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DFUS

Dimensional US Equity ETF
DFUS

592 hedge funds and large institutions have $6.76B invested in Dimensional US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 223 increasing their positions, 160 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

39% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 160

9% more capital invested

Capital invested by funds: $6.19B → $6.76B (+$571M)

5% more funds holding in top 10

Funds holding in top 10: 78 → 82 (+4)

4% more funds holding

Funds holding: 567 → 592 (+25)

1.23% more ownership

Funds ownership: 69.1% → 70.33% (+1.2%)

Holders
592
Holders Change
+25
Holders Change %
+4.41%
% of All Funds
8.55%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.18%
New
46
Increased
223
Reduced
160
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$113M
2
LPL Financial
LPL Financial
California
+$60.4M
3
PCMC
Private Capital Management (Colorado)
Colorado
+$39.7M
4
Cerity Partners
Cerity Partners
New York
+$27.4M
5
SWA
Sax Wealth Advisors
New Jersey
+$20.3M

Top Sellers

1
SC
Savant Capital
Illinois
-$19.8M
2
WIM
Warwick Investment Management
Texas
-$16.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$9.46M
4
TB
Treynor Bancshares
Iowa
-$8.4M
5
FFM
Forum Financial Management
Illinois
-$5.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
151
Independent Advisor Alliance
North Carolina
$4.78M -$878K -15,435 -16%
NWM
152
Northwest Wealth Management
Iowa
$4.68M +$2.58M +45,311 +133%
IA
153
IFG Advisory
Georgia
$4.65M +$34.5K +607 +0.8%
SHGA
154
Sand Hill Global Advisors
California
$4.43M -$114 -2 -0%
AWM
155
Ariadne Wealth Management
California
$4.41M +$4.26M +74,939 New
LI
156
LVZ Inc
Michigan
$4.14M +$28.2K +496 +0.7%
ASN
157
Advisory Services Network
Georgia
$4.13M -$5.68K -100 -0.1%
ACA
158
American Capital Advisory
Idaho
$4.07M +$1.65M +29,040 +59%
EWA
159
Exencial Wealth Advisors
Oklahoma
$4.01M +$140K +2,460 +4%
TIM
160
Tortoise Investment Management
New York
$3.96M +$553K +9,720 +17%
BA
161
Bridgewater Advisors
New York
$3.85M +$7.11K +125 +0.2%
EWM
162
Empirical Wealth Management
Washington
$3.84M – – –
Focus Partners Wealth
163
Focus Partners Wealth
Massachusetts
$3.83M +$67K +1,178 +2%
VPWA
164
Vestia Personal Wealth Advisors
Indiana
$3.78M +$3.65M +64,152 New
AAS
165
Avantax Advisory Services
Texas
$3.77M +$1.45M +25,521 +66%
HR
166
Hardy Reed
Mississippi
$3.77M – – –
HA
167
Herold Advisors
New York
$3.65M +$1.11M +19,458 +46%
HIA
168
HTG Investment Advisors
Connecticut
$3.53M – – –
Brown Advisory
169
Brown Advisory
Maryland
$3.48M – – –
CPWM
170
Cypress Point Wealth Management
Texas
$3.44M +$1.74M +30,590 +110%
WFA
171
Websterrogers Financial Advisors
South Carolina
$3.44M +$2.22K +39 +0.1%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$3.43M +$431K +7,576 +15%
WA
173
Waverly Advisors
Alabama
$3.42M +$53.4K +940 +2%
AWM
174
Apollon Wealth Management
South Carolina
$3.38M -$310K -5,457 -9%
SP
175
Stonebrook Private
Michigan
$3.35M -$3.8M -66,816 -54%
5 6
7
8 9

DFUS Hedge Fund Activity: Q2 2024 in Review

592 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2024, worth a combined $6.76B — up 9.2% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DFUS positions and 15 closed out — a net gain of 31 holders — while 223 added to existing stakes and 160 trimmed.

The largest buyer was Creative Planning, adding an estimated $113M. The largest seller was Savant Capital, cutting an estimated $19.8M.

  • 592 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2024, up from 567 in Q1 2024.
  • Funds reported $6.76B of Dimensional US Equity ETF stock for Q2 2024, up 9.2% quarter-over-quarter.
  • 46 funds opened new Dimensional US Equity ETF positions in Q2 2024 and 15 closed out, a net change of +31 holders.
  • The largest Dimensional US Equity ETF buyer in Q2 2024 was Creative Planning, an estimated $113M added.
  • The largest Dimensional US Equity ETF seller in Q2 2024 was Savant Capital, an estimated $19.8M sold.

Based on aggregated 13F filings for Q2 2024.