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Dimensional US Core Equity Market ETF
DFAU

187 hedge funds and large institutions have $1.15B invested in Dimensional US Core Equity Market ETF in 2022 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 33

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

33% more funds holding in top 10

Funds holding in top 10: 21 → 28 (+7)

27% more capital invested

Capital invested by funds: $911M → $1.15B (+$243M)

14% more funds holding

Funds holding: 164 → 187 (+23)

3.29% more ownership

Funds ownership: 55.29% → 58.58% (+3.3%)

Holders
187
Holders Change
+23
Holders Change %
+14.02%
% of All Funds
2.95%
Holding in Top 10
28
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+33.33%
% of All Funds
0.44%
New
42
Increased
97
Reduced
33
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$53.7M
2
AC
AWM Capital
Arizona
+$14.7M
3
PFM
Parsec Financial Management
North Carolina
+$13.6M
4
CIAS
CFS Investment Advisory Services
New Jersey
+$13.2M
5
WFA
West Financial Advisors
Iowa
+$11.2M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$1.61M
2
PPA
Parametric Portfolio Associates
Washington
-$1.57M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$626K
4
AF
Advisornet Financial
Minnesota
-$613K
5
TFA
Teamwork Financial Advisors
Texas
-$597K
Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1
Retirement Solution
Washington
$106M -$226K -7,278 -0.2%
MWP
2
Meridian Wealth Partners
Pennsylvania
$79.5M +$1.95M +62,837 +3%
EVM
3
Eaton Vance Management
Massachusetts
$72.5M +$2.82M +90,918 +4%
PFM
4
Parsec Financial Management
North Carolina
$67.9M +$13.6M +437,827 +26%
UWPG
5
Ullmann Wealth Partners Group
Florida
$61.2M +$2.96M +95,281 +5%
AWM
6
AE Wealth Management
Kansas
$55.1M +$53.7M +1,728,651 +9,563%
SFA
7
Sequoia Financial Advisors
Ohio
$49.6M +$6.47M +208,431 +15%
AWA
8
Aquire Wealth Advisors
Utah
$47.8M +$3.87M +124,478 +9%
AF
9
Allworth Financial
California
$32.3M +$1.5M +48,286 +5%
EW
10
Evoke Wealth
California
$24.4M +$5.23M +168,334 +28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$22.7M +$6.25M +201,140 +39%
SIG
12
Spinnaker Investment Group
California
$20.4M +$4.68M +150,588 +31%
AC
13
AWM Capital
Arizona
$18.8M +$14.7M +472,873 +381%
NCM
14
Northland Capital Management
Minnesota
$18.5M +$8.12M +261,495 +81%
Stifel Financial
15
Stifel Financial
Missouri
$17.3M +$5.21M +167,781 +44%
PWM
16
PBMares Wealth Management
Virginia
$16.9M +$4.74M +152,552 +40%
MWM
17
Mattern Wealth Management
Kansas
$16.3M +$1.03M +33,261 +7%
FW
18
FirstPurpose Wealth
Utah
$12.9M +$4.12M +132,530 +48%
WFA
19
West Financial Advisors
Iowa
$12.6M +$11.2M +361,409 +928%
ACWM
20
Adams Chetwood Wealth Management
North Carolina
$11.1M +$721K +23,199 +7%
Betterment LLC
21
Betterment LLC
New York
$10.5M +$6.69M +215,309 +185%
HWM
22
HB Wealth Management
Georgia
$9.47M +$2.53M +81,381 +37%
TWP
23
Total Wealth Planning
Ohio
$9.43M +$9.3M +299,261 New
SSC
24
Syverson Strege & Co
Iowa
$9.39M +$55.6K +1,791 +0.6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$9.27M +$8.7M +280,122 +2,018%
1
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DFAU Hedge Fund Activity: Q1 2022 in Review

187 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q1 2022, worth a combined $1.15B — up 27% from $911M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new DFAU positions and 18 closed out — a net gain of 24 holders — while 97 added to existing stakes and 33 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $53.7M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $1.61M sold.

  • 187 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q1 2022, up from 164 in Q4 2021.
  • Funds reported $1.15B of Dimensional US Core Equity Market ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 42 funds opened new Dimensional US Core Equity Market ETF positions in Q1 2022 and 18 closed out, a net change of +24 holders.
  • The largest Dimensional US Core Equity Market ETF buyer in Q1 2022 was AE Wealth Management, an estimated $53.7M added.
  • The largest Dimensional US Core Equity Market ETF seller in Q1 2022 was Renaissance Technologies, an estimated $1.61M sold.

Based on aggregated 13F filings for Q1 2022.