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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$65.5M |
| 2 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$59.3M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$43.8M |
| 4 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$7.69M |
| 5 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$6.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
-$43.9M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$12.2M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.13M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$536K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$436K |
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.