Dimensional US Equity ETF
DFUS
390 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 143 increasing their positions, 108 reducing their positions, and 17 closing their positions.
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
32% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 108
1% more funds holding
Funds holding: 386 → 390 (+4)
0.07% less ownership
Funds ownership: 61.99% → 61.91% (-0.07%)
3% less capital invested
Capital invested by funds: $3.18B → $3.09B (-$88.8M)
4% less funds holding in top 10
Funds holding in top 10: 53 → 51 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$13.3M |
| 2 |
SA
Shilanski & Associates
Anchorage,
Alaska
|
+$8.84M |
| 3 |
CL
CPWM LLC
Seattle,
Washington
|
+$8.52M |
| 4 |
IFA
Index Fund Advisors
Irvine,
California
|
+$7.31M |
| 5 |
MRWM
ML&R Wealth Management
Austin,
Texas
|
+$7.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$14.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.33M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$6.85M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$4.07M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.55M |
DFUS Hedge Fund Activity: Q3 2022 in Review
390 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2022, worth a combined $3.09B — down 2.8% from $3.18B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DFUS positions and 17 closed out — a net gain of 7 holders — while 143 added to existing stakes and 108 trimmed.
The largest buyer was Focus Partners Advisor Solutions, adding an estimated $13.3M. The largest seller was Envestnet Asset Management, cutting an estimated $14.3M.
- 390 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2022, up from 386 in Q2 2022.
- Funds reported $3.09B of Dimensional US Equity ETF stock for Q3 2022, down 2.8% quarter-over-quarter.
- 24 funds opened new Dimensional US Equity ETF positions in Q3 2022 and 17 closed out, a net change of +7 holders.
- The largest Dimensional US Equity ETF buyer in Q3 2022 was Focus Partners Advisor Solutions, an estimated $13.3M added.
- The largest Dimensional US Equity ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2022.