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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

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

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
RS
1
Retirement Solution
Washington
$112M +$377K +11,752 +0.3%
MWP
2
Meridian Wealth Partners
Pennsylvania
$81.1M -$53.8K -1,677 -0.1%
EVM
3
Eaton Vance Management
Massachusetts
$72.9M +$65.5M +2,040,815 +1,212%
UWPG
4
Ullmann Wealth Partners Group
Florida
$61M +$59.3M +1,847,064 New
PFM
5
Parsec Financial Management
North Carolina
$56.6M +$7.69M +239,593 +16%
AWA
6
Aquire Wealth Advisors
Utah
$45.9M +$44.6M +1,390,441 New
SFA
7
Sequoia Financial Advisors
Ohio
$45M +$43.8M +1,363,604 New
AF
8
Allworth Financial
California
$32.2M +$2.35M +73,148 +8%
EW
9
Evoke Wealth
California
$19.9M +$5.01M +156,120 +35%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$17.1M +$1.99M +62,175 +14%
MWM
11
Mattern Wealth Management
Kansas
$16M +$6.93M +215,885 +80%
SIG
12
Spinnaker Investment Group
California
$15.2M +$15.5M +482,801 New
PWM
13
PBMares Wealth Management
Virginia
$12.6M +$1.33M +41,499 +12%
Stifel Financial
14
Stifel Financial
Missouri
$12.5M +$4.08M +127,058 +50%
ACWM
15
Adams Chetwood Wealth Management
North Carolina
$10.8M +$1.38M +42,880 +15%
NCM
16
Northland Capital Management
Minnesota
$10.7M +$10.4M +324,334 New
AA
17
Auxano Advisors
Washington
$10.1M +$712K +22,179 +8%
SSC
18
Syverson Strege & Co
Iowa
$9.77M +$18.5K +577 +0.2%
FW
19
FirstPurpose Wealth
Utah
$9.14M +$8.89M +277,064 New
HR
20
Hardy Reed
Mississippi
$8.9M -$2.86K -89 -0%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.4M +$625K +19,472 +8%
FWP
22
Firethorn Wealth Partners
Georgia
$8.4M +$8.17M +254,659 New
TIM
23
Tortoise Investment Management
New York
$8.32M +$1.03M +32,155 +15%
CL
24
COWA LLC
Oklahoma
$7.47M +$2.69M +83,935 +59%
HWM
25
HB Wealth Management
Georgia
$7.23M +$7.03M +219,078 New
1
2 3 4 5

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.