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DFUS

Dimensional US Equity ETF
DFUS

567 hedge funds and large institutions have $6.19B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 192 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

15% more capital invested

Capital invested by funds: $5.39B → $6.19B (+$798M)

4% more funds holding

Funds holding: 547 → 567 (+20)

3% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 186

0% more funds holding in top 10

Funds holding in top 10: 78 → 78 (0)

0.73% less ownership

Funds ownership: 69.83% → 69.1% (-0.73%)

Holders
567
Holders Change
+20
Holders Change %
+3.66%
% of All Funds
8.17%
Holding in Top 10
78
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.12%
New
47
Increased
192
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SWA
Sax Wealth Advisors
New Jersey
+$106M
2
BSW
Buckingham Strategic Wealth
Missouri
+$87.4M
3
FPAS
Focus Partners Advisor Solutions
Missouri
+$35.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$14.7M
5
ZF
Zhang Financial
Michigan
+$13.6M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$28.7M
2
SC
Savant Capital
Illinois
-$25.5M
3
MAC
Mason & Associates (California)
California
-$21.8M
4
AC
Avestar Capital
New York
-$10.2M
5
MA
Mutual Advisors
Nebraska
-$8.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
176
OneDigital Investment Advisors
Kansas
$3.07M +$11.7K +216 +0.4%
IWC
177
Integrated Wealth Concepts
Massachusetts
$3.05M +$128K +2,357 +5%
RCM
178
Rain Capital Management
Oregon
$3.01M -$649K -11,979 -18%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$2.89M +$36.1K +667 +1%
MA
180
Montag & Associates
Georgia
$2.88M +$4.33K +80 +0.2%
SWM
181
Sterling Wealth Management
Illinois
$2.87M +$129K +2,380 +5%
WCA
182
Waypoint Capital Advisors
Minnesota
$2.86M – – –
SSC
183
Syverson Strege & Co
Iowa
$2.86M +$1.25K +23 +0%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$2.82M +$7.36K +136 +0.3%
MFT
185
Moisand Fitzgerald Tamayo
Florida
$2.82M -$235K -4,337 -8%
TWD
186
True Wealth Design
Ohio
$2.8M -$25.1K -464 -0.9%
FC
187
Financial Council
Maryland
$2.76M -$381K -7,035 -13%
AC
188
Avestar Capital
New York
$2.72M -$10.2M -188,282 -80%
RDWM
189
Red Door Wealth Management
Tennessee
$2.72M – – –
IWN
190
Independent Wealth Network
Iowa
$2.71M +$306K +5,655 +14%
CFO
191
CVA Family Office
Colorado
$2.69M +$103K +1,897 +4%
ALWM
192
Andrews Lucia Wealth Management
California
$2.69M -$26.3K -485 -1%
CIA
193
Caerus Investment Advisors
Texas
$2.63M -$108K -2,000 -4%
BCI
194
Brinker Capital Investments
Pennsylvania
$2.63M +$231K +4,267 +10%
OPS
195
Orion Portfolio Solutions
Nebraska
$2.63M +$231K +4,267 +10%
LFA
196
Lauterbach Financial Advisors
Texas
$2.56M -$265K -4,898 -10%
BHWM
197
Beaird Harris Wealth Management
Texas
$2.53M -$106K -1,954 -4%
AWA
198
Acorn Wealth Advisors
Michigan
$2.53M +$604K +11,159 +34%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$2.51M -$209K -3,853 -8%
EF
200
Empowered Funds
Pennsylvania
$2.49M +$2.37M +43,772 New
6 7
8
9 10

DFUS Hedge Fund Activity: Q1 2024 in Review

567 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2024, worth a combined $6.19B — up 15% from $5.39B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new DFUS positions and 19 closed out — a net gain of 28 holders — while 192 added to existing stakes and 186 trimmed.

The largest buyer was Sax Wealth Advisors, adding an estimated $106M. The largest seller was AE Wealth Management, cutting an estimated $28.7M.

  • 567 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2024, up from 547 in Q4 2023.
  • Funds reported $6.19B of Dimensional US Equity ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 47 funds opened new Dimensional US Equity ETF positions in Q1 2024 and 19 closed out, a net change of +28 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2024 was Sax Wealth Advisors, an estimated $106M added.
  • The largest Dimensional US Equity ETF seller in Q1 2024 was AE Wealth Management, an estimated $28.7M sold.

Based on aggregated 13F filings for Q1 2024.