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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 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, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
226
Applied Capital
Arkansas
$1.02M -$1.58M -38,038 -61%
BFS
227
Bard Financial Services
Connecticut
$1.01M – – –
AWM
228
Arista Wealth Management
Nevada
$998K +$998K +23,984 New
CB
229
Commerce Bank
Missouri
$985K +$648K +15,583 +193%
AWA
230
Acorn Wealth Advisors
Michigan
$955K +$232K +5,561 +32%
BMCM
231
Bryn Mawr Capital Management
Pennsylvania
$940K – – –
Betterment LLC
232
Betterment LLC
New York
$916K -$944K -22,683 -51%
IAN
233
Integrated Advisors Network
Texas
$909K +$177K +4,265 +24%
EIA
234
Eldridge Investment Advisors
New Hampshire
$883K -$6.37K -153 -0.7%
QA
235
Quantitative Advantage
Minnesota
$863K -$62.5K -1,501 -7%
MWC
236
MBM Wealth Consultants
Missouri
$863K – – –
CWM
237
Curi Wealth Management
North Carolina
$861K +$3.95K +95 +0.5%
KeyBank National Association
238
KeyBank National Association
Ohio
$851K – – –
SIC
239
SJS Investment Consulting
Ohio
$828K +$27.3K +655 +3%
TF
240
TIAA FSB
Florida
$825K – – –
W
241
WorthPointe
California
$824K +$384K +9,231 +87%
FPCG
242
Forum Private Client Group
Indiana
$811K +$80.6K +1,937 +11%
BFA
243
Beacon Financial Advisory
Ohio
$809K +$441K +10,610 +120%
EWA
244
EP Wealth Advisors
California
$797K -$167K -4,015 -17%
MWPCG
245
Measured Wealth Private Client Group
New Hampshire
$785K -$8.82K -212 -1%
AC
246
Avestar Capital
New York
$782K +$782K +18,800 New
PCIA
247
Prime Capital Investment Advisors
Kansas
$767K – – –
CCWA
248
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$758K +$33K +792 +5%
AFAS
249
Acorn Financial Advisory Services
Virginia
$752K -$104K -2,505 -12%
IWM
250
IHT Wealth Management
Illinois
$752K +$3.29K +79 +0.4%
8 9
10
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