Dimensional US Core Equity Market ETF
DFAU
304 hedge funds and large institutions have $1.81B invested in Dimensional US Core Equity Market ETF in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 157 increasing their positions, 78 reducing their positions, and 10 closing their positions.
1,367% more call options, than puts
Call options by funds: $44K | Put options by funds: $3K
250% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 10
101% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 78
8% more capital invested
Capital invested by funds: $1.68B → $1.81B (+$131M)
7% more funds holding
Funds holding: 284 → 304 (+20)
2% less funds holding in top 10
Funds holding in top 10: 50 → 49 (-1)
3.86% less ownership
Funds ownership: 61.18% → 57.32% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Kooman & Associates
Altoona,
Pennsylvania
|
+$41.7M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$14.9M |
| 3 |
PFM
Parsec Financial Management
Asheville,
North Carolina
|
+$12.9M |
| 4 |
AWA
Aquire Wealth Advisors
South Jordan,
Utah
|
+$11.8M |
| 5 |
AWM
Arista Wealth Management
Las Vegas,
Nevada
|
+$10.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RS
Retirement Solution
Redmond,
Washington
|
-$99.1M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$92.3M |
| 3 |
MWM
Mattern Wealth Management
Lawrence,
Kansas
|
-$6.83M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$6.63M |
| 5 |
CL
COWA LLC
Tulsa,
Oklahoma
|
-$3.27M |
DFAU Hedge Fund Activity: Q1 2023 in Review
304 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q1 2023, worth a combined $1.81B — up 7.8% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DFAU positions and 10 closed out — a net gain of 25 holders — while 157 added to existing stakes and 78 trimmed.
The largest buyer was Kooman & Associates, adding an estimated $41.7M. The largest seller was Retirement Solution, cutting an estimated $99.1M.
- 304 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q1 2023, up from 284 in Q4 2022.
- Funds reported $1.81B of Dimensional US Core Equity Market ETF stock for Q1 2023, up 7.8% quarter-over-quarter.
- 35 funds opened new Dimensional US Core Equity Market ETF positions in Q1 2023 and 10 closed out, a net change of +25 holders.
- The largest Dimensional US Core Equity Market ETF buyer in Q1 2023 was Kooman & Associates, an estimated $41.7M added.
- The largest Dimensional US Core Equity Market ETF seller in Q1 2023 was Retirement Solution, an estimated $99.1M sold.
Based on aggregated 13F filings for Q1 2023.