Dimensional US Equity ETF
DFUS
470 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 151 increasing their positions, 148 reducing their positions, and 12 closing their positions.
142% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 12
3% more funds holding
Funds holding: 457 → 470 (+13)
2% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 148
0.34% more ownership
Funds ownership: 66.09% → 66.43% (+0.34%)
2% less funds holding in top 10
Funds holding in top 10: 65 → 64 (-1)
23% less capital invested
Capital invested by funds: $5.65B → $4.35B (-$1.3B)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $283K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Avestar Capital
New York
|
+$15.6M |
| 2 |
ZF
Zhang Financial
Portage,
Michigan
|
+$10.8M |
| 3 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
+$10.1M |
| 4 |
JP Morgan Chase
New York
|
+$6.86M |
| 5 |
GWWM
Great Waters Wealth Management
Shoreview,
Minnesota
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
Warwick Investment Management
Bryan,
Texas
|
-$14.2M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$5.68M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$3.91M |
| 4 |
CFO
Colony Family Offices
Charlotte,
North Carolina
|
-$3.52M |
| 5 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$3.25M |
DFUS Hedge Fund Activity: Q2 2023 in Review
470 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2023, worth a combined $4.35B — down 23% from $5.65B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new DFUS positions and 12 closed out — a net gain of 17 holders — while 151 added to existing stakes and 148 trimmed.
The largest buyer was Avestar Capital, adding an estimated $15.6M. The largest seller was Warwick Investment Management, exiting entirely with an estimated $14.2M sold.
- 470 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2023, up from 457 in Q1 2023.
- Funds reported $4.35B of Dimensional US Equity ETF stock for Q2 2023, down 23% quarter-over-quarter.
- 29 funds opened new Dimensional US Equity ETF positions in Q2 2023 and 12 closed out, a net change of +17 holders.
- The largest Dimensional US Equity ETF buyer in Q2 2023 was Avestar Capital, an estimated $15.6M added.
- The largest Dimensional US Equity ETF seller in Q2 2023 was Warwick Investment Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q2 2023.