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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
TI
251
tru Independence
Oregon
$279K +$848 +30 +0.3%
GCA
252
Gradient Capital Advisors
California
$264K +$2.88K +102 +1%
AWA
253
Acorn Wealth Advisors
Michigan
$252K -$368 -13 -0.1%
MFS
254
Madrona Financial Services
Washington
$242K +$396 +14 +0.2%
AWS
255
Atria Wealth Solutions
New York
$237K +$232K +8,222 New
SOAG
256
Silver Oak Advisory Group
Oregon
$236K +$2.69K +95 +1%
CFD
257
Creative Financial Designs
Indiana
$235K +$231K +8,163 New
EFS
258
Essex Financial Services
Connecticut
$234K – – –
CSWM
259
Cassady Schiller Wealth Management
Ohio
$227K – – –
VDBMI
260
Van Den Berg Management I
Texas
$226K +$933 +33 +0.4%
EH
261
Equitable Holdings
New York
$225K – – –
UBS Group
262
UBS Group
Switzerland
$225K -$769K -27,193 -78%
GLLW
263
Graves Light Lenhart Wealth
Virginia
$221K – – –
TP
264
Tranquility Partners
Tennessee
$220K -$20.3K -717 -9%
EWA
265
Exencial Wealth Advisors
Oklahoma
$220K – – –
MFC
266
Morris Financial Concepts
South Carolina
$216K +$45.6K +1,613 +27%
AWAG
267
ARS Wealth Advisors Group
Florida
$200K -$30.7K -1,086 -14%
GWS
268
Glassman Wealth Services
Virginia
$183K +$28.3K +1,000 +19%
TWC
269
TD Waterhouse Canada
Ontario, Canada
$181K – – –
SFG
270
Steward Financial Group
Texas
$168K – – –
CCA
271
Column Capital Advisors
Indiana
$146K – – –
NSG
272
Nalls Sherbakoff Group
Tennessee
$136K +$135K +4,783 New
TWD
273
True Wealth Design
Ohio
$132K – – –
ST
274
Sageworth Trust
Pennsylvania
$131K +$108K +3,836 +546%
FFA
275
Farther Finance Advisors
California
$129K +$127K +4,500 New
9 10
11
12 13

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.