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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kooman & Associates
Pennsylvania
$72.4M
5
MWM
5
Modera Wealth Management
New Jersey
$146M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBSF
201
First National Bank Sioux Falls
South Dakota
$813K – – –
CPA
202
Cardiff Park Advisors
California
$795K +$83.8K +2,797 +12%
RFP
203
Root Financial Partners
California
$777K -$58.4K -1,950 -7%
YWM
204
Yoder Wealth Management
California
$756K +$2.85K +95 +0.4%
LW
205
Lauer Wealth
Indiana
$716K -$15.3K -504 -2%
BFA
206
Beacon Financial Advisory
Ohio
$696K +$180 +6 +0%
BSWA
207
Bromfield Sneider Wealth Advisors
Massachusetts
$643K +$551K +18,409 +600%
CIAS
208
CFS Investment Advisory Services
New Jersey
$641K – – –
GAM
209
Gould Asset Management
California
$637K -$5.84K -195 -0.9%
MSFS
210
Main Street Financial Solutions
Pennsylvania
$629K +$162K +5,414 +35%
CWM
211
Cahill Wealth Management
Michigan
$626K +$2.52K +84 +0.4%
UWPG
212
Ullmann Wealth Partners Group
Florida
$598K -$34.3M -1,145,601 -98%
WIM
213
Warwick Investment Management
Texas
$585K +$90 +3 +0%
BC
214
Barrett & Company
Rhode Island
$566K -$29.9K -998 -5%
Renaissance Technologies
215
Renaissance Technologies
New York
$563K -$165K -5,500 -23%
MG
216
Mather Group
Illinois
$546K -$16.8K -562 -3%
CMBA
217
C.M. Bidwell & Associates
Hawaii
$539K -$12.5K -419 -2%
MA
218
Mutual Advisors
Nebraska
$536K – – –
DWM
219
Dopkins Wealth Management
New York
$530K +$95.1K +3,175 +22%
HWMT
220
Heritage Wealth Management (Texas)
Texas
$529K -$22.1K -737 -4%
PWIA
221
Porter White Investment Advisors
Alabama
$528K +$809 +27 +0.2%
TWP
222
Total Wealth Planning
Ohio
$513K -$103K -3,433 -17%
DF
223
DecisionPoint Financial
Arizona
$512K -$52.5K -1,752 -9%
CFO
224
Colony Family Offices
North Carolina
$507K – – –
Wealthfront Advisers
225
Wealthfront Advisers
California
$502K +$300K +10,030 +149%
7 8
9
10 11