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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
+$70.1M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$29.1M |
| 3 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$27.6M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20.3M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$105M |
| 2 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$18.2M |
| 3 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$10.5M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$8.62M |
| 5 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$6.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
551
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.71M | -36,646 | Closed |
|
|
GS
552
GTS Securities
New York
| – | -$1.15M | -24,601 | Closed |
|
553
Citadel Advisors
Miami,
Florida
| – | -$969K | -20,827 | Closed |
|
|
LNWTC
554
Laird Norton Wetherby Trust Company
Seattle,
Washington
| – | -$382K | -8,216 | Closed |
|
|
RWM
555
Revisor Wealth Management
Akron,
Ohio
| – | -$378K | -8,115 | Closed |
|
|
SW
556
Simplicity Wealth
Summit,
New Jersey
| – | -$230K | -4,940 | Closed |
|
|
TRCT
557
Tower Research Capital (TRC)
New York
| – | -$43.7K | -938 | Closed |
|
558
BlackRock
New York
| – | -$25 | -1 | Closed |
|
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.