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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
FFA
551
Frazier Financial Advisors
Ohio
$127K – – –
HNB
552
Hilltop National Bank
Wyoming
$127K – – –
EC
553
EdgeRock Capital
Colorado
$127K +$122K +2,154 New
WT
554
Whittier Trust
California
$126K – – –
GTAM
555
Global Trust Asset Management
Florida
$120K – – –
W
556
WealthCollab
Washington
$109K – – –
SWM
557
Sanctuary Wealth Management
Idaho
$108K – – –
AA
558
Atmos Advisory
Pennsylvania
$107K +$341 +6 +0.3%
PCM
559
Perritt Capital Management
Illinois
$103K +$284 +5 +0.3%
BCP
560
Blue Chip Partners
Michigan
$102K +$98.5K +1,732 New
OC
561
Oakworth Capital
Alabama
$100K – – –
BFPW
562
BOK Financial Private Wealth
Colorado
$96.2K – – –
SAM
563
S.A. Mason
Michigan
$87.7K – – –
TFM
564
TFC Financial Management
Massachusetts
$76K +$171 +3 +0.2%
SFC
565
SYM Financial Corp
Indiana
$73.4K – – –
OW
566
Olistico Wealth
Oklahoma
$69.4K +$67K +1,179 New
DSC
567
Duncker Streett & Co
Missouri
$68.8K – – –
Russell Investments Group
568
Russell Investments Group
United Kingdom
$65.8K – – –
PMFA
569
Plante Moran Financial Advisors
Michigan
$52.3K – – –
GG
570
Gleason Group
Kentucky
$49.3K +$114 +2 +0.2%
CIAS
571
Capital Investment Advisory Services
North Carolina
$49.1K -$39.2K -689 -45%
AA
572
Ancora Advisors
Ohio
$46.2K – – –
SN
573
Sittner & Nelson
Oregon
$43K – – –
PA
574
Pineridge Advisors
Missouri
$33K – – –
BC
575
Barrett & Company
Rhode Island
$31.5K – – –
21 22
23
24 25

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.