We are live on ! Find out more
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
BF
526
Brooklyn FI
New York
$216K – – –
SIM
527
Stratos Investment Management
Ohio
$210K +$512 +9 +0.3%
YIA
528
YHB Investment Advisors
Connecticut
$210K – – –
AI
529
Accredited Investors
Minnesota
$209K +$202K +3,557 New
FMWA
530
Forvis Mazars Wealth Advisors
Missouri
$207K – – –
RCM
531
Raleigh Capital Management
North Carolina
$207K – – –
AWM
532
Accel Wealth Management
Iowa
$207K -$66.4K -1,168 -25%
SB
533
Strategic Blueprint
Georgia
$206K +$199K +3,506 New
BJL
534
Brighton Jones LLC
Washington
$206K -$28.9K -509 -13%
RFC
535
Regions Financial Corp
Alabama
$205K +$198K +3,485 New
CS
536
Capital Square
Tennessee
$202K +$191K +3,356 New
RP
537
Rowlandmiller & Partners
Georgia
$198K – – –
SVCP
538
Silicon Valley Capital Partners
California
$198K +$512 +9 +0.3%
BOC
539
Bull Oak Capital
California
$196K -$63.2K -1,111 -25%
GWS
540
Glassman Wealth Services
Virginia
$185K – – –
CSB
541
City State Bank
Iowa
$172K +$26.6K +468 +19%
FCG
542
Financial Connections Group
California
$167K – – –
Qube Research & Technologies (QRT)
543
Qube Research & Technologies (QRT)
United Kingdom
$153K +$145K +2,557 +5,218%
ME
544
McIlrath & Eck
Washington
$153K +$398 +7 +0.3%
AIM
545
Acropolis Investment Management
Missouri
$144K – – –
ATPW
546
Ashton Thomas Private Wealth
Arizona
$142K +$137K +2,413 New
CSC
547
Caldwell Sutter Capital
California
$133K – – –
PP
548
PrairieView Partners
Minnesota
$133K – – –
IWP
549
IAG Wealth Partners
Wisconsin
$131K – – –
BTI
550
Blue Trust Inc
Georgia
$130K – – –
20 21
22
23 24

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.