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Dimensional US Core Equity Market ETF
DFAU

283 hedge funds and large institutions have $1.68B invested in Dimensional US Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 116 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

305% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 20

71% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 68

61% more funds holding in top 10

Funds holding in top 10: 31 → 50 (+19)

50% more call options, than puts

Call options by funds: $3K | Put options by funds: $2K

37% more capital invested

Capital invested by funds: $1.22B → $1.68B (+$453M)

25% more funds holding

Funds holding: 226 → 283 (+57)

6.14% more ownership

Funds ownership: 55.07% → 61.21% (+6.1%)

Holders
283
Holders Change
+57
Holders Change %
+25.22%
% of All Funds
4.55%
Holding in Top 10
50
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+61.29%
% of All Funds
0.8%
New
81
Increased
116
Reduced
68
Closed
20
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
+$5K

Top Buyers

1
EP
Essential Planning
New Hampshire
+$23.9M
2
AWA
Aquire Wealth Advisors
Utah
+$19.7M
3
RW
RVW Wealth
California
+$17.7M
4
PO
Private Ocean
California
+$15.3M
5
Creative Planning
Creative Planning
Kansas
+$14.8M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$20.4M
2
OMC
Old Mission Capital
Illinois
-$11.6M
3
RA
RFG Advisory
Alabama
-$7.56M
4
NCM
Northland Capital Management
Minnesota
-$7.48M
5
T
TCWP
Ohio
-$7.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
301
Geneos Wealth Management
Colorado
– -$7K -289 Closed
Wells Fargo
302
Wells Fargo
California
– -$6K -229 Closed
CWM
303
Castle Wealth Management
Florida
– -$6K -227 Closed
9 10 11 12
13