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DFUS

Dimensional US Equity ETF
DFUS

439 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 131 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 17

39% more funds holding in top 10

Funds holding in top 10: 51 → 71 (+20)

17% more capital invested

Capital invested by funds: $3.09B → $3.6B (+$511M)

13% more funds holding

Funds holding: 390 → 439 (+49)

3.53% more ownership

Funds ownership: 61.91% → 65.44% (+3.5%)

5% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 131

Holders
439
Holders Change
+49
Holders Change %
+12.56%
% of All Funds
7.06%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.14%
New
76
Increased
138
Reduced
131
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZF
Zhang Financial
Michigan
+$19.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$11.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.16M
4
CPC
Consolidated Planning Corp
Georgia
+$6.96M
5
Creative Planning
Creative Planning
Kansas
+$5.65M

Top Sellers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
-$16.1M
2
SA
Shilanski & Associates
Alaska
-$7.98M
3
RA
RFG Advisory
Alabama
-$6.39M
4
RS
Retirement Solution
Washington
-$4.22M
5
GCM
G2 Capital Management
Ohio
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$3.14M -$389K -9,295 -11%
DWM
127
Drive Wealth Management
Utah
$3.11M +$1.2M +28,805 +63%
MWA
128
Mills Wealth Advisors
Texas
$3.06M +$3.07M +73,425 New
WFA
129
Websterrogers Financial Advisors
South Carolina
$2.95M -$25.4K -608 -0.9%
PWPS
130
Pinnacle Wealth Planning Services
Ohio
$2.88M +$472K +11,297 +19%
SIAG
131
Safeguard Investment Advisory Group
California
$2.85M +$86.7K +2,073 +3%
IA
132
IFG Advisory
Georgia
$2.83M +$149K +3,566 +6%
AWM
133
Align Wealth Management
Oklahoma
$2.83M +$3.05M +72,841 New
BA
134
Bridgewater Advisors
New York
$2.83M -$57.2K -1,368 -2%
AAS
135
Ameritas Advisory Services
Nebraska
$2.75M +$1.25M +29,844 +82%
HR
136
Hardy Reed
Mississippi
$2.74M -$10.3K -247 -0.4%
RCM
137
Rain Capital Management
Oregon
$2.7M -$8.28K -198 -0.3%
RSWM
138
Robertson Stephens Wealth Management
California
$2.68M – – –
LI
139
LVZ Inc
Michigan
$2.65M +$472K +11,285 +22%
BCM
140
Brainard Capital Management
Texas
$2.61M +$2.62M +62,745 New
HIA
141
HTG Investment Advisors
Connecticut
$2.54M +$2.56M +61,162 New
Brown Advisory
142
Brown Advisory
Maryland
$2.53M +$331K +7,924 +15%
CG
143
Colony Group
Massachusetts
$2.47M +$1.42K +34 +0.1%
HSG
144
Helen Stephens Group
Texas
$2.44M +$934K +22,328 +61%
EWM
145
Empirical Wealth Management
Washington
$2.43M -$114K -2,730 -4%
FC
146
Financial Council
Maryland
$2.35M – – –
CAMG
147
CWA Asset Management Group
Florida
$2.35M +$6.27K +150 +0.3%
ALWM
148
Andrews Lucia Wealth Management
California
$2.34M -$5.52K -132 -0.2%
AF
149
Advisornet Financial
Minnesota
$2.32M -$303K -7,247 -11%
LP
150
LGL Partners
Pennsylvania
$2.32M – – –
4 5
6
7 8

DFUS Hedge Fund Activity: Q4 2022 in Review

439 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2022, worth a combined $3.6B — up 17% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DFUS positions and 17 closed out — a net gain of 59 holders — while 138 added to existing stakes and 131 trimmed.

The largest buyer was Zhang Financial, adding an estimated $19.4M. The largest seller was Focus Partners Advisor Solutions, cutting an estimated $16.1M.

  • 439 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2022, up from 390 in Q3 2022.
  • Funds reported $3.6B of Dimensional US Equity ETF stock for Q4 2022, up 17% quarter-over-quarter.
  • 76 funds opened new Dimensional US Equity ETF positions in Q4 2022 and 17 closed out, a net change of +59 holders.
  • The largest Dimensional US Equity ETF buyer in Q4 2022 was Zhang Financial, an estimated $19.4M added.
  • The largest Dimensional US Equity ETF seller in Q4 2022 was Focus Partners Advisor Solutions, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2022.