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Dimensional US Core Equity Market ETF
DFAU

215 hedge funds and large institutions have $1.3B invested in Dimensional US Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 112 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 41

163% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 19

36% more funds holding in top 10

Funds holding in top 10: 28 → 38 (+10)

15% more funds holding

Funds holding: 187 → 215 (+28)

12% more capital invested

Capital invested by funds: $1.15B → $1.3B (+$142M)

0.62% more ownership

Funds ownership: 58.58% → 59.21% (+0.62%)

Holders
215
Holders Change
+28
Holders Change %
+14.97%
% of All Funds
3.62%
Holding in Top 10
38
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+35.71%
% of All Funds
0.64%
New
50
Increased
112
Reduced
41
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$66.5M
2
AWM
AE Wealth Management
Kansas
+$59.9M
3
WFA
Wipfli Financial Advisors
Wisconsin
+$23.6M
4
AF
Allworth Financial
California
+$22.9M
5
SFA
Sequoia Financial Advisors
Ohio
+$22M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$72.5M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$11.2M
3
WFA
West Financial Advisors
Iowa
-$11.1M
4
NCM
Northland Capital Management
Minnesota
-$7.59M
5
WG
Watchman Group
Texas
-$5.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
AMC
226
Asset Management Corp
Illinois
– -$438K -8,938 Closed
RJA
227
Raymond James & Associates
Florida
– -$222K -7,035 Closed
IFA
228
Index Fund Advisors
California
– -$217K -6,885 Closed
GAM
229
Gemmer Asset Management
California
– -$215K -6,833 Closed
LCM
230
Liberty Capital Management
Michigan
– -$213K -6,771 Closed
CIBC World Market
231
CIBC World Market
Ontario, Canada
– -$213K -6,755 Closed
ADL
232
Asset Dedication LLC
California
– -$26K -814 Closed
BHWM
233
Beaird Harris Wealth Management
Texas
– -$2K -68 Closed
Koshinski Asset Management
234
Koshinski Asset Management
Illinois
– -$1.07K -34 Closed
6 7 8 9
10