Dimensional US Equity ETF
DFUS
610 hedge funds and large institutions have $7.84B invested in Dimensional US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 228 increasing their positions, 170 reducing their positions, and 12 closing their positions.
192% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 12
34% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 170
16% more capital invested
Capital invested by funds: $6.76B → $7.84B (+$1.08B)
6% more funds holding in top 10
Funds holding in top 10: 82 → 87 (+5)
3% more funds holding
Funds holding: 592 → 610 (+18)
0.8% more ownership
Funds ownership: 70.33% → 71.13% (+0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$523M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$491M |
| 3 |
RFP
Root Financial Partners
Encinitas,
California
|
+$29.7M |
| 4 |
PWM
PBMares Wealth Management
Williamsburg,
Virginia
|
+$26.5M |
| 5 |
GWWM
Great Waters Wealth Management
Shoreview,
Minnesota
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$55.5M |
| 2 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$12.3M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$7.29M |
| 4 |
PCMC
Private Capital Management (Colorado)
Denver,
Colorado
|
-$6.38M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.29M |
DFUS Hedge Fund Activity: Q3 2024 in Review
610 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2024, worth a combined $7.84B — up 16% from $6.76B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DFUS positions and 12 closed out — a net gain of 23 holders — while 228 added to existing stakes and 170 trimmed.
The largest buyer was Prudential Financial, adding an estimated $523M. The largest seller was Elser Financial Planning, cutting an estimated $55.5M.
- 610 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2024, up from 592 in Q2 2024.
- Funds reported $7.84B of Dimensional US Equity ETF stock for Q3 2024, up 16% quarter-over-quarter.
- 35 funds opened new Dimensional US Equity ETF positions in Q3 2024 and 12 closed out, a net change of +23 holders.
- The largest Dimensional US Equity ETF buyer in Q3 2024 was Prudential Financial, an estimated $523M added.
- The largest Dimensional US Equity ETF seller in Q3 2024 was Elser Financial Planning, an estimated $55.5M sold.
Based on aggregated 13F filings for Q3 2024.