Dimensional US Core Equity Market ETF
DFAU
373 hedge funds and large institutions have $2.91B invested in Dimensional US Core Equity Market ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 171 increasing their positions, 98 reducing their positions, and 10 closing their positions.
580% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 10
74% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 98
20% more funds holding in top 10
Funds holding in top 10: 61 → 73 (+12)
16% more funds holding
Funds holding: 321 → 373 (+52)
16% more capital invested
Capital invested by funds: $2.51B → $2.91B (+$400M)
0% more call options, than puts
Call options by funds: $5K | Put options by funds: $5K
1.51% less ownership
Funds ownership: 64.41% → 62.9% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$14.4M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$11.7M |
| 3 |
SIG
Spinnaker Investment Group
Newport Beach,
California
|
+$10.8M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$10.5M |
| 5 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$9.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$163M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
-$34.1M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$8.28M |
| 4 |
WWM
Wolff Wiese Magana
Carslbad,
California
|
-$3.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.93M |
DFAU Hedge Fund Activity: Q4 2023 in Review
373 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Core Equity Market ETF (DFAU) for Q4 2023, worth a combined $2.91B — up 16% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new DFAU positions and 10 closed out — a net gain of 58 holders — while 171 added to existing stakes and 98 trimmed.
The largest buyer was OneDigital Investment Advisors, opening a new position worth an estimated $14.4M. The largest seller was Strategic Investment Solutions, cutting an estimated $163M.
- 373 institutional investors held Dimensional US Core Equity Market ETF (DFAU) as of Q4 2023, up from 321 in Q3 2023.
- Funds reported $2.91B of Dimensional US Core Equity Market ETF stock for Q4 2023, up 16% quarter-over-quarter.
- 68 funds opened new Dimensional US Core Equity Market ETF positions in Q4 2023 and 10 closed out, a net change of +58 holders.
- The largest Dimensional US Core Equity Market ETF buyer in Q4 2023 was OneDigital Investment Advisors, an estimated $14.4M added.
- The largest Dimensional US Core Equity Market ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $163M sold.
Based on aggregated 13F filings for Q4 2023.