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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
PWA
351
Physician Wealth Advisors
Utah
$548K +$59.9K +1,238 +13%
SWA
352
SFMG Wealth Advisors
Texas
$545K -$4.5K -93 -0.9%
MCM
353
MAI Capital Management
Ohio
$541K -$5.86K -121 -1%
FGAM
354
Financial Gravity Asset Management
Texas
$540K – – –
VWA
355
Visionary Wealth Advisors
Illinois
$538K – – –
KSWA
356
Kathleen S. Wright Associates
Pennsylvania
$533K +$459K +9,485 +1,201%
CWM
357
Curi Wealth Management
North Carolina
$524K +$2.23K +46 +0.5%
CCM
358
Condor Capital Management
New Jersey
$523K – – –
GWA
359
Geometric Wealth Advisors
District of Columbia
$512K – – –
TCM
360
Towercrest Capital Management
Pennsylvania
$511K – – –
AWMG
361
Alliance Wealth Management Group
New Jersey
$511K +$477K +9,863 New
NSG
362
Nalls Sherbakoff Group
Tennessee
$509K -$61.7K -1,275 -11%
TA
363
TFB Advisors
Kansas
$499K -$211K -4,349 -31%
MMA
364
Miracle Mile Advisors
California
$497K – – –
CSI
365
Cross Staff Investments
New York
$496K – – –
JSL
366
JT Stratford LLC
Georgia
$496K -$10.7K -221 -2%
FTUS
367
Flow Traders U.S.
New York
$494K +$461K +9,528 New
SVWAG
368
Sound View Wealth Advisors Group
Georgia
$490K – – –
BF
369
Brogan Financial
Tennessee
$485K +$2.03K +42 +0.5%
IF
370
Ironwood Financial
Arizona
$484K -$41.2K -852 -8%
Wells Fargo
371
Wells Fargo
California
$482K +$259K +5,353 +135%
CAP
372
Columbia Advisory Partners
Washington
$478K – – –
QHA
373
Quarry Hill Advisors
Minnesota
$475K -$12.4K -256 -3%
AG
374
Ascent Group
Virginia
$471K -$82.2K -1,698 -16%
LGWM
375
Litman Gregory Wealth Management
California
$465K +$435K +8,980 New
13 14
15
16 17

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.