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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
BF
451
Brogan Financial
Tennessee
$603K +$2.12K +33 +0.4%
SP
452
Stonebrook Private
Michigan
$593K -$160K -2,489 -21%
MMA
453
Miracle Mile Advisors
California
$591K -$449 -7 -0.1%
IF
454
Ironwood Financial
Arizona
$587K – – –
SFP
455
Sterling Financial Planning
New Jersey
$576K -$8.78K -137 -1%
TA
456
TFB Advisors
Kansas
$575K +$12K +187 +2%
LGWM
457
Litman Gregory Wealth Management
California
$572K – – –
WCM
458
Warburton Capital Management
Oklahoma
$572K +$575K +8,973 New
BAWC
459
Boyce & Associates Wealth Consulting
Texas
$552K +$1.67K +26 +0.3%
AP
460
Aspect Partners
Virginia
$550K – – –
QHA
461
Quarry Hill Advisors
Minnesota
$550K -$3.01K -47 -0.5%
MFS
462
Madrona Financial Services
Washington
$545K – – –
FF
463
Francis Financial
$536K – – –
BGWM
464
Bridge Generations Wealth Management
Florida
$533K +$536K +8,364 New
PFA
465
Pure Financial Advisors
California
$530K -$13.4K -209 -2%
FDCP
466
Foster Dykema Cabot & Partners
Massachusetts
$528K – – –
AF
467
Advisornet Financial
Minnesota
$528K -$1.28K -20 -0.2%
CIA
468
Cape Investment Advisory
Georgia
$528K +$9.43K +147 +2%
RWM
469
Rockwood Wealth Management
Pennsylvania
$515K – – –
FWTB
470
First Western Trust Bank
Colorado
$510K – – –
AIA
471
Allied Investment Advisors
Montana
$494K – – –
NB
472
Nicolet Bankshares
Wisconsin
$493K – – –
WWA
473
Wingate Wealth Advisors
Massachusetts
$491K +$494K +7,707 New
BMCM
474
Bryn Mawr Capital Management
Pennsylvania
$490K – – –
HCM
475
Hollencrest Capital Management
California
$482K – – –
17 18
19
20 21

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.