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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
OCM
351
Orion Capital Management
California
$58.2K -$8.76K -253 -14%
CWP
352
Concord Wealth Partners
Virginia
$54.4K +$104 +3 +0.2%
ACA
353
Atlas Capital Advisors
Wyoming
$53.2K +$3.46K +100 +7%
US Bancorp
354
US Bancorp
Minnesota
$50.1K -$451K -13,032 -90%
AWM
355
Avior Wealth Management
Nebraska
$43.7K
WFA
356
West Financial Advisors
Iowa
$43.3K
MFT
357
Moisand Fitzgerald Tamayo
Florida
$40.4K
MA
358
Montag & Associates
Georgia
$36.5K +$34.6K +1,000 New
CCMI
359
Creative Capital Management Investments
California
$36.2K -$11.2K -322 -25%
Bank of Montreal
360
Bank of Montreal
Ontario, Canada
$29.8K
MSFP
361
Mark Sheptoff Financial Planning
Connecticut
$28.1K +$7.62K +220 +40%
SIC
362
Salem Investment Counselors
North Carolina
$28.1K +$11.4K +329 +75%
Comerica Bank
363
Comerica Bank
Texas
$26.3K
WTA
364
Washington Trust Advisors
Massachusetts
$17K
SPIA
365
Steward Partners Investment Advisory
New York
$15.7K
ADL
366
Asset Dedication LLC
California
$15K +$14.3K +414 New
KSWA
367
Kathleen S. Wright Associates
Pennsylvania
$10.2K +$9.7K +280 New
NP
368
NorthRock Partners
Minnesota
$9.35K
FFO
369
Fortitude Family Office
Arizona
$7.32K +$6.93K +200 New
HI
370
Harbour Investments
Wisconsin
$6.91K
VWWMG
371
Vermillion & White Wealth Management Group
Pennsylvania
$3.36K +$3.19K +92 New
FSWA
372
Financial Synergies Wealth Advisors
Texas
$2.77K +$35 +1 +1%
BHWM
373
Beaird Harris Wealth Management
Texas
$2.48K
EWA
374
EverSource Wealth Advisors
Alabama
$2.24K +$1.91K +55 +611%
QC
375
Quent Capital
New York
$1.94K +$346 +10 +23%

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.