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DFUS

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
696
Holders Change
+86
Holders Change %
+14.1%
% of All Funds
9.17%
Holding in Top 10
115
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+32.18%
% of All Funds
1.51%
New
111
Increased
219
Reduced
189
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$1.13B
2
EFP
Elser Financial Planning
Indiana
+$61.6M
3
EP
Essential Planning
New Hampshire
+$33.8M
4
HSG
Helen Stephens Group
Texas
+$33.1M
5
RFP
Root Financial Partners
California
+$31.8M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$115M
2
IDA
Intelligence Driven Advisers
California
-$28.4M
3
SFS
Sowell Financial Services
Arkansas
-$11.6M
4
PL
Plancorp LLC
Missouri
-$11.1M
5
PMG
ProVise Management Group
Florida
-$7.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
601
Capital Square
Tennessee
$242K +$6.03K +94 +3%
AO
602
Advisor OS
Illinois
$241K +$834 +13 +0.3%
MA
603
MJP Associates
Connecticut
$241K +$834 +13 +0.3%
RF
604
Robinswood Financial
Washington
$240K – – –
SB
605
Strategic Blueprint
Georgia
$239K +$15.3K +238 +7%
PWM
606
Proathlete Wealth Management
Florida
$238K +$834 +13 +0.3%
RCM
607
RB Capital Management
Nevada
$237K +$23.1K +360 +11%
BWM
608
BlackDiamond Wealth Management
New York
$234K – – –
BF
609
Brooklyn FI
New York
$234K – – –
SF
610
SageOak Financial
Oklahoma
$233K +$234K +3,655 New
SIM
611
Stratos Investment Management
Ohio
$228K – – –
YIA
612
YHB Investment Advisors
Connecticut
$227K – – –
M
613
MATAURO
New York
$227K +$229K +3,564 New
AI
614
Accredited Investors
Minnesota
$225K -$2.12K -33 -0.9%
SWM
615
Stark Wealth Management
Pennsylvania
$224K +$226K +3,520 New
RCM
616
Raleigh Capital Management
North Carolina
$224K – – –
WCM
617
Wealthcare Capital Management
Virginia
$224K +$225K +3,512 New
AWM
618
Accel Wealth Management
Iowa
$224K – – –
FMWA
619
Forvis Mazars Wealth Advisors
Missouri
$224K – – –
MSWM
620
McGlone Suttner Wealth Management
Wisconsin
$223K – – –
RFC
621
Regions Financial Corp
Alabama
$222K – – –
IIC
622
Ironwood Investment Counsel
Arizona
$217K +$218K +3,401 New
SVCP
623
Silicon Valley Capital Partners
California
$216K +$769 +12 +0.4%
RP
624
Rowlandmiller & Partners
Georgia
$215K – – –
AFA
625
American Financial Advisors
Georgia
$213K -$1.73K -27 -0.8%
23 24
25
26 27

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.