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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

321 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 87 reducing their positions, and 7 closing their positions.

Holders
321
Holders Change
+19
Holders Change %
+6.29%
% of All Funds
5.06%
Holding in Top 10
56
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+14.29%
% of All Funds
0.88%
New
31
Increased
164
Reduced
87
Closed
7
Calls
$70K
Puts
–
Net Calls
+$70K
Net Calls Change
+$29K

Top Buyers

1
MWM
1
Modera Wealth Management
New Jersey
$143M
2
BF
2
Blankinship & Foster
California
$80.2M
3
AWM
3
Arista Wealth Management
Nevada
$48.8M
4
AssetMark Inc
4
AssetMark Inc
California
$16.2M
5
Betterment LLC
5
Betterment LLC
New York
$24.9M

Top Sellers

1
CL
1
COWA LLC
Oklahoma
$5.68M
2
UWPG
2
Ullmann Wealth Partners Group
Florida
$36.1M
3
Jane Street
3
Jane Street
New York
$1.45M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$225K
5
GT
5
Greenleaf Trust
Michigan
$281K
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$143M 4,609,723 +4,546,659 +7,210%
SFA
2
Sequoia Financial Advisors
Ohio
$97.9M 3,159,663 +67,372 +2%
AWA
3
Aquire Wealth Advisors
Utah
$93.8M 3,025,564 +247,773 +9%
BF
4
Blankinship & Foster
California
$80.2M 2,588,072 +2,588,072 New
AF
5
Allworth Financial
California
$75.9M 2,448,094 +111,503 +5%
KA
6
Kooman & Associates
Pennsylvania
$60.6M 1,954,712 +141,129 +8%
MWP
7
Meridian Wealth Partners
Pennsylvania
$57.9M 1,868,747 +54,522 +3%
AWM
8
Arista Wealth Management
Nevada
$48.8M 1,574,390 +1,083,908 +221%
AWM
9
AE Wealth Management
Kansas
$42.7M 1,378,132 +144,108 +12%
SIG
10
Spinnaker Investment Group
California
$40.4M 1,296,766 +48,682 +4%
BSW
11
Buckingham Strategic Wealth
Missouri
$39.8M 1,285,347 +118,552 +10%
UWPG
12
Ullmann Wealth Partners Group
Florida
$36.1M 1,165,561 -1,037,825 -47%
RW
13
RVW Wealth
California
$35.7M 1,152,660 +69,170 +6%
EW
14
Evoke Wealth
California
$34.6M 1,116,340 +59,123 +6%
EP
15
Essential Planning
New Hampshire
$34.5M 1,112,112 +11,797 +1%
HWM
16
HB Wealth Management
Georgia
$32.3M 1,040,696 -9,090 -0.9%
KF
17
Krilogy Financial
Missouri
$31.1M 1,002,753 +168,313 +20%
Corient Private Wealth
18
Corient Private Wealth
Florida
$30.7M 990,378 +123,340 +14%
ACP
19
Aveo Capital Partners
Colorado
$30.6M 988,221 +145,440 +17%
FW
20
FirstPurpose Wealth
Utah
$28.6M 924,345 +162,474 +21%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$27.4M 883,745 +72,303 +9%
Betterment LLC
22
Betterment LLC
New York
$24.9M 804,568 +283,268 +54%
W
23
WPWealth
Texas
$22.2M 715,559 +54,290 +8%
AFS
24
Annapolis Financial Services
Maryland
$20.4M 658,004 +56,419 +9%
Stifel Financial
25
Stifel Financial
Missouri
$20.3M 654,521 +5,876 +0.9%
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