Dimensional US Equity ETF
DFUS
696 hedge funds and large institutions have $9.86B invested in Dimensional US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 219 increasing their positions, 189 reducing their positions, and 17 closing their positions.
553% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 17
32% more funds holding in top 10
Funds holding in top 10: 87 → 115 (+28)
26% more capital invested
Capital invested by funds: $7.84B → $9.86B (+$2.02B)
16% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 189
14% more funds holding
Funds holding: 610 → 696 (+86)
6.16% more ownership
Funds ownership: 71.13% → 77.29% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$1.13B |
| 2 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
+$61.6M |
| 3 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$33.8M |
| 4 |
HSG
Helen Stephens Group
Fort Worth,
Texas
|
+$33.1M |
| 5 |
RFP
Root Financial Partners
Encinitas,
California
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$115M |
| 2 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$28.4M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$11.6M |
| 4 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$11.1M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$7.28M |
DFUS Hedge Fund Activity: Q4 2024 in Review
696 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2024, worth a combined $9.86B — up 26% from $7.84B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new DFUS positions and 17 closed out — a net gain of 94 holders — while 219 added to existing stakes and 189 trimmed.
The largest buyer was Prudential Financial, adding an estimated $1.13B. The largest seller was Mercer Global Advisors, cutting an estimated $115M.
- 696 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2024, up from 610 in Q3 2024.
- Funds reported $9.86B of Dimensional US Equity ETF stock for Q4 2024, up 26% quarter-over-quarter.
- 111 funds opened new Dimensional US Equity ETF positions in Q4 2024 and 17 closed out, a net change of +94 holders.
- The largest Dimensional US Equity ETF buyer in Q4 2024 was Prudential Financial, an estimated $1.13B added.
- The largest Dimensional US Equity ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $115M sold.
Based on aggregated 13F filings for Q4 2024.