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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
BOC
476
Bull Oak Capital
California
$231K -$29.4K -608 -12%
BIG
477
Builder Investment Group
Georgia
$228K +$968 +20 +0.5%
AMG
478
Advisors Management Group
Wisconsin
$228K – – –
HKIMG
479
Hutchens & Kramer Investment Management Group
Indiana
$226K +$211K +4,358 New
AWA
480
Arkadios Wealth Advisors
Georgia
$223K – – –
KS
481
Karpas Strategies
Connecticut
$223K +$208K +4,296 New
FIA
482
Foundations Investment Advisors
Arizona
$223K +$203K +4,189 New
AG
483
AlTi Global
New York
$223K +$208K +4,294 New
PP
484
PDS Planning
Ohio
$221K +$207K +4,267 New
EI
485
Ellevest Inc
New York
$220K +$205K +4,244 New
BWM
486
BlackDiamond Wealth Management
New York
$220K +$199K +4,112 New
FSCM
487
Front Street Capital Management
Montana
$219K – – –
M
488
MOTCO
Texas
$217K – – –
CC
489
Capstone Capital
Nevada
$214K +$200K +4,133 New
AL
490
Aspiriant LLC
California
$211K +$197K +4,078 New
SS
491
Simplicity Solutions
Minnesota
$210K +$196K +4,056 New
BJL
492
Brighton Jones LLC
Washington
$207K +$194K +3,998 New
GI
493
Gradient Investments
Minnesota
$204K – – –
CCMG
494
Clark Capital Management Group
Pennsylvania
$203K +$190K +3,922 New
HH
495
HWG Holdings
Texas
$198K – – –
RF
496
Robinswood Financial
Washington
$195K – – –
MSWM
497
McGlone Suttner Wealth Management
Wisconsin
$194K +$181K +3,747 New
RCM
498
Raleigh Capital Management
North Carolina
$182K – – –
IWA
499
Icon Wealth Advisors
Texas
$176K +$164K +3,390 New
RP
500
Rowlandmiller & Partners
Georgia
$175K – – –
18 19
20
21 22

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.