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Dimensional US Core Equity Market ETF
DFAU
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
Top Sellers
| 1 |
RS
Retirement Solution
Redmond,
Washington
|
-$99.1M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$92.3M |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$6.83M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$6.63M |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$3.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
301
EverSource Wealth Advisors
Birmingham,
Alabama
| $261 | – | – | – |
|
|
CSPIA
302
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $259 | – | – | – |
|
|
SIS
303
Sound Income Strategies
Ft Lauderdale,
Florida
| $29 | +$28 | +1 | New |
|
|
PCI
304
Planning Center Inc
Moline,
Illinois
| – | -$445K | -16,461 | Closed |
|
|
LNC
305
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$377K | -13,970 | Closed |
|
306
Ameriprise
Minneapolis,
Minnesota
| – | -$287K | -10,615 | Closed |
|
|
TSS
307
Two Sigma Securities
New York
| – | -$258K | -9,531 | Closed |
|
|
DWM
308
Drive Wealth Management
Lehi,
Utah
| – | -$237K | -8,779 | Closed |
|
|
BCM
309
Brookstone Capital Management
Wheaton,
Illinois
| – | -$230K | -8,367 | Closed |
|
|
CAS
310
Coppell Advisory Solutions
Coppell,
Texas
| – | -$219K | -8,088 | Closed |
|
|
CASC
311
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$219K | -8,088 | Closed |
|
|
TWP
312
Tempus Wealth Planning
Irvine,
California
| – | -$202K | -7,486 | Closed |
|
313
Fidelity Investments
Boston,
Massachusetts
| – | -$81 | -3 | Closed |
|