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DFUS

Dimensional US Equity ETF
DFUS

567 hedge funds and large institutions have $6.19B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $5.39B → $6.19B (+$798M)

4% more funds holding

Funds holding: 547 → 567 (+20)

3% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 186

0% more funds holding in top 10

Funds holding in top 10: 78 → 78 (0)

0.73% less ownership

Funds ownership: 69.83% → 69.1% (-0.73%)

Holders
567
Holders Change
+20
Holders Change %
+3.66%
% of All Funds
8.17%
Holding in Top 10
78
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.12%
New
47
Increased
192
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
Sax Wealth Advisors
New Jersey
+$106M
2
BSW
Buckingham Strategic Wealth
Missouri
+$87.4M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$35.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.7M
5
ZF
Zhang Financial
Michigan
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$28.7M
2
SC
Savant Capital
Illinois
-$25.5M
3
MAC
Mason & Associates (California)
California
-$21.8M
4
AC
Avestar Capital
New York
-$10.2M
5
MA
Mutual Advisors
Nebraska
-$8.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
476
Northern Financial Advisors
Michigan
$270K +$217 +4 +0.1%
WWM
477
Whalen Wealth Management
Nevada
$269K – – –
CWA
478
Canvas Wealth Advisors
Kansas
$269K +$267K +4,938 New
VPIM
479
Vanguard Personalized Indexing Management
California
$268K – – –
CTWM
480
Cherry Tree Wealth Management
Minnesota
$267K – – –
AWM
481
Accel Wealth Management
Iowa
$267K – – –
WAM
482
Weatherly Asset Management
California
$265K – – –
GD
483
Grandfield & Dodd
New York
$262K -$18.9K -350 -7%
WP
484
Westmount Partners
California
$260K – – –
TWP
485
Tyche Wealth Partners
Texas
$259K – – –
FI
486
Financial Insights
Washington
$258K – – –
LNC
487
Lincoln National Corp
Pennsylvania
$258K +$245K +4,526 New
DWA
488
Delap Wealth Advisory
Oregon
$257K – – –
FIA
489
Foundations Investment Advisors
Arizona
$257K +$17.2K +317 +8%
MWP
490
Meridian Wealth Partners
Pennsylvania
$256K – – –
BOC
491
Bull Oak Capital
California
$253K -$271 -5 -0.1%
CCM
492
Carlson Capital Management
Minnesota
$253K -$2.32M -42,888 -91%
AMG
493
Advisors Management Group
Wisconsin
$250K – – –
AWA
494
Arkadios Wealth Advisors
Georgia
$245K – – –
AG
495
AlTi Global
New York
$245K – – –
PP
496
PDS Planning
Ohio
$244K +$433 +8 +0.2%
EI
497
Ellevest Inc
New York
$242K +$541 +10 +0.2%
M
498
MOTCO
Texas
$238K – – –
SFP
499
Sterling Financial Planning
New Jersey
$237K +$225K +4,165 New
CC
500
Capstone Capital
Nevada
$235K – – –
18 19
20
21 22

DFUS Hedge Fund Activity: Q1 2024 in Review

567 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2024, worth a combined $6.19B — up 15% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFUS positions and 19 closed out — a net gain of 28 holders — while 192 added to existing stakes and 186 trimmed.

The largest buyer was Sax Wealth Advisors, adding an estimated $106M. The largest seller was AE Wealth Management, cutting an estimated $28.7M.

  • 567 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2024, up from 547 in Q4 2023.
  • Funds reported $6.19B of Dimensional US Equity ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 47 funds opened new Dimensional US Equity ETF positions in Q1 2024 and 19 closed out, a net change of +28 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2024 was Sax Wealth Advisors, an estimated $106M added.
  • The largest Dimensional US Equity ETF seller in Q1 2024 was AE Wealth Management, an estimated $28.7M sold.

Based on aggregated 13F filings for Q1 2024.