Dimensional US Equity ETF
DFUS
475 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.
100% more call options, than puts
Call options by funds: $56K | Put options by funds: $28K
57% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 21
5% more funds holding in top 10
Funds holding in top 10: 64 → 67 (+3)
2% more ownership
Funds ownership: 66.43% → 68.43% (+2%)
1% more funds holding
Funds holding: 469 → 475 (+6)
9% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 147
4% more capital invested
Capital invested by funds: $4.35B → $4.54B (+$191M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$118M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$69.4M |
| 3 |
SC
Savant Capital
Rockford,
Illinois
|
+$62M |
| 4 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$18.7M |
| 5 |
WIM
Warwick Investment Management
Bryan,
Texas
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$86.5M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.13M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.92M |
| 4 |
AC
Avestar Capital
New York
|
-$3.53M |
| 5 |
HWM
Hemington Wealth Management
Falls Church,
Virginia
|
-$3.27M |
DFUS Hedge Fund Activity: Q3 2023 in Review
475 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2023, worth a combined $4.54B — up 4.4% from $4.35B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DFUS positions and 21 closed out — a net gain of 12 holders — while 160 added to existing stakes and 147 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $118M. The largest seller was EP Wealth Advisors, cutting an estimated $86.5M.
- 475 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2023, up from 469 in Q2 2023.
- Funds reported $4.54B of Dimensional US Equity ETF stock for Q3 2023, up 4.4% quarter-over-quarter.
- 33 funds opened new Dimensional US Equity ETF positions in Q3 2023 and 21 closed out, a net change of +12 holders.
- The largest Dimensional US Equity ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $118M added.
- The largest Dimensional US Equity ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $86.5M sold.
Based on aggregated 13F filings for Q3 2023.