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

Top Sellers

1
AWM
Arista Wealth Management
Nevada
$23M
2
MWM
Modera Wealth Management
New Jersey
$153M
3
AFS
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
Betterment LLC
New York
$37.4M
5
PWM
Perigon Wealth Management
California
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWA
201
Forthright Family Wealth Advisory
Texas
$1.73M +$213K +5,836 +14%
SPA
202
Shore Point Advisors
New Jersey
$1.71M +$70.7K +1,935 +4%
FPCG
203
Forum Private Client Group
Indiana
$1.68M -$165K -4,527 -9%
AFG
204
Altiora Financial Group
Ohio
$1.67M – – –
CPA
205
Capital Performance Advisors
California
$1.66M -$26.9K -736 -2%
OW
206
Olistico Wealth
Oklahoma
$1.6M -$11K -301 -0.7%
AA
207
Ancora Advisors
Ohio
$1.54M -$1M -27,454 -40%
HighTower Advisors
208
HighTower Advisors
Illinois
$1.48M +$37 +1 +0%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.48M +$280K +7,665 +23%
GCM
210
G2 Capital Management
Ohio
$1.47M +$87.6K +2,398 +6%
LW
211
Lauer Wealth
Indiana
$1.46M +$406K +11,266 +38%
B
212
BetterWealth
California
$1.43M +$512 +14 +0%
AWA
213
Acorn Wealth Advisors
Michigan
$1.4M +$37.8K +1,035 +3%
NA
214
NewEdge Advisors
Louisiana
$1.38M -$1.41M -38,637 -51%
FFM
215
Forum Financial Management
Illinois
$1.33M – – –
TC
216
TownSquare Capital
Utah
$1.33M -$16.4K -450 -1%
OA
217
Oceanside Advisors
South Carolina
$1.22M -$9.17K -251 -0.7%
WFAG
218
Wescott Financial Advisory Group
Pennsylvania
$1.22M +$1.46K +40 +0.1%
DAS
219
Dynamic Advisor Solutions
Arizona
$1.21M +$282K +7,711 +30%
CFA
220
Capstone Financial Advisors
Illinois
$1.2M -$6.29K -172 -0.5%
HHWM
221
Hiley Hunt Wealth Management
Nebraska
$1.16M +$222K +6,072 +24%
SWM
222
Spire Wealth Management
Virginia
$1.15M -$97.2K -2,659 -8%
LFA
223
Lauterbach Financial Advisors
Texas
$1.11M -$15.3K -418 -1%
UBS Group
224
UBS Group
Switzerland
$1.09M +$230K +6,293 +27%
IFPG
225
Intrepid Financial Planning Group
Indiana
$1.08M -$16.1K -441 -1%
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