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DFUS

Dimensional US Equity ETF
DFUS

567 hedge funds and large institutions have $6.19B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $5.39B → $6.19B (+$798M)

4% more funds holding

Funds holding: 547 → 567 (+20)

3% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 186

0% more funds holding in top 10

Funds holding in top 10: 78 → 78 (0)

0.73% less ownership

Funds ownership: 69.83% → 69.1% (-0.73%)

Holders
567
Holders Change
+20
Holders Change %
+3.66%
% of All Funds
8.17%
Holding in Top 10
78
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.12%
New
47
Increased
192
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
Sax Wealth Advisors
New Jersey
+$106M
2
BSW
Buckingham Strategic Wealth
Missouri
+$87.4M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$35.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.7M
5
ZF
Zhang Financial
Michigan
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$28.7M
2
SC
Savant Capital
Illinois
-$25.5M
3
MAC
Mason & Associates (California)
California
-$21.8M
4
AC
Avestar Capital
New York
-$10.2M
5
MA
Mutual Advisors
Nebraska
-$8.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
451
Verus Financial Partners
Virginia
$307K +$217 +4 +0.1%
PTC
452
Private Trust Company
Ohio
$305K – – –
BB
453
Busey Bank
Illinois
$304K -$3.79K -70 -1%
LBC
454
Lowe Brockenbrough & Co
Virginia
$304K -$339K -6,264 -54%
AFS
455
Annapolis Financial Services
Maryland
$302K -$2M -37,020 -87%
ECM
456
Evergreen Capital Management
Washington
$302K – – –
CCM
457
Coldstream Capital Management
Washington
$302K +$287K +5,296 New
MFWP
458
Mosaic Family Wealth Partners
Missouri
$301K +$286K +5,288 New
BSWA
459
Bromfield Sneider Wealth Advisors
Massachusetts
$300K – – –
WWC
460
Waypoint Wealth Counsel
Georgia
$296K – – –
CWAG
461
Compton Wealth Advisory Group
Virginia
$294K – – –
SCM
462
SOL Capital Management
Maryland
$294K +$7.04K +130 +3%
BC
463
Burney Company
Virginia
$292K +$277K +5,117 New
NAM
464
NTV Asset Management
West Virginia
$291K – – –
WTA
465
Washington Trust Advisors
Massachusetts
$290K – – –
FWM
466
Focused Wealth Management
New York
$284K -$19.2K -355 -7%
KS
467
Karpas Strategies
Connecticut
$282K +$34.9K +645 +15%
UB
468
UMB Bank
Missouri
$281K – – –
PAS
469
Park Avenue Securities
New York
$280K -$1.46K -27 -0.5%
BWG
470
Beta Wealth Group
California
$279K -$5.58K -103 -2%
PWIA
471
Porter White Investment Advisors
Alabama
$277K – – –
OCM
472
One Capital Management
California
$276K – – –
WIA
473
World Investment Advisors
California
$274K -$8.88K -164 -3%
FFWA
474
FRG Family Wealth Advisors
Washington
$273K – – –
PAG
475
Private Advisory Group
Washington
$271K – – –
17 18
19
20 21

DFUS Hedge Fund Activity: Q1 2024 in Review

567 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2024, worth a combined $6.19B — up 15% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFUS positions and 19 closed out — a net gain of 28 holders — while 192 added to existing stakes and 186 trimmed.

The largest buyer was Sax Wealth Advisors, adding an estimated $106M. The largest seller was AE Wealth Management, cutting an estimated $28.7M.

  • 567 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2024, up from 547 in Q4 2023.
  • Funds reported $6.19B of Dimensional US Equity ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 47 funds opened new Dimensional US Equity ETF positions in Q1 2024 and 19 closed out, a net change of +28 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2024 was Sax Wealth Advisors, an estimated $106M added.
  • The largest Dimensional US Equity ETF seller in Q1 2024 was AE Wealth Management, an estimated $28.7M sold.

Based on aggregated 13F filings for Q1 2024.