Dimensional US Equity ETF
DFUS
439 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 131 reducing their positions, and 17 closing their positions.
347% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 17
39% more funds holding in top 10
Funds holding in top 10: 51 → 71 (+20)
17% more capital invested
Capital invested by funds: $3.09B → $3.6B (+$511M)
13% more funds holding
Funds holding: 390 → 439 (+49)
3.53% more ownership
Funds ownership: 61.91% → 65.44% (+3.5%)
5% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 131
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZF
Zhang Financial
Portage,
Michigan
|
+$19.4M |
| 2 |
JP Morgan Chase
New York
|
+$11.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.16M |
| 4 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$6.96M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$5.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$16.1M |
| 2 |
SA
Shilanski & Associates
Anchorage,
Alaska
|
-$7.98M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$6.39M |
| 4 |
RS
Retirement Solution
Redmond,
Washington
|
-$4.22M |
| 5 |
GCM
G2 Capital Management
Columbus,
Ohio
|
-$4.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
451
Goldman Sachs
New York
| – | -$208K | -5,349 | Closed |
|
|
IWA
452
Icon Wealth Advisors
Houston,
Texas
| – | -$132K | -3,390 | Closed |
|
|
MCM
453
Manchester Capital Management
Manchester,
Vermont
| – | -$116K | -3,000 | Closed |
|
|
EC
454
EdgeRock Capital
Denver,
Colorado
| – | -$92K | -2,367 | Closed |
|
455
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$85K | -2,200 | Closed |
|
|
DBG
456
De Burlo Group
Boston,
Massachusetts
| – | -$44.4K | -1,145 | Closed |
|
DFUS Hedge Fund Activity: Q4 2022 in Review
439 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2022, worth a combined $3.6B — up 17% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new DFUS positions and 17 closed out — a net gain of 59 holders — while 138 added to existing stakes and 131 trimmed.
The largest buyer was Zhang Financial, adding an estimated $19.4M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $16.1M.
- 439 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2022, up from 390 in Q3 2022.
- Funds reported $3.6B of Dimensional US Equity ETF stock for Q4 2022, up 17% quarter-over-quarter.
- 76 funds opened new Dimensional US Equity ETF positions in Q4 2022 and 17 closed out, a net change of +59 holders.
- The largest Dimensional US Equity ETF buyer in Q4 2022 was Zhang Financial, an estimated $19.4M added.
- The largest Dimensional US Equity ETF seller in Q4 2022 was Focus Partners Advisor Solutions, an estimated $16.1M sold.
Based on aggregated 13F filings for Q4 2022.