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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 %
SPA
201
Shore Point Advisors
New Jersey
$1.95M +$39K +983 +2%
TCBWMS
202
Texas Capital Bank Wealth Management Services
Texas
$1.95M – – –
MCA
203
Magnolia Capital Advisors
Mississippi
$1.94M -$174K -4,388 -8%
UWM
204
USAdvisors Wealth Management
Minnesota
$1.88M -$111K -2,798 -6%
BSSFA
205
Baron Silver Stevens Financial Advisors
Florida
$1.87M +$878K +22,120 +89%
AA
206
Auxano Advisors
Washington
$1.85M -$564K -14,203 -23%
HighTower Advisors
207
HighTower Advisors
Illinois
$1.77M +$79 +2 +0%
GCM
208
G2 Capital Management
Ohio
$1.75M +$108K +2,723 +7%
CAPTRUST Financial Advisors
209
CAPTRUST Financial Advisors
North Carolina
$1.75M +$140K +3,520 +9%
NA
210
NewEdge Advisors
Louisiana
$1.75M +$64.9K +1,634 +4%
BI
211
Beckerman Institutional
New Jersey
$1.63M +$1.63M +41,094 New
Wealthfront Advisers
212
Wealthfront Advisers
California
$1.6M +$555K +13,983 +53%
KIG
213
Kennedy Investment Group
New Jersey
$1.57M +$687K +17,307 +78%
AWA
214
Acorn Wealth Advisors
Michigan
$1.54M -$11.2K -281 -0.7%
FFWA
215
Forthright Family Wealth Advisory
Texas
$1.54M -$469K -11,078 -23%
KP
216
Keel Point
Alabama
$1.52M -$27.4K -690 -2%
FFM
217
Forum Financial Management
Illinois
$1.45M +$40 +1 +0%
TC
218
TownSquare Capital
Utah
$1.44M -$5K -126 -0.3%
FPCG
219
Forum Private Client Group
Indiana
$1.43M -$105K -2,643 -7%
VPWA
220
Vestia Personal Wealth Advisors
Indiana
$1.42M +$8.49K +214 +0.6%
EWP
221
Elevation Wealth Partners
California
$1.42M +$79.3K +1,999 +6%
OW
222
Olistico Wealth
Oklahoma
$1.38M -$218K -5,486 -14%
AIS
223
American Investment Services
Massachusetts
$1.37M -$1.02M -25,673 -43%
CFB
224
Cullen/Frost Bankers
Texas
$1.36M – – –
FTUS
225
Flow Traders U.S.
New York
$1.36M +$170K +4,284 +14%
7 8
9
10 11