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DFUS

Dimensional US Equity ETF
DFUS

476 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 161 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $56K | Put options by funds: $28K

57% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 21

5% more funds holding in top 10

Funds holding in top 10: 64 → 67 (+3)

2% more ownership

Funds ownership: 66.43% → 68.43% (+2%)

1% more funds holding

Funds holding: 470 → 476 (+6)

10% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 147

4% more capital invested

Capital invested by funds: $4.35B → $4.54B (+$191M)

Holders
476
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.55%
Holding in Top 10
67
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.69%
% of All Funds
1.06%
New
33
Increased
161
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
+$118M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$69.4M
3
SC
Savant Capital
Illinois
+$62M
4
MAC
Mason & Associates (California)
California
+$18.7M
5
WIM
Warwick Investment Management
Texas
+$15.4M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$86.5M
2
RJA
Raymond James & Associates
Florida
-$4.13M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.92M
4
AC
Avestar Capital
New York
-$3.53M
5
HWM
Hemington Wealth Management
Virginia
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
GD
401
Grandfield & Dodd
New York
$240K -$7.25K -150 -3%
NAM
402
NTV Asset Management
West Virginia
$238K – – –
WTA
403
Washington Trust Advisors
Massachusetts
$237K – – –
EFS
404
Essex Financial Services
Connecticut
$237K +$246K +5,085 New
BOC
405
Bull Oak Capital
California
$236K +$245K +5,061 New
GRP
406
Global Retirement Partners
California
$234K -$822 -17 -0.3%
FFWA
407
FRG Family Wealth Advisors
Washington
$232K – – –
WIA
408
World Investment Advisors
California
$230K -$9.82K -203 -4%
PAS
409
Park Avenue Securities
New York
$230K +$239K +4,944 New
SW
410
Simplicity Wealth
New Jersey
$230K +$239K +4,940 New
UB
411
UMB Bank
Missouri
$230K – – –
PWIA
412
Porter White Investment Advisors
Alabama
$226K – – –
OCM
413
One Capital Management
California
$224K – – –
PAG
414
Private Advisory Group
Washington
$222K -$12.1K -250 -5%
WAM
415
Weatherly Asset Management
California
$216K – – –
DWA
416
Delap Wealth Advisory
Oregon
$214K – – –
WP
417
Westmount Partners
California
$212K – – –
MWP
418
Meridian Wealth Partners
Pennsylvania
$209K – – –
RWRC
419
R.W. Roge & Company
New York
$208K +$226K +4,680 New
Prudential Financial
420
Prudential Financial
New Jersey
$206K -$1.94K -40 -0.9%
FI
421
Financial Insights
Washington
$206K – – –
AWM
422
Accel Wealth Management
Iowa
$204K – – –
BIG
423
Builder Investment Group
Georgia
$204K +$725 +15 +0.3%
AMG
424
Advisors Management Group
Wisconsin
$204K – – –
AWA
425
Arkadios Wealth Advisors
Georgia
$200K +$208K +4,302 New
15 16
17
18 19

DFUS Hedge Fund Activity: Q3 2023 in Review

476 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2023, worth a combined $4.54B — up 4.4% from $4.35B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new DFUS positions and 21 closed out — a net gain of 12 holders — while 161 added to existing stakes and 147 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $118M. The largest seller was EP Wealth Advisors, cutting an estimated $86.5M.

  • 476 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2023, up from 470 in Q2 2023.
  • Funds reported $4.54B of Dimensional US Equity ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
  • 33 funds opened new Dimensional US Equity ETF positions in Q3 2023 and 21 closed out, a net change of +12 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $118M added.
  • The largest Dimensional US Equity ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $86.5M sold.

Based on aggregated 13F filings for Q3 2023.