Dimensional US Core Equity Market ETF
DFAU
322 hedge funds and large institutions have $2.2B invested in Dimensional US Core Equity Market ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 164 increasing their positions, 88 reducing their positions, and 7 closing their positions.
343% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 7
86% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 88
23% more capital invested
Capital invested by funds: $1.78B → $2.2B (+$416M)
14% more funds holding in top 10
Funds holding in top 10: 49 → 56 (+7)
6% more funds holding
Funds holding: 303 → 322 (+19)
1.81% less ownership
Funds ownership: 60.17% → 58.36% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$133M |
| 2 |
BF
Blankinship & Foster
Solana Beach,
California
|
+$75.9M |
| 3 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
+$31.8M |
| 4 |
AssetMark Inc
Concord,
California
|
+$14M |
| 5 |
Betterment LLC
New York
|
+$8.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$90.4M |
| 2 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$30.4M |
| 3 |
Jane Street
New York
|
-$7.52M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$2.88M |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$2.53M |
DFAU Hedge Fund Activity: Q2 2023 in Review
322 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q2 2023, worth a combined $2.2B — up 23% from $1.78B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DFAU positions and 7 closed out — a net gain of 24 holders — while 164 added to existing stakes and 88 trimmed.
The largest buyer was Modera Wealth Management, adding an estimated $133M. The largest seller was COWA LLC, cutting an estimated $90.4M.
- 322 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q2 2023, up from 303 in Q1 2023.
- Funds reported $2.2B of Dimensional US Core Equity Market ETF stock for Q2 2023, up 23% quarter-over-quarter.
- 31 funds opened new Dimensional US Core Equity Market ETF positions in Q2 2023 and 7 closed out, a net change of +24 holders.
- The largest Dimensional US Core Equity Market ETF buyer in Q2 2023 was Modera Wealth Management, an estimated $133M added.
- The largest Dimensional US Core Equity Market ETF seller in Q2 2023 was COWA LLC, an estimated $90.4M sold.
Based on aggregated 13F filings for Q2 2023.