Dimensional US Core Equity Market ETF
DFAU
321 hedge funds and large institutions have $2.51B invested in Dimensional US Core Equity Market ETF in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 169 increasing their positions, 91 reducing their positions, and 20 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 169 | Existing positions reduced: 91
14% more capital invested
Capital invested by funds: $2.2B → $2.51B (+$306M)
9% more funds holding in top 10
Funds holding in top 10: 56 → 61 (+5)
6% more ownership
Funds ownership: 58.41% → 64.41% (+6%)
1% less funds holding
Funds holding: 323 → 321 (-2)
5% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $32K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$163M |
| 2 |
BA
BCM Advisors
Lafayette,
Louisiana
|
+$45.4M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$36.4M |
| 4 |
KA
Kooman & Associates
Altoona,
Pennsylvania
|
+$14.4M |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$9.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$35.7M |
| 2 |
AWM
Activest Wealth Management
Aventure,
Florida
|
-$5.1M |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$4.16M |
| 4 |
RS
Retirement Solution
Redmond,
Washington
|
-$3.35M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.1M |
DFAU Hedge Fund Activity: Q3 2023 in Review
321 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q3 2023, worth a combined $2.51B — up 14% from $2.2B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of DFAU and 19 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 169 added.
The largest buyer was Strategic Investment Solutions, adding an estimated $163M. The largest seller was Ullmann Wealth Partners Group, cutting an estimated $35.7M.
- 321 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q3 2023, down from 323 in Q2 2023.
- Funds reported $2.51B of Dimensional US Core Equity Market ETF stock for Q3 2023, up 14% quarter-over-quarter.
- 19 funds opened new Dimensional US Core Equity Market ETF positions in Q3 2023 and 20 closed out, a net change of -1 holder.
- The largest Dimensional US Core Equity Market ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $163M added.
- The largest Dimensional US Core Equity Market ETF seller in Q3 2023 was Ullmann Wealth Partners Group, an estimated $35.7M sold.
Based on aggregated 13F filings for Q3 2023.