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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
KA
126
Kovack Advisors
Florida
$311K +$36.8K +1,146 +14%
SC
127
Shearwater Capital
Colorado
$308K +$197K +6,147 New
VDBMI
128
Van Den Berg Management I
Texas
$306K +$298K +9,282 New
Citadel Advisors
129
Citadel Advisors
Florida
$299K +$291K +9,064 New
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$297K +$289K +9,000 New
FNBSF
131
First National Bank Sioux Falls
South Dakota
$294K – – –
JIC
132
Joel Isaacson & Co
New York
$282K +$274K +8,548 New
MRWM
133
ML&R Wealth Management
Texas
$277K +$269K +8,397 New
AWE
134
Avidian Wealth Enterprises
Texas
$274K +$267K +8,316 New
AC
135
Apella Capital
Connecticut
$260K +$253K +7,880 New
EFS
136
Essex Financial Services
Connecticut
$227K – – –
HighTower Advisors
137
HighTower Advisors
Illinois
$224K +$219K +6,834 New
LCM
138
Liberty Capital Management
Michigan
$223K +$217K +6,771 New
CSB
139
City State Bank
Iowa
$215K +$209K +6,505 New
RF
140
Resolute Financial
Massachusetts
$213K +$207K +6,451 New
TWC
141
TD Waterhouse Canada
Ontario, Canada
$209K +$202K +6,291 New
BWA
142
Blodgett Wealth Advisors
California
$200K +$195K +6,072 New
GAM
143
Gemmer Asset Management
California
$189K +$79.9K +2,490 +77%
MFT
144
Moisand Fitzgerald Tamayo
Florida
$186K +$32 +1 +0%
NFG
145
Next Financial Group
Texas
$104K +$75.4K +2,350 +294%
DHGWA
146
Dixon Hughes Goodman Wealth Advisors
North Carolina
$62K +$60.2K +1,876 New
GLLW
147
Graves Light Lenhart Wealth
Virginia
$60K – – –
ACA
148
Atlas Capital Advisors
Wyoming
$44.5K – – –
FCFS
149
First Command Financial Services
Texas
$30K – – –
FCB
150
First Command Bank
Texas
$27K – – –
3 4 5
6
7

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.