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DFUS

Dimensional US Equity ETF
DFUS

476 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 161 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $56K | Put options by funds: $28K

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

5% more funds holding in top 10

Funds holding in top 10: 64 → 67 (+3)

2% more ownership

Funds ownership: 66.43% → 68.43% (+2%)

1% more funds holding

Funds holding: 470 → 476 (+6)

10% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 147

4% more capital invested

Capital invested by funds: $4.35B → $4.54B (+$191M)

Holders
476
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.55%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.06%
New
33
Increased
161
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
+$118M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$69.4M
3
SC
Savant Capital
Illinois
+$62M
4
MAC
Mason & Associates (California)
California
+$18.7M
5
WIM
Warwick Investment Management
Texas
+$15.4M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$86.5M
2
RJA
Raymond James & Associates
Florida
-$4.13M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.92M
4
AC
Avestar Capital
New York
-$3.53M
5
HWM
Hemington Wealth Management
Virginia
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFGAS
226
Allegiance Financial Group Advisory Services
Virginia
$1.25M +$1.55K +32 +0.1%
NHC
227
Nicholas Hoffman & Company
Georgia
$1.23M +$97 +2 +0%
MWM
228
Merriman Wealth Management
Washington
$1.22M – – –
FWP
229
Falcon Wealth Planning
California
$1.22M – – –
USCWA
230
U.S. Capital Wealth Advisors
Texas
$1.2M -$15.2K -315 -1%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$1.19M -$2.37K -49 -0.2%
MW
232
Marcum Wealth
Ohio
$1.19M +$4.21K +87 +0.3%
AWP
233
Abacus Wealth Partners
California
$1.19M -$3.97K -82 -0.3%
PSP
234
Principal Street Partners
Tennessee
$1.19M +$620K +12,819 +101%
AC
235
Applied Capital
Arkansas
$1.19M -$21.8K -451 -2%
Empower Advisory Group
236
Empower Advisory Group
Colorado
$1.18M – – –
OFA
237
Onyx Financial Advisors
Idaho
$1.18M -$43.3K -896 -3%
WAM
238
WNY Asset Management
New York
$1.16M – – –
AAS
239
Avantax Advisory Services
Texas
$1.15M -$113K -2,346 -9%
RA
240
RFG Advisory
Alabama
$1.15M +$4.06K +84 +0.3%
GS
241
GTS Securities
New York
$1.15M +$1.19M +24,601 New
AWM
242
Arista Wealth Management
Nevada
$1.14M +$25.1K +518 +2%
PFBT
243
Parkside Financial Bank & Trust
Missouri
$1.1M -$49.2K -1,017 -4%
RTL
244
Red Tortoise LLC
Georgia
$1.07M -$8.08K -167 -0.7%
CPSAC
245
Chas P. Smith & Associates (CPS)
Florida
$1.04M -$75K -1,550 -6%
GCIM
246
Gunn & Company Investment Management
Florida
$1.04M +$1.08M +22,325 New
Betterment LLC
247
Betterment LLC
New York
$1.04M +$285K +5,890 +36%
BFS
248
Beacon Financial Strategies
North Carolina
$1.04M – – –
BWM
249
Baystate Wealth Management
Massachusetts
$1.01M +$1.05M +21,778 New
EIA
250
Eldridge Investment Advisors
New Hampshire
$1M – – –
8 9
10
11 12

DFUS Hedge Fund Activity: Q3 2023 in Review

476 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2023, worth a combined $4.54B — up 4.4% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DFUS positions and 21 closed out — a net gain of 12 holders — while 161 added to existing stakes and 147 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $118M. The largest seller was EP Wealth Advisors, cutting an estimated $86.5M.

  • 476 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2023, up from 470 in Q2 2023.
  • Funds reported $4.54B of Dimensional US Equity ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 33 funds opened new Dimensional US Equity ETF positions in Q3 2023 and 21 closed out, a net change of +12 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $118M added.
  • The largest Dimensional US Equity ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $86.5M sold.

Based on aggregated 13F filings for Q3 2023.