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DFUS

Dimensional US Equity ETF
DFUS

696 hedge funds and large institutions have $9.86B invested in Dimensional US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 219 increasing their positions, 189 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 17

32% more funds holding in top 10

Funds holding in top 10: 87 → 115 (+28)

26% more capital invested

Capital invested by funds: $7.84B → $9.86B (+$2.02B)

16% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 189

14% more funds holding

Funds holding: 610 → 696 (+86)

6.16% more ownership

Funds ownership: 71.13% → 77.29% (+6.2%)

Holders
696
Holders Change
+86
Holders Change %
+14.1%
% of All Funds
9.17%
Holding in Top 10
115
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+32.18%
% of All Funds
1.51%
New
111
Increased
219
Reduced
189
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$1.13B
2
EFP
Elser Financial Planning
Indiana
+$61.6M
3
EP
Essential Planning
New Hampshire
+$33.8M
4
HSG
Helen Stephens Group
Texas
+$33.1M
5
RFP
Root Financial Partners
California
+$31.8M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$115M
2
IDA
Intelligence Driven Advisers
California
-$28.4M
3
SFS
Sowell Financial Services
Arkansas
-$11.6M
4
PL
Plancorp LLC
Missouri
-$11.1M
5
PMG
ProVise Management Group
Florida
-$7.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
426
Fortis Capital Advisors
Kansas
$677K – – –
EFS
427
Essex Financial Services
Connecticut
$676K +$145K +2,258 +27%
GLA
428
Great Lakes Advisors
Illinois
$674K – – –
TCM
429
Towneley Capital Management
California
$672K -$134K -2,096 -17%
WWC
430
Waypoint Wealth Counsel
Georgia
$663K – – –
RWM
431
Ritholtz Wealth Management
New York
$661K – – –
PAG
432
Private Advisory Group
Washington
$661K +$359K +5,602 +118%
AFAS
433
Acorn Financial Advisory Services
Virginia
$658K +$192 +3 +0%
SWA
434
SFMG Wealth Advisors
Texas
$656K -$6.54K -102 -1%
TCM
435
TruNorth Capital Management
Michigan
$652K – – –
CRC
436
Curi RMB Capital
Illinois
$652K +$2.37K +37 +0.4%
HA
437
Hanover Advisors
South Carolina
$650K +$5.32K +83 +0.8%
CCM
438
Condor Capital Management
New Jersey
$643K – – –
DAS
439
Diversify Advisory Services
Utah
$642K -$207K -3,222 -24%
BWMG
440
Bannerman Wealth Management Group
Texas
$640K +$644K +10,045 New
IFS
441
Intelligent Financial Strategies
Minnesota
$635K -$14.2K -222 -2%
GWA
442
Geometric Wealth Advisors
District of Columbia
$630K – – –
MWA
443
Midland Wealth Advisors
Illinois
$630K +$1.92K +30 +0.3%
GA
444
Greenspring Advisors
Maryland
$629K – – –
SA
445
Sincerus Advisory
New York
$620K +$624K +9,732 New
CSI
446
Cross Staff Investments
New York
$610K – – –
MCM
447
MAI Capital Management
Ohio
$609K -$47.8K -745 -7%
VWA
448
Visionary Wealth Advisors
Illinois
$609K – – –
SC
449
Scratch Capital
Idaho
$603K +$607K +9,466 New
SVWAG
450
Sound View Wealth Advisors Group
Georgia
$603K – – –
16 17
18
19 20

DFUS Hedge Fund Activity: Q4 2024 in Review

696 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2024, worth a combined $9.86B — up 26% from $7.84B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new DFUS positions and 17 closed out — a net gain of 94 holders — while 219 added to existing stakes and 189 trimmed.

The largest buyer was Prudential Financial, adding an estimated $1.13B. The largest seller was Mercer Global Advisors, cutting an estimated $115M.

  • 696 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2024, up from 610 in Q3 2024.
  • Funds reported $9.86B of Dimensional US Equity ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 111 funds opened new Dimensional US Equity ETF positions in Q4 2024 and 17 closed out, a net change of +94 holders.
  • The largest Dimensional US Equity ETF buyer in Q4 2024 was Prudential Financial, an estimated $1.13B added.
  • The largest Dimensional US Equity ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2024.