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DFUS

Dimensional US Equity ETF
DFUS

547 hedge funds and large institutions have $5.39B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 177 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

790% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 146

19% more capital invested

Capital invested by funds: $4.54B → $5.39B (+$850M)

16% more funds holding in top 10

Funds holding in top 10: 67 → 78 (+11)

15% more funds holding

Funds holding: 476 → 547 (+71)

1.4% more ownership

Funds ownership: 68.43% → 69.83% (+1.4%)

Holders
547
Holders Change
+71
Holders Change %
+14.92%
% of All Funds
7.97%
Holding in Top 10
78
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.42%
% of All Funds
1.14%
New
89
Increased
177
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IDA
Intelligence Driven Advisers
California
+$70.1M
2
BSW
Buckingham Strategic Wealth
Missouri
+$29.1M
3
MAC
Mason & Associates (California)
California
+$27.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$16.2M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$105M
2
PCA
Prosperity Capital Advisors
Ohio
-$18.2M
3
PL
Plancorp LLC
Missouri
-$10.5M
4
MA
Mutual Advisors
Nebraska
-$8.62M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$6.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
151
Sand Hill Global Advisors
California
$3.92M -$13.9K -287 -0.4%
IA
152
IFG Advisory
Georgia
$3.91M +$9.78K +202 +0.3%
LI
153
LVZ Inc
Michigan
$3.76M +$102K +2,098 +3%
ASN
154
Advisory Services Network
Georgia
$3.67M – – –
BA
155
Bridgewater Advisors
New York
$3.4M +$1.02K +21 +0%
RCM
156
Rain Capital Management
Oregon
$3.36M +$8.57K +177 +0.3%
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$3.32M +$3.1M +64,030 New
HR
158
Hardy Reed
Mississippi
$3.32M – – –
EWM
159
Empirical Wealth Management
Washington
$3.23M +$142K +2,939 +5%
KCPG
160
Kavar Capital Partners Group
Kansas
$3.21M +$1.51M +31,139 +101%
HIA
161
HTG Investment Advisors
Connecticut
$3.11M -$9.68K -200 -0.3%
Brown Advisory
162
Brown Advisory
Maryland
$3.06M – – –
WFA
163
Websterrogers Financial Advisors
South Carolina
$3.06M -$6.78K -140 -0.2%
HWM
164
HFG Wealth Management
Texas
$3.05M +$2.85M +58,837 New
RJA
165
Raymond James & Associates
Florida
$2.97M +$1.45M +29,922 +109%
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$2.95M +$28.1K +580 +1%
WA
167
Waverly Advisors
Alabama
$2.95M +$2.23K +46 +0.1%
CAMG
168
CWA Asset Management Group
Florida
$2.94M +$5.23K +108 +0.2%
TIM
169
Tortoise Investment Management
New York
$2.93M – – –
AF
170
Advisornet Financial
Minnesota
$2.9M +$9.78K +202 +0.4%
LP
171
LGL Partners
Pennsylvania
$2.89M – – –
CCA
172
Clarity Capital Advisors
Florida
$2.88M +$2.69M +55,536 New
FC
173
Financial Council
Maryland
$2.87M – – –
IAG
174
Investment Advisory Group
Massachusetts
$2.83M +$681K +14,076 +35%
BP
175
Ballentine Partners
Massachusetts
$2.83M – – –
5 6
7
8 9

DFUS Hedge Fund Activity: Q4 2023 in Review

547 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2023, worth a combined $5.39B — up 19% from $4.54B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DFUS positions and 10 closed out — a net gain of 79 holders — while 177 added to existing stakes and 146 trimmed.

The largest buyer was Intelligence Driven Advisers, adding an estimated $70.1M. The largest seller was Strategic Investment Solutions, cutting an estimated $105M.

  • 547 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2023, up from 476 in Q3 2023.
  • Funds reported $5.39B of Dimensional US Equity ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 89 funds opened new Dimensional US Equity ETF positions in Q4 2023 and 10 closed out, a net change of +79 holders.
  • The largest Dimensional US Equity ETF buyer in Q4 2023 was Intelligence Driven Advisers, an estimated $70.1M added.
  • The largest Dimensional US Equity ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2023.