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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

302 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 76 reducing their positions, and 10 closing their positions.

Holders
302
Holders Change
+20
Holders Change %
+7.09%
% of All Funds
4.84%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
76
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
KA
1
Kooman & Associates
Pennsylvania
$52.2M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$24.9M
3
PFM
3
Parsec Financial Management
North Carolina
$119M
4
LWM
4
Liberty Wealth Management
California
$12.3M
5
AWA
5
Aquire Wealth Advisors
Utah
$79.9M

Top Sellers

1
RS
1
Retirement Solution
Washington
$10.4M
2
AWM
2
AE Wealth Management
Kansas
$35.5M
3
MWM
3
Mattern Wealth Management
Kansas
$4.68M
4
Creative Planning
4
Creative Planning
Kansas
$9.16M
5
PFO
5
Pathstone Family Office
New Jersey
$1.62M
Name Market Value Shares Shares
Change 		Shares
Change %
PFM
1
Parsec Financial Management
North Carolina
$119M 4,151,665 +455,142 +12%
SFA
2
Sequoia Financial Advisors
Ohio
$89M 3,092,291 +330,830 +12%
AWA
3
Aquire Wealth Advisors
Utah
$79.9M 2,777,791 +418,130 +18%
AF
4
Allworth Financial
California
$67.2M 2,336,591 +34,230 +1%
UWPG
5
Ullmann Wealth Partners Group
Florida
$63.4M 2,203,386 +46,846 +2%
MWP
6
Meridian Wealth Partners
Pennsylvania
$52.2M 1,814,225 +13,865 +0.8%
KA
7
Kooman & Associates
Pennsylvania
$52.2M 1,813,583 +1,476,041 +437%
SIG
8
Spinnaker Investment Group
California
$35.9M 1,248,084 +94,327 +8%
AWM
9
AE Wealth Management
Kansas
$35.5M 1,234,024 -3,266,283 -73%
EP
10
Essential Planning
New Hampshire
$31.6M 1,100,315 +182,743 +20%
BSW
11
Buckingham Strategic Wealth
Missouri
$31.5M 1,166,795 – –
RW
12
RVW Wealth
California
$31.2M 1,083,490 +33,408 +3%
EW
13
Evoke Wealth
California
$30.4M 1,057,217 -69,716 -6%
HWM
14
HB Wealth Management
Georgia
$30.2M 1,049,786 +18,444 +2%
Corient Private Wealth
15
Corient Private Wealth
Florida
$24.9M 867,038 +527,703 +156%
ACP
16
Aveo Capital Partners
Colorado
$24.2M 842,781 +33,730 +4%
KF
17
Krilogy Financial
Missouri
$24M 834,440 +239,173 +40%
FW
18
FirstPurpose Wealth
Utah
$21.9M 761,871 +109,167 +17%
W
19
WPWealth
Texas
$19M 661,269 +61,391 +10%
Stifel Financial
20
Stifel Financial
Missouri
$18.7M 648,645 +22,822 +4%
AFS
21
Annapolis Financial Services
Maryland
$17.3M 601,585 +94,515 +19%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$15.5M 538,527 +115,023 +27%
HFA
23
Highland Financial Advisors
New Jersey
$15.1M 524,513 +11,342 +2%
Betterment LLC
24
Betterment LLC
New York
$15M 521,300 +131,109 +34%
PO
25
Private Ocean
California
$14.8M 515,455 -47,807 -8%
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