Dimensional US Equity ETF
DFUS
592 hedge funds and large institutions have $6.76B invested in Dimensional US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 223 increasing their positions, 160 reducing their positions, and 15 closing their positions.
207% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 15
39% more repeat investments, than reductions
Existing positions increased: 223 | Existing positions reduced: 160
9% more capital invested
Capital invested by funds: $6.19B → $6.76B (+$571M)
5% more funds holding in top 10
Funds holding in top 10: 78 → 82 (+4)
4% more funds holding
Funds holding: 567 → 592 (+25)
1.23% more ownership
Funds ownership: 69.1% → 70.33% (+1.2%)
Top Buyers
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$113M |
| 2 |
LPL Financial
San Diego,
California
|
+$60.4M |
| 3 |
PCMC
Private Capital Management (Colorado)
Denver,
Colorado
|
+$39.7M |
| 4 |
Cerity Partners
New York
|
+$27.4M |
| 5 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$20.3M |
Top Sellers
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
-$19.8M |
| 2 |
WIM
Warwick Investment Management
Bryan,
Texas
|
-$16.7M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$9.46M |
| 4 |
TB
Treynor Bancshares
Treynor,
Iowa
|
-$8.4M |
| 5 |
FFM
Forum Financial Management
Lombard,
Illinois
|
-$5.91M |
DFUS Hedge Fund Activity: Q2 2024 in Review
592 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2024, worth a combined $6.76B — up 9.2% from $6.19B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new DFUS positions and 15 closed out — a net gain of 31 holders — while 223 added to existing stakes and 160 trimmed.
The largest buyer was Creative Planning, adding an estimated $113M. The largest seller was Savant Capital, cutting an estimated $19.8M.
- 592 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2024, up from 567 in Q1 2024.
- Funds reported $6.76B of Dimensional US Equity ETF stock for Q2 2024, up 9.2% quarter-over-quarter.
- 46 funds opened new Dimensional US Equity ETF positions in Q2 2024 and 15 closed out, a net change of +31 holders.
- The largest Dimensional US Equity ETF buyer in Q2 2024 was Creative Planning, an estimated $113M added.
- The largest Dimensional US Equity ETF seller in Q2 2024 was Savant Capital, an estimated $19.8M sold.
Based on aggregated 13F filings for Q2 2024.