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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

371 hedge funds and large institutions have $2.9B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 170 increasing their positions, 97 reducing their positions, and 10 closing their positions.

Holders
371
Holders Change
+52
Holders Change %
+16.3%
% of All Funds
5.44%
Holding in Top 10
73
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+19.67%
% of All Funds
1.07%
New
68
Increased
170
Reduced
97
Closed
10
Calls
$5K
Puts
$5K
Net Calls
–
Net Calls Change
+$32K

Top Buyers

1
VWA
1
Valued Wealth Advisors
Utah
$19.3M
2
SIA
2
Spectrum Investment Advisors
Wisconsin
$18.4M
3
OIA
3
OneDigital Investment Advisors
Kansas
$15.4M
4
FWM
4
Fonville Wealth Management
Virginia
$14M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$13M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.26M
2
EW
2
Evoke Wealth
California
$0
3
RJA
3
Raymond James & Associates
Florida
$2.66M
4
WWM
4
Wolff Wiese Magana
California
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.23M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$162M 4,861,091 -18,794 -0.4%
SFA
2
Sequoia Financial Advisors
Ohio
$118M 3,542,293 +338,346 +11%
AWA
3
Aquire Wealth Advisors
Utah
$105M 3,144,851 +73,206 +2%
BF
4
Blankinship & Foster
California
$88.7M 2,668,796 +3,769 +0.1%
KA
5
Kooman & Associates
Pennsylvania
$83.6M 2,512,883 +96,497 +4%
AF
6
Allworth Financial
California
$81.7M 2,455,877 -59,752 -2%
MWP
7
Meridian Wealth Partners
Pennsylvania
$62.3M 1,874,439 -24,755 -1%
AWM
8
AE Wealth Management
Kansas
$59.7M 1,759,108 +163,847 +10%
SIG
9
Spinnaker Investment Group
California
$57M 1,713,138 +349,070 +26%
BSW
10
Buckingham Strategic Wealth
Missouri
$56.1M 1,686,644 +295,025 +21%
AWM
11
Arista Wealth Management
Nevada
$55.5M 1,669,133 -72,161 -4%
BA
12
BCM Advisors
Louisiana
$53.7M 1,571,334 +112,977 +8%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$44.3M 1,332,553 +28,374 +2%
Betterment LLC
14
Betterment LLC
New York
$41.8M 1,255,713 +184,048 +17%
RW
15
RVW Wealth
California
$40.7M 1,224,728 +44,399 +4%
KF
16
Krilogy Financial
Missouri
$39.7M 1,192,912 +101,618 +9%
EP
17
Essential Planning
New Hampshire
$39.1M 1,177,240 +939 +0.1%
Corient Private Wealth
18
Corient Private Wealth
Florida
$38.5M 1,157,781 +34,360 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$37.5M 1,126,526 +131,484 +13%
HWM
20
HB Wealth Management
Georgia
$37.1M 1,116,405 +87,715 +9%
FW
21
FirstPurpose Wealth
Utah
$35.5M 1,067,686 +93,486 +10%
ACP
22
Aveo Capital Partners
Colorado
$33.6M 1,010,013 +37,639 +4%
W
23
WPWealth
Texas
$31.8M 955,307 +96,631 +11%
BJL
24
Brighton Jones LLC
Washington
$27.5M 826,816 +197,021 +31%
PWMG
25
Pioneer Wealth Management Group
Texas
$26.1M 786,017 +277,422 +55%
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