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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
MWM
26
Modera Wealth Management
New Jersey
$69.5M -$1M -17,633 -1%
FG
27
Foster Group
Iowa
$66.8M -$679K -11,950 -1%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$65.9M +$4.5M +79,071 +8%
AAM
29
Austin Asset Management
Texas
$65.6M +$4.61M +81,149 +8%
Mariner
30
Mariner
Kansas
$64.5M +$4.42M +77,815 +8%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$63.1M -$50.7K -892 -0.1%
CL
32
Choreo LLC
Illinois
$61M +$1.17M +20,513 +2%
JP Morgan Chase
33
JP Morgan Chase
New York
$57.9M +$17.9M +315,156 +47%
CPIG
34
Chicago Partners Investment Group
Illinois
$57.5M +$8.96M +157,688 +19%
EFP
35
Elser Financial Planning
Indiana
$57.1M +$55.1M +969,770 New
CFO
36
Colony Family Offices
North Carolina
$56.6M +$525K +9,227 +1%
EAM
37
Evanson Asset Management
California
$56.2M -$188K -3,311 -0.3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$53M +$1.92M +33,819 +4%
HWMT
39
Heritage Wealth Management (Texas)
Texas
$49.1M +$499K +8,780 +1%
Truist Financial
40
Truist Financial
North Carolina
$48.8M +$295K +5,193 +0.6%
1WM
41
1900 Wealth Management
Texas
$45.9M -$82.5K -1,452 -0.2%
RCI
42
RS Crum Inc
California
$42.9M +$4.23M +74,446 +11%
MAM
43
McLean Asset Management
Virginia
$41.6M +$149K +2,613 +0.4%
SC
44
Savant Capital
Illinois
$41.2M -$19.8M -348,729 -33%
KAS
45
Kestra Advisory Services
Texas
$40.8M +$7.42M +130,504 +23%
AC
46
Apella Capital
Connecticut
$39.9M +$1.26M +22,175 +3%
WCWM
47
Willow Creek Wealth Management
California
$39.2M +$2.41M +42,431 +7%
DAS
48
Dynamic Advisor Solutions
Arizona
$38.4M +$12.5M +219,377 +51%
AIS
49
American Investment Services
Massachusetts
$38.3M -$146K -2,575 -0.4%
KCM
50
KM Capital Management
Texas
$37.4M +$3.71M +65,207 +11%
1
2
3 4 5

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.