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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

376 hedge funds and large institutions have $3.3B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 115 reducing their positions, and 24 closing their positions.

Holders
376
Holders Change
+5
Holders Change %
+1.35%
% of All Funds
5.45%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
34
Increased
184
Reduced
115
Closed
24
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
EW
1
Evoke Wealth
California
$48.5M
2
OIA
2
OneDigital Investment Advisors
Kansas
$35M
3
MFA
3
Morling Financial Advisors
California
$17M
4
QFA
4
Quantum Financial Advisors
California
$18.3M
5
LPL Financial
5
LPL Financial
California
$17.8M

Top Sellers

1
AWM
1
Arista Wealth Management
Nevada
$23M
2
MWM
2
Modera Wealth Management
New Jersey
$153M
3
AFS
3
Annapolis Financial Services
Maryland
$6.2M
4
Betterment LLC
4
Betterment LLC
New York
$37.4M
5
PWM
5
Perigon Wealth Management
California
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
1
Modera Wealth Management
New Jersey
$153M 4,175,186 -685,905 -14%
SFA
2
Sequoia Financial Advisors
Ohio
$134M 3,668,922 +126,629 +4%
AWA
3
Aquire Wealth Advisors
Utah
$118M 3,229,409 +84,558 +3%
BF
4
Blankinship & Foster
California
$101M 2,776,587 +107,791 +4%
KA
5
Kooman & Associates
Pennsylvania
$92.5M 2,531,448 +18,565 +0.7%
AF
6
Allworth Financial
California
$88.1M 2,412,078 -43,799 -2%
MWP
7
Meridian Wealth Partners
Pennsylvania
$69.4M 1,900,627 +26,188 +1%
SIG
8
Spinnaker Investment Group
California
$67.1M 1,835,552 +122,414 +7%
BSW
9
Buckingham Strategic Wealth
Missouri
$60.9M 1,665,420 -21,224 -1%
AWM
10
AE Wealth Management
Kansas
$58.4M 1,599,499 -159,609 -9%
BA
11
BCM Advisors
Louisiana
$55.4M 1,570,607 -727 -0%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$50.1M 1,371,424 +38,871 +3%
EW
13
Evoke Wealth
California
$48.5M 1,327,786 +1,327,786 New
RW
14
RVW Wealth
California
$45.3M 1,239,538 +14,810 +1%
KF
15
Krilogy Financial
Missouri
$44.7M 1,223,209 +30,297 +3%
Corient Private Wealth
16
Corient Private Wealth
Florida
$44.2M 1,208,816 +51,035 +4%
HWM
17
HB Wealth Management
Georgia
$43.8M 1,199,553 +83,148 +7%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$42.1M 1,152,575 +26,049 +2%
FW
19
FirstPurpose Wealth
Utah
$39.2M 1,094,777 +27,091 +3%
EP
20
Essential Planning
New Hampshire
$39.2M 1,178,730 +1,490 +0.1%
W
21
WPWealth
Texas
$37.8M 1,033,337 +78,030 +8%
Betterment LLC
22
Betterment LLC
New York
$37.4M 1,024,476 -231,237 -18%
ACP
23
Aveo Capital Partners
Colorado
$36.1M 1,013,206 +3,193 +0.3%
OIA
24
OneDigital Investment Advisors
Kansas
$35M 957,204 +492,555 +106%
Mariner
25
Mariner
Kansas
$33.8M 926,066 +146,409 +19%
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