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DFUS

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
592
Holders Change
+25
Holders Change %
+4.41%
% of All Funds
8.55%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.18%
New
46
Increased
223
Reduced
160
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$113M
2
LPL Financial
LPL Financial
California
+$60.4M
3
PCMC
Private Capital Management (Colorado)
Colorado
+$39.7M
4
Cerity Partners
Cerity Partners
New York
+$27.4M
5
SWA
Sax Wealth Advisors
New Jersey
+$20.3M

Top Sellers

1
SC
Savant Capital
Illinois
-$19.8M
2
WIM
Warwick Investment Management
Texas
-$16.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$9.46M
4
TB
Treynor Bancshares
Iowa
-$8.4M
5
FFM
Forum Financial Management
Illinois
-$5.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
401
Advisornet Financial
Minnesota
$488K +$1.31K +23 +0.3%
FDCP
402
Foster Dykema Cabot & Partners
Massachusetts
$488K – – –
IA
403
IFG Advisors
Missouri
$487K +$471K +8,276 New
MG
404
Mather Group
Illinois
$486K – – –
EP
405
Essential Planning
New Hampshire
$485K +$86.2K +1,516 +23%
PTC
406
Private Trust Company
Ohio
$478K +$157K +2,764 +52%
LA
407
Lynch & Associates
Indiana
$475K +$52.7K +927 +13%
RWM
408
Rockwood Wealth Management
Pennsylvania
$474K – – –
FWTB
409
First Western Trust Bank
Colorado
$470K – – –
CMP
410
Coston McIsaac & Partners
Maine
$460K +$445K +7,829 +195,725%
AIA
411
Allied Investment Advisors
Montana
$456K – – –
NB
412
Nicolet Bankshares
Wisconsin
$455K – – –
BMCM
413
Bryn Mawr Capital Management
Pennsylvania
$452K – – –
PWA
414
PCG Wealth Advisors
Kansas
$442K – – –
PC
415
Peavine Capital
Nevada
$437K – – –
WWM
416
Westwood Wealth Management
California
$437K – – –
RWRC
417
R.W. Roge & Company
New York
$432K -$1.99K -35 -0.5%
EFS
418
Essex Financial Services
Connecticut
$430K +$90.2K +1,587 +27%
SVWG
419
Shared Vision Wealth Group
United States
$429K – – –
MFGP
420
Marshall Financial Group (Pennsylvania)
Pennsylvania
$426K +$412K +7,239 New
FRA
421
Frank Rimerman Advisors
California
$423K – – –
EA
422
Efficient Advisors
Ohio
$423K -$12K -211 -3%
KBFS
423
Kohmann Bosshard Financial Services
Ohio
$422K -$10.2K -180 -2%
BCM
424
Becker Capital Management
Oregon
$415K – – –
GCP
425
Gill Capital Partners
Colorado
$414K -$14K -246 -3%
15 16
17
18 19

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.