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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

163 hedge funds and large institutions have $910M invested in Dimensional US Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 78 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
163
Holders Change
+48
Holders Change %
+41.74%
% of All Funds
2.52%
Holding in Top 10
21
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+133.33%
% of All Funds
0.32%
New
61
Increased
78
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$72.9M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$61M
3
AWA
3
Aquire Wealth Advisors
Utah
$45.9M
4
SFA
4
Sequoia Financial Advisors
Ohio
$45M
5
SIG
5
Spinnaker Investment Group
California
$15.2M

Top Sellers

1
KMWM
1
Keudell/Morrison Wealth Management
Oregon
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
KAS
4
Kestra Advisory Services
Texas
$0
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RS
1
Retirement Solution
Washington
$112M 3,380,891 +11,752 +0.3%
MWP
2
Meridian Wealth Partners
Pennsylvania
$81.1M 2,458,318 -1,677 -0.1%
EVM
3
Eaton Vance Management
Massachusetts
$72.9M 2,209,147 +2,040,815 +1,212%
UWPG
4
Ullmann Wealth Partners Group
Florida
$61M 1,847,064 +1,847,064 New
PFM
5
Parsec Financial Management
North Carolina
$56.6M 1,715,081 +239,593 +16%
AWA
6
Aquire Wealth Advisors
Utah
$45.9M 1,390,441 +1,390,441 New
SFA
7
Sequoia Financial Advisors
Ohio
$45M 1,363,604 +1,363,604 New
AF
8
Allworth Financial
California
$32.2M 976,451 +73,148 +8%
EW
9
Evoke Wealth
California
$19.9M 604,295 +156,120 +35%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17.1M 519,031 +62,175 +14%
MWM
11
Mattern Wealth Management
Kansas
$16M 484,811 +215,885 +80%
SIG
12
Spinnaker Investment Group
California
$15.2M 482,801 +482,801 New
PWM
13
PBMares Wealth Management
Virginia
$12.6M 383,307 +41,499 +12%
Stifel Financial
14
Stifel Financial
Missouri
$12.5M 379,902 +127,058 +50%
ACWM
15
Adams Chetwood Wealth Management
North Carolina
$10.8M 327,578 +42,880 +15%
NCM
16
Northland Capital Management
Minnesota
$10.7M 324,334 +324,334 New
AA
17
Auxano Advisors
Washington
$10.1M 306,955 +22,179 +8%
SSC
18
Syverson Strege & Co
Iowa
$9.77M 296,125 +577 +0.2%
FW
19
FirstPurpose Wealth
Utah
$9.14M 277,064 +277,064 New
HR
20
Hardy Reed
Mississippi
$8.9M 269,640 -89 -0%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.41M 254,705 +19,472 +8%
FWP
22
Firethorn Wealth Partners
Georgia
$8.4M 254,659 +254,659 New
TIM
23
Tortoise Investment Management
New York
$8.32M 252,038 +32,155 +15%
CL
24
COWA LLC
Oklahoma
$7.47M 225,930 +83,935 +59%
HWM
25
HB Wealth Management
Georgia
$7.23M 219,078 +219,078 New
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