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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
AAM
26
Austin Asset Management
Texas
$54.1M -$943K -19,476 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$54M -$1.14M -23,611 -2%
CL
28
Choreo LLC
Illinois
$53.4M -$1.93M -39,973 -4%
Mariner
29
Mariner
Kansas
$50.5M -$1.69M -34,939 -3%
EAM
30
Evanson Asset Management
California
$50.1M +$182K +3,765 +0.4%
MAC
31
Mason & Associates (California)
California
$49.8M +$27.6M +569,455 +145%
CFO
32
Colony Family Offices
North Carolina
$48.8M +$134K +2,778 +0.3%
RFP
33
Root Financial Partners
California
$44.9M +$9.96M +205,735 +31%
HWMT
34
Heritage Wealth Management (Texas)
Texas
$42.6M +$393K +8,112 +1%
Truist Financial
35
Truist Financial
North Carolina
$42M +$164K +3,380 +0.4%
1WM
36
1900 Wealth Management
Texas
$40.9M -$616K -12,726 -2%
SWA
37
Sax Wealth Advisors
New Jersey
$40.9M +$7.38M +152,371 +24%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$40.7M +$20.3M +420,121 +115%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$39.9M +$16.2M +335,310 +77%
MAM
40
McLean Asset Management
Virginia
$35.4M -$112K -2,319 -0.3%
WA
41
Wealthstream Advisors
New York
$34.1M -$678K -14,005 -2%
AIS
42
American Investment Services
Massachusetts
$34M +$85.7K +1,770 +0.3%
AC
43
Apella Capital
Connecticut
$33.9M -$462K -9,543 -1%
JP Morgan Chase
44
JP Morgan Chase
New York
$31.7M +$4.31M +88,942 +17%
CPIG
45
Chicago Partners Investment Group
Illinois
$31.4M +$631K +13,040 +2%
WCWM
46
Willow Creek Wealth Management
California
$30.6M +$7.45M +153,993 +35%
PCMC
47
Private Capital Management (Colorado)
Colorado
$29.7M +$3.84M +79,301 +16%
AWM
48
AE Wealth Management
Kansas
$29.4M -$1.01M -20,867 -4%
Bank of America
49
Bank of America
North Carolina
$27.7M +$7.64M +157,835 +42%
KAS
50
Kestra Advisory Services
Texas
$27.3M +$480K +9,924 +2%
1
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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.