Dimensional US Core Equity Market ETF
DFAU
217 hedge funds and large institutions have $1.3B invested in Dimensional US Core Equity Market ETF in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 113 increasing their positions, 41 reducing their positions, and 19 closing their positions.
176% more repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 41
168% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 19
36% more funds holding in top 10
Funds holding in top 10: 28 → 38 (+10)
15% more funds holding
Funds holding: 188 → 217 (+29)
12% more capital invested
Capital invested by funds: $1.15B → $1.3B (+$143M)
1.33% more ownership
Funds ownership: 57.93% → 59.26% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$66.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$59.9M |
| 3 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
+$23.6M |
| 4 |
AF
Allworth Financial
Folsom,
California
|
+$22.9M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$72.5M |
| 2 |
WFA
West Financial Advisors
Des Moines,
Iowa
|
-$11.1M |
| 3 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$7.59M |
| 4 |
WG
Watchman Group
Plano,
Texas
|
-$5.63M |
| 5 |
B
BetterWealth
San Jose,
California
|
-$4.48M |
DFAU Hedge Fund Activity: Q2 2022 in Review
217 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q2 2022, worth a combined $1.3B — up 12% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new DFAU positions and 19 closed out — a net gain of 32 holders — while 113 added to existing stakes and 41 trimmed.
The largest buyer was Pathstone Family Office, opening a new position worth an estimated $66.5M. The largest seller was Eaton Vance Management, exiting entirely with an estimated $72.5M sold.
- 217 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q2 2022, up from 188 in Q1 2022.
- Funds reported $1.3B of Dimensional US Core Equity Market ETF stock for Q2 2022, up 12% quarter-over-quarter.
- 51 funds opened new Dimensional US Core Equity Market ETF positions in Q2 2022 and 19 closed out, a net change of +32 holders.
- The largest Dimensional US Core Equity Market ETF buyer in Q2 2022 was Pathstone Family Office, an estimated $66.5M added.
- The largest Dimensional US Core Equity Market ETF seller in Q2 2022 was Eaton Vance Management, an estimated $72.5M sold.
Based on aggregated 13F filings for Q2 2022.