DFAU icon

Dimensional US Core Equity Market ETF

70 hedge funds and large institutions have $322M invested in Dimensional US Core Equity Market ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 25 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
70
Holders Change
+38
Holders Change %
+118.75%
% of All Funds
1.23%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.12%
New
40
Increased
25
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RS
1
Retirement Solution
Washington
$89.8M 3,186,890 +266,222 +9%
MWP
2
Meridian Wealth Partners
Pennsylvania
$69M 2,447,932 +2,447,932 New
OCM
3
Oakwood Capital Management
California
$19.9M 707,625 +1,771 +0.3%
AF
4
Allworth Financial
California
$19M 673,444 +610,956 +978%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.4M 404,000
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.1M 322,922 +170,986 +113%
HR
7
Hardy Reed
Mississippi
$8.17M 289,919 +261,462 +919%
PWM
8
PBMares Wealth Management
Virginia
$6.17M 218,821 +158,169 +261%
CPIG
9
Chicago Partners Investment Group
Illinois
$5.63M 189,882 +21,278 +13%
AA
10
Auxano Advisors
Washington
$5.61M 199,051 +173,116 +667%
FWP
11
Firethorn Wealth Partners
Georgia
$4.67M 165,848 +100,627 +154%
CW
12
CreativeOne Wealth
Kansas
$4.41M 156,440 +125,084 +399%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.19M 148,530 +148,530 New
EW
14
Evoke Wealth
California
$3.89M 138,089 +101,231 +275%
AA
15
Ancora Advisors
Ohio
$3.66M 129,843 +129,843 New
ACWM
16
Adams Chetwood Wealth Management
North Carolina
$3.66M 129,813 +116,089 +846%
CFO
17
CVA Family Office
Colorado
$3.33M 118,108 +99,207 +525%
SDWIA
18
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.27M 116,058 +106,548 +1,120%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$3.26M 115,686 +115,686 New
TIM
20
Tortoise Investment Management
New York
$3.21M 113,855 +67,061 +143%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.1M 110,130 +110,130 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.07M 108,887 +82,144 +307%
AF
23
Advisornet Financial
Minnesota
$2.88M 102,158 +79,508 +351%
CL
24
COWA LLC
Oklahoma
$2.78M 96,330 +54,420 +130%
WP
25
WealthSource Partners
California
$2.69M 95,492 +95,492 New