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Dimensional US Core Equity Market ETF
DFAU

303 hedge funds and large institutions have $1.78B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 77 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,367% more call options, than puts

Call options by funds: $44K | Put options by funds: $3K

250% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 10

104% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 77

7% more funds holding

Funds holding: 283 → 303 (+20)

6% more capital invested

Capital invested by funds: $1.68B → $1.78B (+$105M)

1.04% less ownership

Funds ownership: 61.21% → 60.17% (-1%)

2% less funds holding in top 10

Funds holding in top 10: 50 → 49 (-1)

Holders
303
Holders Change
+20
Holders Change %
+7.07%
% of All Funds
4.83%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.78%
New
35
Increased
157
Reduced
77
Closed
10
Calls
$44K
Puts
$3K
Net Calls
+$41K
Net Calls Change
+$40K

Top Buyers

1
CL
COWA LLC
Oklahoma
+$87M
2
KA
Kooman & Associates
Pennsylvania
+$41.7M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$14.9M
4
PFM
Parsec Financial Management
North Carolina
+$12.9M
5
AWA
Aquire Wealth Advisors
Utah
+$11.8M

Top Sellers

1
RS
Retirement Solution
Washington
-$99.1M
2
AWM
AE Wealth Management
Kansas
-$92.3M
3
MWM
Mattern Wealth Management
Kansas
-$6.83M
4
Creative Planning
Creative Planning
Kansas
-$6.63M
5
PFO
Pathstone Family Office
New Jersey
-$3.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
226
Five Oceans Advisors
California
$422K -$1.81K -64 -0.4%
US Bancorp
227
US Bancorp
Minnesota
$414K – – –
MSFS
228
Main Street Financial Solutions
Pennsylvania
$411K +$114K +4,023 +39%
VCM
229
Versant Capital Management
Arizona
$405K +$28 +1 +0%
CWS
230
Cypress Wealth Services
California
$399K – – –
MFWP
231
Mosaic Family Wealth Partners
Missouri
$382K +$375K +13,277 New
BAG
232
Briggs Advisory Group
Rhode Island
$377K – – –
Morgan Stanley
233
Morgan Stanley
New York
$372K +$20.9K +741 +6%
CSB
234
City State Bank
Iowa
$367K +$1.75K +62 +0.5%
CAG
235
Csenge Advisory Group
Florida
$354K -$47.2K -1,668 -12%
LG
236
LAM Group
Oregon
$352K +$81.7K +2,890 +31%
WFA
237
West Financial Advisors
Iowa
$340K +$14K +494 +4%
SCM
238
SOL Capital Management
Maryland
$339K +$9.89K +350 +3%
SWM
239
Spire Wealth Management
Virginia
$330K +$84.6K +2,992 +35%
DI
240
DFPG Investments
Utah
$330K +$622 +22 +0.2%
MA
241
Mutual Advisors
Nebraska
$326K +$99.1K +3,507 +45%
MRWM
242
ML&R Wealth Management
Texas
$323K +$23.5K +831 +8%
DAS
243
Dynamic Advisor Solutions
Arizona
$309K +$15.3K +542 +5%
PCIA
244
Prime Capital Investment Advisors
Kansas
$301K +$295K +10,450 New
RWM
245
Ruedi Wealth Management
Illinois
$298K -$1.47K -52 -0.5%
SG
246
Stonnington Group
California
$293K +$14.1K +500 +5%
VF
247
Vawter Financial
Ohio
$292K – – –
PEA
248
Park Edge Advisors
Ohio
$285K – – –
CPWM
249
Cypress Point Wealth Management
Texas
$282K +$277K +9,804 New
CIBC World Market
250
CIBC World Market
Ontario, Canada
$281K -$1.98K -70 -0.7%
8 9
10
11 12

DFAU Hedge Fund Activity: Q1 2023 in Review

303 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q1 2023, worth a combined $1.78B — up 6.2% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DFAU positions and 10 closed out — a net gain of 25 holders — while 157 added to existing stakes and 77 trimmed.

The largest buyer was COWA LLC, adding an estimated $87M. The largest seller was Retirement Solution, cutting an estimated $99.1M.

  • 303 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q1 2023, up from 283 in Q4 2022.
  • Funds reported $1.78B of Dimensional US Core Equity Market ETF stock for Q1 2023, up 6.2% quarter-over-quarter.
  • 35 funds opened new Dimensional US Core Equity Market ETF positions in Q1 2023 and 10 closed out, a net change of +25 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q1 2023 was COWA LLC, an estimated $87M added.
  • The largest Dimensional US Core Equity Market ETF seller in Q1 2023 was Retirement Solution, an estimated $99.1M sold.

Based on aggregated 13F filings for Q1 2023.