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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
AL
501
Aspiriant LLC
California
$232K – – –
BWM
502
BlackDiamond Wealth Management
New York
$230K -$4.06K -75 -2%
BIG
503
Builder Investment Group
Georgia
$229K -$20.9K -386 -9%
BJL
504
Brighton Jones LLC
Washington
$228K +$487 +9 +0.2%
GI
505
Gradient Investments
Minnesota
$224K – – –
Fisher Asset Management
506
Fisher Asset Management
Washington
$219K +$208K +3,841 New
TCWM
507
Total Clarity Wealth Management
Illinois
$219K +$208K +3,838 New
ECG
508
Edge Capital Group
Georgia
$218K +$208K +3,834 New
RF
509
Robinswood Financial
Washington
$214K – – –
AO
510
Advisor OS
Illinois
$214K +$203K +3,748 New
MA
511
MJP Associates
Connecticut
$214K +$203K +3,748 New
PWM
512
Proathlete Wealth Management
Florida
$211K +$201K +3,705 New
BF
513
Brooklyn FI
New York
$209K +$199K +3,676 New
SIM
514
Stratos Investment Management
Ohio
$203K +$193K +3,566 New
YIA
515
YHB Investment Advisors
Connecticut
$203K +$193K +3,566 New
FMWA
516
Forvis Mazars Wealth Advisors
Missouri
$200K +$190K +3,513 New
RCM
517
Raleigh Capital Management
North Carolina
$200K – – –
IWA
518
Icon Wealth Advisors
Texas
$193K – – –
RP
519
Rowlandmiller & Partners
Georgia
$192K – – –
SVCP
520
Silicon Valley Capital Partners
California
$191K +$379 +7 +0.2%
GWS
521
Glassman Wealth Services
Virginia
$179K – – –
FCG
522
Financial Connections Group
California
$162K – – –
CFB
523
Cullen/Frost Bankers
Texas
$150K +$142K +2,629 New
ME
524
McIlrath & Eck
Washington
$147K +$271 +5 +0.2%
CSB
525
City State Bank
Iowa
$140K – – –
19 20
21
22 23

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.