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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

384 hedge funds and large institutions have $3.67B invested in Dimensional US Core Equity Market ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 195 increasing their positions, 106 reducing their positions, and 17 closing their positions.

Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
5.59%
Holding in Top 10
75
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.6%
% of All Funds
1.09%
New
29
Increased
195
Reduced
106
Closed
17
Calls
$2.58M
Puts
–
Net Calls
+$2.58M
Net Calls Change
+$2.59M

Top Buyers

1
EFP
1
Elser Financial Planning
Indiana
$62.7M
2
AWM
2
Arista Wealth Management
Nevada
$69.5M
3
DWM
3
Diversify Wealth Management
Utah
$43.4M
4
OIA
4
OneDigital Investment Advisors
Kansas
$77.1M
5
SFA
5
Sequoia Financial Advisors
Ohio
$164M

Top Sellers

1
EW
1
Evoke Wealth
California
$0
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$31.4M
3
RVPG
3
Relative Value Partners Group
$0
4
TFA
4
Teamwork Financial Advisors
Texas
$0
5
MWM
5
Modera Wealth Management
New Jersey
$151M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
1
Sequoia Financial Advisors
Ohio
$164M 4,380,986 +712,064 +19%
MWM
2
Modera Wealth Management
New Jersey
$151M 4,014,887 -160,299 -4%
AWA
3
Aquire Wealth Advisors
Utah
$126M 3,369,490 +140,081 +4%
BF
4
Blankinship & Foster
California
$104M 2,768,033 -8,554 -0.3%
KA
5
Kooman & Associates
Pennsylvania
$95.7M 2,553,907 +22,459 +0.9%
AF
6
Allworth Financial
California
$90.6M 2,383,778 -28,300 -1%
OIA
7
OneDigital Investment Advisors
Kansas
$77.1M 2,056,667 +1,099,463 +115%
SIG
8
Spinnaker Investment Group
California
$71.8M 1,915,048 +79,496 +4%
MWP
9
Meridian Wealth Partners
Pennsylvania
$71.5M 1,906,433 +5,806 +0.3%
AWM
10
Arista Wealth Management
Nevada
$69.5M 1,852,970 +1,224,616 +195%
AWM
11
AE Wealth Management
Kansas
$63.3M 1,689,309 +89,810 +6%
EFP
12
Elser Financial Planning
Indiana
$62.7M 1,671,168 +1,671,168 New
BSW
13
Buckingham Strategic Wealth
Missouri
$62M 1,654,643 -10,777 -0.6%
BA
14
BCM Advisors
Louisiana
$58.6M 1,555,977 -14,630 -0.9%
KF
15
Krilogy Financial
Missouri
$51.1M 1,362,216 +139,007 +11%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$48.3M 1,289,547 +136,972 +12%
Corient Private Wealth
17
Corient Private Wealth
Florida
$48.3M 1,287,230 +78,414 +6%
HWM
18
HB Wealth Management
Georgia
$48.2M 1,284,693 +85,140 +7%
RW
19
RVW Wealth
California
$46.6M 1,243,147 +3,609 +0.3%
EP
20
Essential Planning
New Hampshire
$45.9M 1,224,668 +45,938 +4%
DWM
21
Diversify Wealth Management
Utah
$43.4M 1,212,165 +1,212,165 New
W
22
WPWealth
Texas
$42M 1,119,185 +85,848 +8%
Betterment LLC
23
Betterment LLC
New York
$41M 1,094,099 +69,623 +7%
Mariner
24
Mariner
Kansas
$38M 1,013,603 +87,537 +9%
ACP
25
Aveo Capital Partners
Colorado
$37.2M 993,373 -19,833 -2%
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