Dimensional US Equity ETF
DFUS
567 hedge funds and large institutions have $6.19B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 19 closing their positions.
147% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 19
15% more capital invested
Capital invested by funds: $5.39B → $6.19B (+$798M)
4% more funds holding
Funds holding: 547 → 567 (+20)
3% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 186
0% more funds holding in top 10
Funds holding in top 10: 78 → 78 (0)
0.73% less ownership
Funds ownership: 69.83% → 69.1% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWA
Sax Wealth Advisors
Parsippany,
New Jersey
|
+$106M |
| 2 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
+$87.4M |
| 3 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$35.2M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$14.7M |
| 5 |
ZF
Zhang Financial
Portage,
Michigan
|
+$13.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$28.7M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
-$25.5M |
| 3 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
-$21.8M |
| 4 |
AC
Avestar Capital
New York
|
-$10.2M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$8.52M |
DFUS Hedge Fund Activity: Q1 2024 in Review
567 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2024, worth a combined $6.19B — up 15% from $5.39B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new DFUS positions and 19 closed out — a net gain of 28 holders — while 192 added to existing stakes and 186 trimmed.
The largest buyer was Sax Wealth Advisors, adding an estimated $106M. The largest seller was AE Wealth Management, cutting an estimated $28.7M.
- 567 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2024, up from 547 in Q4 2023.
- Funds reported $6.19B of Dimensional US Equity ETF stock for Q1 2024, up 15% quarter-over-quarter.
- 47 funds opened new Dimensional US Equity ETF positions in Q1 2024 and 19 closed out, a net change of +28 holders.
- The largest Dimensional US Equity ETF buyer in Q1 2024 was Sax Wealth Advisors, an estimated $106M added.
- The largest Dimensional US Equity ETF seller in Q1 2024 was AE Wealth Management, an estimated $28.7M sold.
Based on aggregated 13F filings for Q1 2024.