Dimensional US Core Equity Market ETF
DFAU
70 hedge funds and large institutions have $322M invested in Dimensional US Core Equity Market ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 25 increasing their positions, 3 reducing their positions, and 2 closing their positions.
1,900% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 2
733% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 3
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
129% more capital invested
Capital invested by funds: $141M → $322M (+$181M)
119% more funds holding
Funds holding: 32 → 70 (+38)
13.23% less ownership
Funds ownership: 67.45% → 54.22% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWP
Meridian Wealth Partners
Exton,
Pennsylvania
|
+$67.1M |
| 2 |
AF
Allworth Financial
Folsom,
California
|
+$16.7M |
| 3 |
RS
Retirement Solution
Redmond,
Washington
|
+$7.3M |
| 4 |
HR
Hardy Reed
Tupelo,
Mississippi
|
+$7.17M |
| 5 |
AA
Auxano Advisors
Bellevue,
Washington
|
+$4.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
WealthStone
Columbus,
Ohio
|
-$7.78M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$667K |
| 3 |
PGFC
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
-$552K |
| 4 |
Jane Street
New York
|
-$270K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$76.7K |
DFAU Hedge Fund Activity: Q1 2021 in Review
70 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q1 2021, worth a combined $322M — up 129% from $141M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new DFAU positions and 2 closed out — a net gain of 38 holders — while 25 added to existing stakes and 3 trimmed.
The largest buyer was Meridian Wealth Partners, opening a new position worth an estimated $67.1M. The largest seller was WealthStone, exiting entirely with an estimated $7.78M sold.
- 70 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q1 2021, up from 32 in Q4 2020.
- Funds reported $322M of Dimensional US Core Equity Market ETF stock for Q1 2021, up 129% quarter-over-quarter.
- 40 funds opened new Dimensional US Core Equity Market ETF positions in Q1 2021 and 2 closed out, a net change of +38 holders.
- The largest Dimensional US Core Equity Market ETF buyer in Q1 2021 was Meridian Wealth Partners, an estimated $67.1M added.
- The largest Dimensional US Core Equity Market ETF seller in Q1 2021 was WealthStone, an estimated $7.78M sold.
Based on aggregated 13F filings for Q1 2021.