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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

319 hedge funds and large institutions have $2.5B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 168 increasing their positions, 90 reducing their positions, and 20 closing their positions.

Holders
319
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.09%
Holding in Top 10
61
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.93%
% of All Funds
0.97%
New
19
Increased
168
Reduced
90
Closed
20
Calls
–
Puts
$32K
Net Calls
-$32K
Net Calls Change
-$102K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$167M
2
BA
2
BCM Advisors
Louisiana
$44.2M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$39.1M
4
KA
4
Kure Advisory
Minnesota
$14.3M
5
KA
5
Kooman & Associates
Pennsylvania
$72.4M

Top Sellers

1
UWPG
1
Ullmann Wealth Partners Group
Florida
$598K
2
AWM
2
Activest Wealth Management
Florida
$0
3
CW
3
CreativeOne Wealth
Kansas
$0
4
RS
4
Retirement Solution
Washington
$6.11M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
1
Strategic Investment Solutions
Illinois
$167M 5,356,199 +5,251,162 +4,999%
MWM
2
Modera Wealth Management
New Jersey
$146M 4,879,885 +270,162 +6%
SFA
3
Sequoia Financial Advisors
Ohio
$96M 3,203,947 +44,284 +1%
AWA
4
Aquire Wealth Advisors
Utah
$92M 3,071,645 +46,081 +2%
BF
5
Blankinship & Foster
California
$79.8M 2,665,027 +76,955 +3%
AF
6
Allworth Financial
California
$75.3M 2,515,629 +67,535 +3%
KA
7
Kooman & Associates
Pennsylvania
$72.4M 2,416,386 +461,674 +24%
MWP
8
Meridian Wealth Partners
Pennsylvania
$56.9M 1,899,194 +30,447 +2%
AWM
9
Arista Wealth Management
Nevada
$52.2M 1,741,294 +166,904 +11%
AWM
10
AE Wealth Management
Kansas
$47.8M 1,595,261 +217,129 +16%
BA
11
BCM Advisors
Louisiana
$44.2M 1,458,357 +1,458,357 New
BSW
12
Buckingham Strategic Wealth
Missouri
$41.7M 1,391,619 +106,272 +8%
SIG
13
Spinnaker Investment Group
California
$40.9M 1,364,068 +67,302 +5%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$39.1M 1,304,179 +1,168,887 +864%
RW
15
RVW Wealth
California
$35.4M 1,180,329 +27,669 +2%
EP
16
Essential Planning
New Hampshire
$35.3M 1,176,301 +64,189 +6%
EW
17
Evoke Wealth
California
$34.1M 1,137,192 +20,852 +2%
Corient Private Wealth
18
Corient Private Wealth
Florida
$33.6M 1,123,421 +133,043 +13%
KF
19
Krilogy Financial
Missouri
$32.7M 1,091,294 +88,541 +9%
Betterment LLC
20
Betterment LLC
New York
$32.1M 1,071,665 +267,097 +33%
HWM
21
HB Wealth Management
Georgia
$30.8M 1,028,690 -12,006 -1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$29.8M 995,042 +111,297 +13%
FW
23
FirstPurpose Wealth
Utah
$29.2M 974,200 +49,855 +5%
ACP
24
Aveo Capital Partners
Colorado
$29.1M 972,374 -15,847 -2%
W
25
WPWealth
Texas
$25.7M 858,676 +143,117 +20%
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