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Dimensional US Core Equity Market ETF

377 hedge funds and large institutions have $3.31B invested in Dimensional US Core Equity Market ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 184 increasing their positions, 116 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 116

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $2.9B → $3.31B (+$402M)

5% more funds holding in top 10

Funds holding in top 10: 7377 (+4)

1% more funds holding

Funds holding: 372377 (+5)

1.47% less ownership

Funds ownership: 62.87%61.4% (-1.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5K

Holders
377
Holders Change
+5
Holders Change %
+1.34%
% of All Funds
5.43%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.11%
New
34
Increased
184
Reduced
116
Closed
24
Calls
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
251
Barrett & Company
Rhode Island
$698K +$35 +1 +0%
CWM
252
Cahill Wealth Management
Michigan
$694K -$5.54K -160 -0.8%
Wealthfront Advisers
253
Wealthfront Advisers
California
$688K +$17.5K +505 +3%
MG
254
Mather Group
Illinois
$677K
HWMT
255
Heritage Wealth Management (Texas)
Texas
$672K +$23.1K +668 +4%
Baird Financial Group
256
Baird Financial Group
Wisconsin
$667K +$632K +18,248 New
Susquehanna International Group
257
Susquehanna International Group
Pennsylvania
$656K -$1.13M -32,738 -65%
CMBA
258
C.M. Bidwell & Associates
Hawaii
$651K -$1.63K -47 -0.3%
DWM
259
Dopkins Wealth Management
New York
$644K +$107K +3,098 +21%
KIG
260
Kennedy Investment Group
New Jersey
$642K +$212K +6,122 +53%
CFO
261
Colony Family Offices
North Carolina
$619K
CWS
262
Cypress Wealth Services
California
$619K
KPWS
263
Kestra Private Wealth Services
Texas
$618K -$206K -5,946 -26%
WIA
264
World Investment Advisors
California
$615K +$45.5K +1,314 +8%
MFWP
265
Mosaic Family Wealth Partners
Missouri
$605K +$10.1K +292 +2%
PP
266
Patten & Patten
Tennessee
$586K +$556K +16,043 New
KAM
267
Kraft Asset Management
Tennessee
$579K -$10.7K -309 -2%
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$572K +$542K +15,665 New
CFG
269
Cooper Financial Group
California
$569K -$742K -21,413 -58%
WFA
270
WMG Financial Advisors
Tennessee
$559K -$85.1K -2,457 -14%
CAG
271
Csenge Advisory Group
Florida
$547K +$51.5K +1,486 +11%
Envestnet Portfolio Solutions
272
Envestnet Portfolio Solutions
Illinois
$546K +$16.7K +481 +3%
EIA
273
Eldridge Investment Advisors
New Hampshire
$541K +$69 +2 +0%
SC
274
Shearwater Capital
Colorado
$538K -$57K -1,646 -10%
IAG
275
Investment Advisory Group
Massachusetts
$527K +$89.1K +2,573 +22%

DFAU Hedge Fund Activity: Q1 2024 in Review

377 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q1 2024, worth a combined $3.31B — up 14% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DFAU positions and 24 closed out — a net gain of 10 holders — while 184 added to existing stakes and 116 trimmed.

The largest buyer was Evoke Wealth, opening a new position worth an estimated $46M. The largest seller was Arista Wealth Management, cutting an estimated $36M.

  • 377 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q1 2024, up from 372 in Q4 2023.
  • Funds reported $3.31B of Dimensional US Core Equity Market ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 34 funds opened new Dimensional US Core Equity Market ETF positions in Q1 2024 and 24 closed out, a net change of +10 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q1 2024 was Evoke Wealth, an estimated $46M added.
  • The largest Dimensional US Core Equity Market ETF seller in Q1 2024 was Arista Wealth Management, an estimated $36M sold.

Based on aggregated 13F filings for Q1 2024.