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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
TCM
326
Towneley Capital Management
California
$669K +$625K +12,917 New
SAM
327
SP Asset Management
California
$666K +$2.81K +58 +0.5%
PSP
328
Principal Street Partners
Tennessee
$665K -$616K -12,718 -50%
TH
329
Team Hewins
California
$664K +$621K +12,820 New
DPI
330
Diversified Portfolios Inc
Michigan
$640K – – –
IFS
331
Intelligent Financial Strategies
Minnesota
$632K -$20.4K -421 -3%
CFFP
332
Center for Financial Planning
Michigan
$631K – – –
Franklin Resources
333
Franklin Resources
California
$626K +$2.61K +54 +0.4%
WP
334
Wealthspan Partners
Iowa
$625K – – –
SPIA
335
Steward Partners Investment Advisory
New York
$624K +$523K +10,800 +872%
TFM
336
Trademark Financial Management
Minnesota
$608K +$568K +11,725 New
LBC
337
Lowe Brockenbrough & Co
Virginia
$601K +$303K +6,264 +118%
SWM
338
Seaside Wealth Management
California
$601K – – –
PNC Financial Services Group
339
PNC Financial Services Group
Pennsylvania
$599K – – –
NWM
340
Northwest Wealth Management
Iowa
$595K +$555K +11,472 New
EW
341
Evoke Wealth
California
$589K +$550K +11,371 New
NA
342
NewEdge Advisors
Louisiana
$584K +$2.71K +56 +0.5%
NP
343
NorthRock Partners
Minnesota
$564K +$526K +10,874 New
FCI
344
Financial Counselors Inc
Kansas
$561K – – –
MFS
345
Madrona Financial Services
Washington
$560K – – –
AFAS
346
Acorn Financial Advisory Services
Virginia
$559K -$3.19K -66 -0.6%
MWA
347
Midland Wealth Advisors
Illinois
$552K +$516K +10,651 New
VWA
348
Valued Wealth Advisors
Utah
$550K +$572K +11,813 New
TFA
349
TPG Financial Advisors
Oregon
$548K +$514K +10,621 New
GLA
350
Great Lakes Advisors
Illinois
$548K – – –
12 13
14
15 16

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.