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DFUS

Dimensional US Equity ETF
DFUS

547 hedge funds and large institutions have $5.39B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 177 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

790% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 146

19% more capital invested

Capital invested by funds: $4.54B → $5.39B (+$850M)

16% more funds holding in top 10

Funds holding in top 10: 67 → 78 (+11)

15% more funds holding

Funds holding: 476 → 547 (+71)

1.4% more ownership

Funds ownership: 68.43% → 69.83% (+1.4%)

Holders
547
Holders Change
+71
Holders Change %
+14.92%
% of All Funds
7.97%
Holding in Top 10
78
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.42%
% of All Funds
1.14%
New
89
Increased
177
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IDA
Intelligence Driven Advisers
California
+$70.1M
2
BSW
Buckingham Strategic Wealth
Missouri
+$29.1M
3
MAC
Mason & Associates (California)
California
+$27.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.2M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$105M
2
PCA
Prosperity Capital Advisors
Ohio
-$18.2M
3
PL
Plancorp LLC
Missouri
-$10.5M
4
MA
Mutual Advisors
Nebraska
-$8.62M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
251
Nicholas Hoffman & Company
Georgia
$1.37M +$145 +3 +0%
FWP
252
Falcon Wealth Planning
California
$1.36M – – –
MWM
253
Merriman Wealth Management
Washington
$1.36M -$1.5K -31 -0.1%
IAN
254
Integrated Advisors Network
Texas
$1.34M -$161K -3,326 -11%
USCWA
255
U.S. Capital Wealth Advisors
Texas
$1.34M – – –
MW
256
Marcum Wealth
Ohio
$1.33M +$5.62K +116 +0.5%
Bank of New York Mellon
257
Bank of New York Mellon
New York
$1.33M -$871 -18 -0.1%
AWP
258
Abacus Wealth Partners
California
$1.31M -$12.4K -257 -1%
FFA
259
Farther Finance Advisors
California
$1.3M +$1.06M +21,860 +669%
WAM
260
WNY Asset Management
New York
$1.29M – – –
RA
261
RFG Advisory
Alabama
$1.28M +$5.37K +111 +0.5%
AWM
262
Arista Wealth Management
Nevada
$1.27M +$145 +3 +0%
OFA
263
Onyx Financial Advisors
Idaho
$1.25M -$58.9K -1,217 -5%
PFBT
264
Parkside Financial Bank & Trust
Missouri
$1.23M +$4.65K +96 +0.4%
GVAG
265
Great Valley Advisor Group
Delaware
$1.2M +$1.12M +23,212 New
RTL
266
Red Tortoise LLC
Georgia
$1.19M +$1.6K +33 +0.1%
AC
267
Applied Capital
Arkansas
$1.19M +$1.94K +40 +0.2%
IFG
268
Independent Financial Group
California
$1.16M +$104K +2,154 +11%
BFS
269
Beacon Financial Strategies
North Carolina
$1.15M – – –
BWM
270
Baystate Wealth Management
Massachusetts
$1.13M +$4.84K +100 +0.5%
DW
271
Dodds Wealth
Colorado
$1.12M +$1.05M +21,668 New
CPSAC
272
Chas P. Smith & Associates (CPS)
Florida
$1.12M -$34.6K -715 -3%
GCIM
273
Gunn & Company Investment Management
Florida
$1.12M -$34.6K -715 -3%
EIA
274
Eldridge Investment Advisors
New Hampshire
$1.11M – – –
MWC
275
MBM Wealth Consultants
Missouri
$1.11M – – –
9 10
11
12 13

DFUS Hedge Fund Activity: Q4 2023 in Review

547 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2023, worth a combined $5.39B — up 19% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFUS positions and 10 closed out — a net gain of 79 holders — while 177 added to existing stakes and 146 trimmed.

The largest buyer was Intelligence Driven Advisers, adding an estimated $70.1M. The largest seller was Strategic Investment Solutions, cutting an estimated $105M.

  • 547 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2023, up from 476 in Q3 2023.
  • Funds reported $5.39B of Dimensional US Equity ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 89 funds opened new Dimensional US Equity ETF positions in Q4 2023 and 10 closed out, a net change of +79 holders.
  • The largest Dimensional US Equity ETF buyer in Q4 2023 was Intelligence Driven Advisers, an estimated $70.1M added.
  • The largest Dimensional US Equity ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2023.