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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
ACP
51
Aveo Capital Partners
Colorado
$2.73M +$1.4M +43,686 +112%
CL
52
CPWM LLC
Washington
$2.71M – – –
Osaic Holdings
53
Osaic Holdings
Arizona
$2.63M +$613K +19,110 +31%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$2.62M +$2.55M +79,419 New
AF
55
Advisornet Financial
Minnesota
$2.55M -$422K -13,159 -15%
CA
56
CGN Advisors
Kansas
$2.54M +$594K +18,521 +32%
SC
57
Savant Capital
Illinois
$2.5M +$841K +26,219 +53%
OPS
58
Orion Portfolio Solutions
Nebraska
$2.37M +$106K +3,306 +5%
EFL
59
ERn Financial LLC
Wisconsin
$2.28M +$51.4K +1,601 +2%
IA
60
IFP Advisors
Florida
$2.14M +$917K +28,584 +80%
DADC
61
D.A. Davidson & Co
Montana
$2.1M +$42.4K +1,320 +2%
MCA
62
Maryland Capital Advisors
Maryland
$2.08M +$2.03M +63,159 New
AIS
63
American Investment Services
Massachusetts
$2.05M +$163K +5,084 +9%
MWM
64
Mission Wealth Management
California
$1.99M +$704K +21,928 +57%
Cetera Investment Advisers
65
Cetera Investment Advisers
Illinois
$1.91M +$166K +5,164 +10%
SHFA
66
SC&H Financial Advisors
Maryland
$1.79M +$1.74M +54,120 New
MPCL
67
My Personal CFO LLC
Washington
$1.74M +$1.69M +52,652 New
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$1.69M +$333K +10,379 +25%
Renaissance Technologies
69
Renaissance Technologies
New York
$1.61M +$545K +17,000 +54%
MG
70
Mather Group
Illinois
$1.56M +$123K +3,834 +9%
MCA
71
Magnolia Capital Advisors
Mississippi
$1.49M -$92.9K -2,894 -6%
Goldman Sachs
72
Goldman Sachs
New York
$1.43M +$1.39M +43,351 New
LWAC
73
Laurel Wealth Advisors (California)
California
$1.33M +$4.88K +152 +0.4%
WFA
74
West Financial Advisors
Iowa
$1.28M +$1.25M +38,945 New
BAM
75
Baldrige Asset Management
Pennsylvania
$1.26M +$128K +3,978 +12%
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.