Dimensional US Core Equity Market ETF
DFAU
284 hedge funds and large institutions have $1.68B invested in Dimensional US Core Equity Market ETF in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 118 increasing their positions, 67 reducing their positions, and 20 closing their positions.
305% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 20
76% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 67
61% more funds holding in top 10
Funds holding in top 10: 31 → 50 (+19)
50% more call options, than puts
Call options by funds: $3K | Put options by funds: $2K
37% more capital invested
Capital invested by funds: $1.22B → $1.68B (+$453M)
25% more funds holding
Funds holding: 227 → 284 (+57)
7.04% more ownership
Funds ownership: 54.14% → 61.18% (+7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$23.9M |
| 2 |
AWA
Aquire Wealth Advisors
South Jordan,
Utah
|
+$19.7M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
+$17.7M |
| 4 |
PO
Private Ocean
San Rafael,
California
|
+$15.3M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$11.6M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$7.56M |
| 3 |
NCM
Northland Capital Management
Virginia,
Minnesota
|
-$7.48M |
| 4 |
T
TCWP
Beachwood,
Ohio
|
-$7.19M |
| 5 |
MFA
Morling Financial Advisors
Fremont,
California
|
-$3.58M |
DFAU Hedge Fund Activity: Q4 2022 in Review
284 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q4 2022, worth a combined $1.68B — up 37% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new DFAU positions and 20 closed out — a net gain of 61 holders — while 118 added to existing stakes and 67 trimmed.
The largest buyer was Essential Planning, adding an estimated $23.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $11.6M sold.
- 284 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q4 2022, up from 227 in Q3 2022.
- Funds reported $1.68B of Dimensional US Core Equity Market ETF stock for Q4 2022, up 37% quarter-over-quarter.
- 81 funds opened new Dimensional US Core Equity Market ETF positions in Q4 2022 and 20 closed out, a net change of +61 holders.
- The largest Dimensional US Core Equity Market ETF buyer in Q4 2022 was Essential Planning, an estimated $23.9M added.
- The largest Dimensional US Core Equity Market ETF seller in Q4 2022 was Old Mission Capital, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2022.