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DFUS

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
457
Holders Change
+18
Holders Change %
+4.1%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
130
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$78.3M
2
PCA
Prosperity Capital Advisors
Ohio
+$14.9M
3
TAM
TCP Asset Management
Ohio
+$10.9M
4
FFM
Flagstone Financial Management
Nebraska
+$9.4M
5
AAM
Austin Asset Management
Texas
+$7.85M

Top Sellers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
-$16.5M
2
MAM
McLean Asset Management
Virginia
-$4.14M
3
TFA
Triad Financial Advisors
North Carolina
-$3.42M
4
PL
Plancorp LLC
Missouri
-$3.33M
5
Truist Financial
Truist Financial
North Carolina
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
LG
176
LAM Group
Oregon
$1.9M +$25K +575 +1%
CSWM
177
Cassady Schiller Wealth Management
Ohio
$1.88M – – –
AFS
178
Annapolis Financial Services
Maryland
$1.83M -$156K -3,592 -8%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$1.81M -$140K -3,219 -7%
IWN
180
Independent Wealth Network
Iowa
$1.79M -$1.3K -30 -0.1%
AF
181
Allworth Financial
California
$1.75M +$36.7K +844 +2%
MHS
182
M Holdings Securities
Oregon
$1.74M +$18.3K +422 +1%
MSFS
183
Main Street Financial Solutions
Pennsylvania
$1.68M -$146K -3,362 -8%
MCA
184
Maryland Capital Advisors
Maryland
$1.68M – – –
AAS
185
Ameritas Advisory Services
Nebraska
$1.61M -$1.3M -29,856 -45%
Citadel Advisors
186
Citadel Advisors
Florida
$1.59M +$1.55M +35,773 New
EPP
187
ETF Portfolio Partners
Kansas
$1.56M – – –
KPWS
188
Kestra Private Wealth Services
Texas
$1.54M +$4.65K +107 +0.3%
AWM
189
Apollon Wealth Management
South Carolina
$1.53M – – –
NAM
190
NorthCrest Asset Manangement
Minnesota
$1.53M +$1.5M +34,498 New
SSB
191
Sandy Spring Bank
Maryland
$1.52M -$1.09K -25 -0.1%
ANB
192
Amarillo National Bank
Texas
$1.51M – – –
IAG
193
Investment Advisory Group
Massachusetts
$1.5M +$62K +1,428 +4%
ASI
194
Advisory Services & Investments
Oregon
$1.48M +$299K +6,877 +26%
SFC
195
Strategic Financial Concepts
Texas
$1.48M +$1.44M +33,208 New
EWA
196
Exencial Wealth Advisors
Oklahoma
$1.45M -$48.9K -1,126 -3%
VCA
197
Verdence Capital Advisors
Maryland
$1.41M +$43 +1 +0%
ACA
198
Aptus Capital Advisors
Alabama
$1.4M +$1.37M +31,571 New
AWM
199
Aprio Wealth Management
Georgia
$1.36M +$67.4K +1,553 +5%
KCPG
200
Kavar Capital Partners Group
Kansas
$1.36M +$4.13K +95 +0.3%
6 7
8
9 10

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.