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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
SOAG
201
Silver Oak Advisory Group
Oregon
$1.15M -$18.9K -453 -2%
BFO
202
Biltmore Family Office
North Carolina
$1.14M – – –
WAG
203
Winthrop Advisory Group
Massachusetts
$1.13M +$1.46K +35 +0.1%
MWM
204
Merriman Wealth Management
Washington
$1.13M +$477K +11,400 +72%
PFPT
205
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.12M – – –
AWP
206
Abacus Wealth Partners
California
$1.11M – – –
NHC
207
Nicholas Hoffman & Company
Georgia
$1.11M -$29.2K -699 -3%
AFGAS
208
Allegiance Financial Group Advisory Services
Virginia
$1.11M +$1.11M +26,582 New
BFS
209
Beacon Financial Strategies
North Carolina
$1.1M – – –
RA
210
RFG Advisory
Alabama
$1.1M -$6.39M -152,739 -86%
OFA
211
Onyx Financial Advisors
Idaho
$1.1M +$1.11M +26,503 New
AAS
212
Avantax Advisory Services
Texas
$1.1M -$146K -3,498 -12%
ASI
213
Advisory Services & Investments
Oregon
$1.1M -$352K -8,419 -24%
GJIA
214
Glass Jacobson Investment Advisors
Maryland
$1.09M +$1.1M +26,228 New
FWP
215
Falcon Wealth Planning
California
$1.09M -$16.1K -386 -1%
RTL
216
Red Tortoise LLC
Georgia
$1.08M +$1.09M +26,017 New
PCA
217
Personal Capital Advisors
California
$1.06M – – –
MW
218
Marcum Wealth
Ohio
$1.05M +$4.89K +117 +0.5%
PFBT
219
Parkside Financial Bank & Trust
Missouri
$1.05M – – –
CCMG
220
Clark Capital Management Group
Pennsylvania
$1.05M +$1.05M +25,143 New
DFC
221
DBK Financial Counsel
Ohio
$1.04M +$685K +16,380 +188%
WAM
222
WNY Asset Management
New York
$1.04M – – –
PFO
223
Pathstone Family Office
New Jersey
$1.04M +$2.01K +48 +0.2%
Susquehanna International Group
224
Susquehanna International Group
Pennsylvania
$1.03M -$413K -9,871 -28%
CPSAC
225
Chas P. Smith & Associates (CPS)
Florida
$1.03M -$2.3K -55 -0.2%
7 8
9
10 11

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.