We are live on ! Find out more
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
PWM
451
Perigon Wealth Management
California
$339K +$327K +5,759 New
AWMG
452
Alliance Wealth Management Group
New Jersey
$337K – – –
TCM
453
Towercrest Capital Management
Pennsylvania
$337K – – –
CCWM
454
Cassaday & Co Wealth Management
Virginia
$334K – – –
NG
455
Norden Group
Utah
$332K +$321K +5,645 New
TC
456
TownSquare Capital
Utah
$332K +$321K +5,645 New
FWCM
457
Ferguson Wellman Capital Management
Oregon
$332K – – –
AA
458
Apriem Advisors
California
$330K – – –
GCA
459
Gradient Capital Advisors
California
$325K -$92K -1,618 -23%
CFGS
460
Concourse Financial Group Securities
Alabama
$325K -$2.44K -43 -0.8%
SWP
461
Strategic Wealth Partners
Ohio
$324K – – –
SA
462
Sanctuary Advisors
Indiana
$321K +$330K +5,804 New
VFP
463
Verus Financial Partners
Virginia
$318K +$341 +6 +0.1%
LBC
464
Lowe Brockenbrough & Co
Virginia
$314K – – –
AFS
465
Annapolis Financial Services
Maryland
$312K – – –
ECM
466
Evergreen Capital Management
Washington
$312K – – –
CCM
467
Coldstream Capital Management
Washington
$312K – – –
AFG
468
Atomi Financial Group
New York
$310K +$299K +5,260 New
BWG
469
Beta Wealth Group
California
$309K +$20.1K +354 +7%
VW
470
Vance Wealth
California
$306K -$11.6K -204 -4%
WWC
471
Waypoint Wealth Counsel
Georgia
$306K – – –
TPWA
472
TRUE Private Wealth Advisors
Oregon
$304K -$77.4K -1,362 -21%
CWAG
473
Compton Wealth Advisory Group
Virginia
$304K – – –
CWA
474
Canvas Wealth Advisors
Kansas
$303K +$12.2K +214 +4%
SCM
475
SOL Capital Management
Maryland
$302K -$1.71K -30 -0.6%
17 18
19
20 21

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.