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Dimensional US Core Equity Market ETF
DFAU

Overview Fund Activity

395 hedge funds and large institutions have $4.11B invested in Dimensional US Core Equity Market ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 194 increasing their positions, 121 reducing their positions, and 15 closing their positions.

Holders
395
Holders Change
+11
Holders Change %
+2.86%
% of All Funds
5.71%
Holding in Top 10
73
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.67%
% of All Funds
1.06%
New
29
Increased
194
Reduced
121
Closed
15
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$2.58M

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$66.4M
2
EW
2
Evoke Wealth
California
$64.7M
3
WANY
3
Wealthspire Advisors (New York)
New York
$49.1M
4
YWM
4
Yardley Wealth Management
Pennsylvania
$28.1M
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$27.2M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
LWM
2
Liberty Wealth Management
California
$28.5M
3
KA
3
Kure Advisory
Minnesota
$0
4
MWM
4
Modera Wealth Management
New Jersey
$146M
5
BJL
5
Brighton Jones LLC
Washington
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
1
Sequoia Financial Advisors
Ohio
$191M 4,822,146 +441,160 +10%
MWM
2
Modera Wealth Management
New Jersey
$146M 3,680,477 -334,410 -8%
AWA
3
Aquire Wealth Advisors
Utah
$139M 3,495,227 +125,737 +4%
AF
4
Allworth Financial
California
$114M 2,877,689 +493,911 +21%
BF
5
Blankinship & Foster
California
$111M 2,800,639 +32,606 +1%
KA
6
Kooman & Associates
Pennsylvania
$105M 2,633,281 +79,374 +3%
OIA
7
OneDigital Investment Advisors
Kansas
$100M 2,531,792 +475,125 +23%
SIG
8
Spinnaker Investment Group
California
$79.5M 2,001,795 +86,747 +5%
AWM
9
Arista Wealth Management
Nevada
$75.5M 1,902,993 +50,023 +3%
AWM
10
AE Wealth Management
Kansas
$72.9M 1,836,949 +147,640 +9%
MWP
11
Meridian Wealth Partners
Pennsylvania
$72.6M 1,829,656 -76,777 -4%
Focus Partners Wealth
12
Focus Partners Wealth
Massachusetts
$66.4M 1,673,014 +1,673,014 New
EW
13
Evoke Wealth
California
$64.7M 1,629,710 +1,629,710 New
BA
14
BCM Advisors
Louisiana
$62.5M 1,583,367 +27,390 +2%
HWM
15
HB Wealth Management
Georgia
$55.8M 1,404,746 +120,053 +9%
KF
16
Krilogy Financial
Missouri
$55.4M 1,396,131 +33,915 +2%
Corient Private Wealth
17
Corient Private Wealth
Florida
$53.5M 1,348,331 +61,101 +5%
RW
18
RVW Wealth
California
$51.1M 1,286,851 +43,704 +4%
DWM
19
Diversify Wealth Management
Utah
$49.9M 1,250,528 +38,363 +3%
EP
20
Essential Planning
New Hampshire
$49.2M 1,238,741 +14,073 +1%
WANY
21
Wealthspire Advisors (New York)
New York
$49.1M 1,236,727 +1,236,727 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$48.9M 1,232,552 -56,995 -4%
Betterment LLC
23
Betterment LLC
New York
$46.6M 1,173,473 +79,374 +7%
W
24
WPWealth
Texas
$46.3M 1,167,376 +48,191 +4%
Mariner
25
Mariner
Kansas
$41.7M 1,049,424 +35,821 +4%
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