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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 %
PWMG
201
Private Wealth Management Group
New Jersey
$1.83M +$1.83M +48,871 New
BCI
202
Brinker Capital Investments
Pennsylvania
$1.82M -$61.3K -1,634 -3%
OPS
203
Orion Portfolio Solutions
Nebraska
$1.82M -$61.3K -1,634 -3%
SPA
204
Shore Point Advisors
New Jersey
$1.81M +$51K +1,360 +3%
WA
205
Waverly Advisors
Alabama
$1.8M +$18.2K +485 +1%
FFWA
206
Forthright Family Wealth Advisory
Texas
$1.78M – – –
CPA
207
Capital Performance Advisors
California
$1.74M +$36.9K +984 +2%
HighTower Advisors
208
HighTower Advisors
Illinois
$1.67M +$149K +3,980 +10%
FFG
209
Fiduciary Financial Group
California
$1.65M +$1.65M +42,266 New
NA
210
NewEdge Advisors
Louisiana
$1.59M +$176K +4,699 +12%
GCM
211
G2 Capital Management
Ohio
$1.55M +$43.5K +1,160 +3%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$1.52M +$937 +25 +0.1%
OW
213
Olistico Wealth
Oklahoma
$1.51M -$135K -3,596 -8%
AWA
214
Acorn Wealth Advisors
Michigan
$1.47M +$24.3K +647 +2%
KP
215
Keel Point
Alabama
$1.46M +$1.46M +39,026 New
I
216
INVST
Indiana
$1.45M +$998K +26,599 +219%
FPCG
217
Forum Private Client Group
Indiana
$1.45M -$280K -7,477 -16%
AA
218
Ancora Advisors
Ohio
$1.4M -$173K -4,617 -11%
TC
219
TownSquare Capital
Utah
$1.37M +$5.02K +134 +0.4%
FFM
220
Forum Financial Management
Illinois
$1.37M +$225 +6 +0%
VPWA
221
Vestia Personal Wealth Advisors
Indiana
$1.34M +$1.34M +35,642 New
HHWM
222
Hiley Hunt Wealth Management
Nebraska
$1.32M +$127K +3,384 +11%
CFB
223
Cullen/Frost Bankers
Texas
$1.29M +$287K +7,666 +29%
OA
224
Oceanside Advisors
South Carolina
$1.28M +$22.2K +593 +2%
EWP
225
Elevation Wealth Partners
California
$1.27M +$282K +7,510 +29%
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