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.
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)
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 |
|
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.