We are live on ! Find out more
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
R
426
Rebalance
California
$320K +$1.35K +28 +0.5%
DT
427
Diversified Trust
Tennessee
$317K – – –
EWM
428
Evercore Wealth Management
New York
$317K – – –
CTC
429
Central Trust Company
Missouri
$316K – – –
AIM
430
Acropolis Investment Management
Missouri
$303K – – –
VCM
431
Versant Capital Management
Arizona
$300K +$871 +18 +0.3%
LA
432
Lynch & Associates
Indiana
$298K +$28.4K +586 +11%
CA
433
Cetera Advisors
Colorado
$298K – – –
CCWM
434
Cassaday & Co Wealth Management
Virginia
$294K – – –
FWCM
435
Ferguson Wellman Capital Management
Oregon
$292K – – –
BTWM
436
Baker Tilly Wealth Management
Wisconsin
$291K +$1.21K +25 +0.4%
FFA
437
Frazier Financial Advisors
Ohio
$291K +$272K +5,616 New
AA
438
Apriem Advisors
California
$291K – – –
CFGS
439
Concourse Financial Group Securities
Alabama
$288K -$111K -2,303 -29%
VFP
440
Verus Financial Partners
Virginia
$285K +$484 +10 +0.2%
EFS
441
Essex Financial Services
Connecticut
$284K +$19.4K +400 +8%
BB
442
Busey Bank
Illinois
$280K -$2.66K -55 -1%
CIA
443
Cape Investment Advisory
Georgia
$277K – – –
PTC
444
Private Trust Company
Ohio
$277K – – –
FWM
445
Focused Wealth Management
New York
$276K – – –
ECM
446
Evergreen Capital Management
Washington
$275K – – –
BSWA
447
Bromfield Sneider Wealth Advisors
Massachusetts
$273K – – –
WWC
448
Waypoint Wealth Counsel
Georgia
$269K – – –
VW
449
Vance Wealth
California
$269K +$251K +5,183 New
CWAG
450
Compton Wealth Advisory Group
Virginia
$268K – – –
16 17
18
19 20

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.