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DFUS

Dimensional US Equity ETF
DFUS

439 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 131 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 17

39% more funds holding in top 10

Funds holding in top 10: 51 → 71 (+20)

17% more capital invested

Capital invested by funds: $3.09B → $3.6B (+$511M)

13% more funds holding

Funds holding: 390 → 439 (+49)

3.53% more ownership

Funds ownership: 61.91% → 65.44% (+3.5%)

5% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 131

Holders
439
Holders Change
+49
Holders Change %
+12.56%
% of All Funds
7.06%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.14%
New
76
Increased
138
Reduced
131
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZF
Zhang Financial
Michigan
+$19.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$11.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.16M
4
CPC
Consolidated Planning Corp
Georgia
+$6.96M
5
Creative Planning
Creative Planning
Kansas
+$5.65M

Top Sellers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
-$16.1M
2
SA
Shilanski & Associates
Alaska
-$7.98M
3
RA
RFG Advisory
Alabama
-$6.39M
4
RS
Retirement Solution
Washington
-$4.22M
5
GCM
G2 Capital Management
Ohio
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
376
Apriem Advisors
California
$233K +$235K +5,610 New
LWM
377
Lodestone Wealth Management
Washington
$233K +$234K +5,603 New
BTWM
378
Baker Tilly Wealth Management
Wisconsin
$229K +$1.04K +25 +0.5%
LBC
379
Lowe Brockenbrough & Co
Virginia
$222K – – –
FWM
380
Focused Wealth Management
New York
$222K +$223K +5,331 New
ECM
381
Evergreen Capital Management
Washington
$220K – – –
BSWA
382
Bromfield Sneider Wealth Advisors
Massachusetts
$219K – – –
WWC
383
Waypoint Wealth Counsel
Georgia
$216K +$217K +5,197 New
SW
384
Simplicity Wealth
New Jersey
$216K +$217K +5,179 New
NAM
385
NTV Asset Management
West Virginia
$213K +$214K +5,115 New
WTA
386
Washington Trust Advisors
Massachusetts
$212K – – –
PAG
387
Private Advisory Group
Washington
$208K +$209K +5,009 New
FFWA
388
FRG Family Wealth Advisors
Washington
$208K +$209K +4,993 New
UB
389
UMB Bank
Missouri
$206K – – –
MAC
390
Mason & Associates (California)
California
$205K +$206K +4,921 New
PWIA
391
Porter White Investment Advisors
Alabama
$202K +$203K +4,861 New
BWM
392
BlackDiamond Wealth Management
New York
$202K +$199K +4,751 New
Wells Fargo
393
Wells Fargo
California
$185K -$7.74K -185 -4%
PTC
394
Private Trust Company
Ohio
$183K +$184K +4,399 New
EI
395
Ellevest Inc
New York
$174K +$794 +19 +0.5%
M
396
MOTCO
Texas
$174K +$175K +4,184 New
GI
397
Gradient Investments
Minnesota
$164K -$105K -2,522 -39%
RCM
398
Raleigh Capital Management
North Carolina
$146K +$711 +17 +0.5%
AC
399
AlphaCore Capital
California
$144K – – –
RP
400
Rowlandmiller & Partners
Georgia
$140K – – –
14 15
16
17 18

DFUS Hedge Fund Activity: Q4 2022 in Review

439 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2022, worth a combined $3.6B — up 17% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DFUS positions and 17 closed out — a net gain of 59 holders — while 138 added to existing stakes and 131 trimmed.

The largest buyer was Zhang Financial, adding an estimated $19.4M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $16.1M.

  • 439 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2022, up from 390 in Q3 2022.
  • Funds reported $3.6B of Dimensional US Equity ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 76 funds opened new Dimensional US Equity ETF positions in Q4 2022 and 17 closed out, a net change of +59 holders.
  • The largest Dimensional US Equity ETF buyer in Q4 2022 was Zhang Financial, an estimated $19.4M added.
  • The largest Dimensional US Equity ETF seller in Q4 2022 was Focus Partners Advisor Solutions, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2022.