
Alabama
$459K +$518 +18 +0.1%
Renaissance Technologies
224
Renaissance Technologies
New York
$440K -$1.55M -53,900 -78%
FOA
225
Five Oceans Advisors
California
$422K -$1.84K -64 -0.4%
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