Dimensional US Core Equity Market ETF
DFAU
115 hedge funds and large institutions have $544M invested in Dimensional US Core Equity Market ETF in 2021 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 4 reducing their positions, and 3 closing their positions.
1,675% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 4
767% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $446M → $544M (+$98.2M)
21% more funds holding
Funds holding: 95 → 115 (+20)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
2.06% less ownership
Funds ownership: 47.46% → 45.4% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$45M |
| 2 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$19.6M |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
+$8.3M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$5.27M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$5.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFO
CVA Family Office
Denver,
Colorado
|
-$3.74M |
| 2 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$1.47M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.26M |
| 4 |
Jane Street
New York
|
-$1.1M |
| 5 |
HR
Hardy Reed
Tupelo,
Mississippi
|
-$224K |
DFAU Hedge Fund Activity: Q3 2021 in Review
115 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q3 2021, worth a combined $544M — up 22% from $446M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DFAU positions and 3 closed out — a net gain of 23 holders — while 71 added to existing stakes and 4 trimmed.
The largest buyer was Keudell/Morrison Wealth Management, opening a new position worth an estimated $45M. The largest seller was CVA Family Office, exiting entirely with an estimated $3.74M sold.
- 115 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q3 2021, up from 95 in Q2 2021.
- Funds reported $544M of Dimensional US Core Equity Market ETF stock for Q3 2021, up 22% quarter-over-quarter.
- 26 funds opened new Dimensional US Core Equity Market ETF positions in Q3 2021 and 3 closed out, a net change of +23 holders.
- The largest Dimensional US Core Equity Market ETF buyer in Q3 2021 was Keudell/Morrison Wealth Management, an estimated $45M added.
- The largest Dimensional US Core Equity Market ETF seller in Q3 2021 was CVA Family Office, an estimated $3.74M sold.
Based on aggregated 13F filings for Q3 2021.