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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
NAM
451
NTV Asset Management
West Virginia
$265K – – –
WTA
452
Washington Trust Advisors
Massachusetts
$264K – – –
SCM
453
SOL Capital Management
Maryland
$261K +$243K +5,030 New
BWG
454
Beta Wealth Group
California
$259K -$27.6K -570 -10%
FFWA
455
FRG Family Wealth Advisors
Washington
$259K – – –
CAM
456
CPA Asset Management
Florida
$258K +$241K +4,974 New
WIA
457
World Investment Advisors
California
$257K +$1.11K +23 +0.5%
GD
458
Grandfield & Dodd
New York
$257K -$9.68K -200 -4%
PAS
459
Park Avenue Securities
New York
$256K – – –
UB
460
UMB Bank
Missouri
$256K – – –
PWIA
461
Porter White Investment Advisors
Alabama
$252K – – –
OCM
462
One Capital Management
California
$250K – – –
PAG
463
Private Advisory Group
Washington
$247K – – –
NFA
464
Northern Financial Advisors
Michigan
$245K -$50.4K -1,041 -18%
WWM
465
Whalen Wealth Management
Nevada
$245K +$229K +4,725 New
VPIM
466
Vanguard Personalized Indexing Management
California
$244K +$228K +4,707 New
CTWM
467
Cherry Tree Wealth Management
Minnesota
$243K -$91.2K -1,884 -29%
AWM
468
Accel Wealth Management
Iowa
$242K +$14K +290 +7%
WAM
469
Weatherly Asset Management
California
$241K – – –
WP
470
Westmount Partners
California
$236K – – –
TWP
471
Tyche Wealth Partners
Texas
$235K +$220K +4,538 New
FI
472
Financial Insights
Washington
$235K – – –
DWA
473
Delap Wealth Advisory
Oregon
$234K -$4.7K -97 -2%
MWP
474
Meridian Wealth Partners
Pennsylvania
$233K – – –
HWP
475
Hibernia Wealth Partners
Louisiana
$231K +$216K +4,460 New
17 18
19
20 21

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.