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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
GRP
426
Global Retirement Partners
California
$414K -$2.73K -48 -0.7%
RJT
427
Raymond James Trust
Florida
$414K – – –
AWS
428
Atria Wealth Solutions
New York
$407K – – –
EBA
429
Eagle Bay Advisors
New York
$407K -$13.1K -231 -3%
WN
430
Williams & Novak
California
$407K +$393K +6,909 New
Kovitz Investment Group Partners
431
Kovitz Investment Group Partners
Illinois
$405K – – –
BPWM
432
Badgley Phelps Wealth Managers
Washington
$403K – – –
CIA
433
Cape Investment Advisory
Georgia
$396K +$25.9K +455 +7%
C
434
Certuity
Florida
$396K -$3.98K -70 -1%
BSSFA
435
Baron Silver Stevens Financial Advisors
Florida
$393K – – –
PWM
436
Penobscot Wealth Management
Maine
$391K – – –
GA
437
Greenspring Advisors
Maryland
$383K – – –
GKWIM
438
Gerber Kawasaki Wealth & Investment Management
California
$381K – – –
GWM
439
GSB Wealth Management
Connecticut
$377K -$5.68K -100 -2%
HKIMG
440
Hutchens & Kramer Investment Management Group
Indiana
$375K +$5.06K +89 +1%
AG
441
Ascent Group
Virginia
$367K -$108K -1,898 -23%
R
442
Rebalance
California
$366K +$966 +17 +0.3%
KS
443
Karpas Strategies
Connecticut
$365K +$71.4K +1,256 +25%
SRCM
444
Signature Resources Capital Management
California
$364K – – –
CCMG
445
Clark Capital Management Group
Pennsylvania
$362K +$350K +6,153 New
EWM
446
Evercore Wealth Management
New York
$360K – – –
CTC
447
Central Trust Company
Missouri
$359K – – –
VCM
448
Versant Capital Management
Arizona
$341K +$625 +11 +0.2%
PPP
449
Private Portfolio Partners
New Jersey
$339K -$31.1K -547 -9%
SHJ
450
Sharkey, Howes & Javer
Colorado
$339K -$38.5K -677 -11%
16 17
18
19 20

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.