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Dimensional US Core Equity Market ETF
DFAU

164 hedge funds and large institutions have $911M invested in Dimensional US Core Equity Market ETF in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 78 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 13

464% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 11

133% more funds holding in top 10

Funds holding in top 10: 9 → 21 (+12)

68% more capital invested

Capital invested by funds: $544M → $911M (+$367M)

43% more funds holding

Funds holding: 115 → 164 (+49)

9.89% more ownership

Funds ownership: 45.4% → 55.29% (+9.9%)

Holders
164
Holders Change
+49
Holders Change %
+42.61%
% of All Funds
2.52%
Holding in Top 10
21
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+133.33%
% of All Funds
0.32%
New
62
Increased
78
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$65.5M
2
UWPG
Ullmann Wealth Partners Group
Florida
+$59.3M
3
SFA
Sequoia Financial Advisors
Ohio
+$43.8M
4
PFM
Parsec Financial Management
North Carolina
+$7.69M
5
MWM
Mattern Wealth Management
Kansas
+$6.93M

Top Sellers

Rank Fund Capital Flow
1
KMWM
Keudell/Morrison Wealth Management
Oregon
-$43.9M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$12.2M
3
FTUS
Flow Traders U.S.
New York
-$1.13M
4
KAS
Kestra Advisory Services
Texas
-$536K
5
PAG
Private Advisor Group
New Jersey
-$436K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
WealthSource Partners
California
$6.88M +$168K +5,232 +3%
FCG
27
Financial Connections Group
California
$6.57M +$6.39M +199,208 New
CPIG
28
Chicago Partners Investment Group
Illinois
$6.52M +$252K +7,848 +4%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$6.42M +$469K +14,619 +8%
WFA
30
WMG Financial Advisors
Tennessee
$6.4M +$6.21M +193,636 New
ALWM
31
Andrews Lucia Wealth Management
California
$6.23M +$6.06M +188,830 New
SDWIA
32
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.2M +$763K +23,792 +14%
PPA
33
Parametric Portfolio Associates
Washington
$6.13M +$561K +17,484 +10%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$5.47M +$952K +29,657 +22%
AA
35
Ancora Advisors
Ohio
$5.34M -$15.6K -486 -0.3%
CFO
36
CVA Family Office
Colorado
$5.3M +$5.16M +160,743 New
CW
37
CreativeOne Wealth
Kansas
$5.04M -$315K -9,825 -6%
CAN
38
Cetera Advisor Networks
California
$5.01M +$47.5K +1,479 +1%
AA
39
Advisory Alpha
Michigan
$4.77M +$289K +9,016 +7%
B
40
BetterWealth
California
$4.63M +$4.5M +140,143 New
RCAG
41
Rehmann Capital Advisory Group
Michigan
$4.23M +$45.7K +1,423 +1%
AC
42
AWM Capital
Arizona
$4.1M +$1.94M +60,526 +95%
WG
43
Watchman Group
Texas
$3.9M +$3.39M +105,565 +831%
Betterment LLC
44
Betterment LLC
New York
$3.85M +$108K +3,380 +3%
UBS Group
45
UBS Group
Switzerland
$3.82M +$140K +4,378 +4%
PWM
46
Perigon Wealth Management
California
$3.81M +$821K +25,596 +28%
CIAS
47
Capital Investment Advisory Services
North Carolina
$3.74M -$291K -9,076 -7%
AFS
48
Annapolis Financial Services
Maryland
$3.58M +$1.85M +57,612 +114%
BJL
49
Brighton Jones LLC
Washington
$3.5M +$2.75M +85,775 +421%
USCWA
50
U.S. Capital Wealth Advisors
Texas
$3.03M +$667K +20,776 +29%
1
2
3 4 5

DFAU Hedge Fund Activity: Q4 2021 in Review

164 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q4 2021, worth a combined $911M — up 68% from $544M a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new DFAU positions and 11 closed out — a net gain of 51 holders — while 78 added to existing stakes and 13 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $65.5M. The largest seller was Keudell/Morrison Wealth Management, exiting entirely with an estimated $43.9M sold.

  • 164 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q4 2021, up from 115 in Q3 2021.
  • Funds reported $911M of Dimensional US Core Equity Market ETF stock for Q4 2021, up 68% quarter-over-quarter.
  • 62 funds opened new Dimensional US Core Equity Market ETF positions in Q4 2021 and 11 closed out, a net change of +51 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q4 2021 was Eaton Vance Management, an estimated $65.5M added.
  • The largest Dimensional US Core Equity Market ETF seller in Q4 2021 was Keudell/Morrison Wealth Management, an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2021.