Dimensional US Core Equity Market ETF
DFAU
227 hedge funds and large institutions have $1.22B invested in Dimensional US Core Equity Market ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 117 increasing their positions, 63 reducing their positions, and 21 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 63
57% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 21
5% more funds holding
Funds holding: 216 → 227 (+11)
5.11% less ownership
Funds ownership: 59.25% → 54.14% (-5.1%)
6% less capital invested
Capital invested by funds: $1.3B → $1.22B (-$75.4M)
18% less funds holding in top 10
Funds holding in top 10: 38 → 31 (-7)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$19.3M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$16.7M |
| 3 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$15.7M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$12.5M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$60.7M |
| 2 |
MWP
Meridian Wealth Partners
Exton,
Pennsylvania
|
-$22.9M |
| 3 |
WFA
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
-$22.9M |
| 4 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$19.6M |
| 5 |
GPWA
Great Point Wealth Advisors
Boston,
Massachusetts
|
-$9.52M |
DFAU Hedge Fund Activity: Q3 2022 in Review
227 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q3 2022, worth a combined $1.22B — down 5.8% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DFAU positions and 21 closed out — a net gain of 12 holders — while 117 added to existing stakes and 63 trimmed.
The largest buyer was Parsec Financial Management, adding an estimated $19.3M. The largest seller was Pathstone Family Office, cutting an estimated $60.7M.
- 227 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q3 2022, up from 216 in Q2 2022.
- Funds reported $1.22B of Dimensional US Core Equity Market ETF stock for Q3 2022, down 5.8% quarter-over-quarter.
- 33 funds opened new Dimensional US Core Equity Market ETF positions in Q3 2022 and 21 closed out, a net change of +12 holders.
- The largest Dimensional US Core Equity Market ETF buyer in Q3 2022 was Parsec Financial Management, an estimated $19.3M added.
- The largest Dimensional US Core Equity Market ETF seller in Q3 2022 was Pathstone Family Office, an estimated $60.7M sold.
Based on aggregated 13F filings for Q3 2022.