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DFUS

Dimensional US Equity ETF
DFUS

610 hedge funds and large institutions have $7.84B invested in Dimensional US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 228 increasing their positions, 170 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

34% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 170

16% more capital invested

Capital invested by funds: $6.76B → $7.84B (+$1.08B)

6% more funds holding in top 10

Funds holding in top 10: 82 → 87 (+5)

3% more funds holding

Funds holding: 592 → 610 (+18)

0.8% more ownership

Funds ownership: 70.33% → 71.13% (+0.8%)

Holders
610
Holders Change
+18
Holders Change %
+3.04%
% of All Funds
8.76%
Holding in Top 10
87
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.1%
% of All Funds
1.25%
New
35
Increased
228
Reduced
170
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$523M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$491M
3
RFP
Root Financial Partners
California
+$29.7M
4
PWM
PBMares Wealth Management
Virginia
+$26.5M
5
GWWM
Great Waters Wealth Management
Minnesota
+$15.4M

Top Sellers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
-$55.5M
2
SP
Symmetry Partners
Connecticut
-$12.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.29M
4
PCMC
Private Capital Management (Colorado)
Colorado
-$6.38M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
476
Coldstream Capital Management
Washington
$329K – – –
AFG
477
Atomi Financial Group
New York
$326K -$1.2K -20 -0.4%
SAM
478
Strategy Asset Managers
California
$322K +$310K +5,180 New
CWAG
479
Compton Wealth Advisory Group
Virginia
$321K – – –
BC
480
Burney Company
Virginia
$318K – – –
NAM
481
NTV Asset Management
West Virginia
$318K – – –
BWG
482
Beta Wealth Group
California
$318K -$8.14K -136 -3%
Fisher Asset Management
483
Fisher Asset Management
Washington
$317K – – –
WTA
484
Washington Trust Advisors
Massachusetts
$316K – – –
VW
485
Vance Wealth
California
$316K -$7.84K -131 -3%
BB
486
Busey Bank
Illinois
$312K – – –
FNT
487
First National Trust
Pennsylvania
$311K – – –
FFWA
488
FRG Family Wealth Advisors
Washington
$311K – – –
FWM
489
Focused Wealth Management
New York
$309K +$718 +12 +0.2%
UB
490
UMB Bank
Missouri
$307K – – –
PWIA
491
Porter White Investment Advisors
Alabama
$302K – – –
OCM
492
One Capital Management
California
$301K – – –
WIA
493
World Investment Advisors
California
$300K +$718 +12 +0.2%
NCM
494
Noesis Capital Mangement
Florida
$296K – – –
PAG
495
Private Advisory Group
Washington
$296K – – –
WWM
496
Whalen Wealth Management
Nevada
$295K +$718 +12 +0.3%
VPIM
497
Vanguard Personalized Indexing Management
California
$293K – – –
CTWM
498
Cherry Tree Wealth Management
Minnesota
$292K – – –
WAM
499
Weatherly Asset Management
California
$289K – – –
FIA
500
Foundations Investment Advisors
Arizona
$289K – – –
18 19
20
21 22

DFUS Hedge Fund Activity: Q3 2024 in Review

610 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2024, worth a combined $7.84B — up 16% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DFUS positions and 12 closed out — a net gain of 23 holders — while 228 added to existing stakes and 170 trimmed.

The largest buyer was Prudential Financial, adding an estimated $523M. The largest seller was Elser Financial Planning, cutting an estimated $55.5M.

  • 610 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2024, up from 592 in Q2 2024.
  • Funds reported $7.84B of Dimensional US Equity ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 35 funds opened new Dimensional US Equity ETF positions in Q3 2024 and 12 closed out, a net change of +23 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2024 was Prudential Financial, an estimated $523M added.
  • The largest Dimensional US Equity ETF seller in Q3 2024 was Elser Financial Planning, an estimated $55.5M sold.

Based on aggregated 13F filings for Q3 2024.