Dimensional US Equity ETF
DFUS
457 hedge funds and large institutions have $5.65B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 130 reducing their positions, and 11 closing their positions.
264% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 11
57% more capital invested
Capital invested by funds: $3.6B → $5.65B (+$2.04B)
28% more repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 130
4% more funds holding
Funds holding: 439 → 457 (+18)
0.64% more ownership
Funds ownership: 65.44% → 66.09% (+0.64%)
8% less funds holding in top 10
Funds holding in top 10: 71 → 65 (-6)
98% less call options, than puts
Call options by funds: $4K | Put options by funds: $252K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$78.3M |
| 2 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$14.9M |
| 3 |
TAM
TCP Asset Management
Columbus,
Ohio
|
+$10.9M |
| 4 |
FFM
Flagstone Financial Management
Lincoln,
Nebraska
|
+$9.4M |
| 5 |
AAM
Austin Asset Management
Austin,
Texas
|
+$7.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$16.5M |
| 2 |
MAM
McLean Asset Management
Tysons,
Virginia
|
-$4.14M |
| 3 |
TFA
Triad Financial Advisors
Greensboro,
North Carolina
|
-$3.42M |
| 4 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$3.33M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$3.07M |
DFUS Hedge Fund Activity: Q1 2023 in Review
457 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2023, worth a combined $5.65B — up 57% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new DFUS positions and 11 closed out — a net gain of 29 holders — while 166 added to existing stakes and 130 trimmed.
The largest buyer was EP Wealth Advisors, adding an estimated $78.3M. The largest seller was Kestra Advisory Services, cutting an estimated $16.5M.
- 457 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2023, up from 439 in Q4 2022.
- Funds reported $5.65B of Dimensional US Equity ETF stock for Q1 2023, up 57% quarter-over-quarter.
- 40 funds opened new Dimensional US Equity ETF positions in Q1 2023 and 11 closed out, a net change of +29 holders.
- The largest Dimensional US Equity ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $78.3M added.
- The largest Dimensional US Equity ETF seller in Q1 2023 was Kestra Advisory Services, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2023.