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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.76B
2
EWA
EP Wealth Advisors
California
$45.4M
3
PCA
Prosperity Capital Advisors
Ohio
$31M
4
TAM
TCP Asset Management
Ohio
$11.1M
5
FFM
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$13.4M
2
MAM
McLean Asset Management
Virginia
$31.4M
3
TFA
Triad Financial Advisors
North Carolina
$2.32M
4
PL
Plancorp LLC
Missouri
$249M
5
Truist Financial
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
226
Integrated Advisors Network
Texas
$1.12M +$154K +3,459 +16%
CCMG
227
Clark Capital Management Group
Pennsylvania
$1.12M – – –
AAS
228
Avantax Advisory Services
Texas
$1.12M -$62.2K -1,400 -5%
WAM
229
WNY Asset Management
New York
$1.11M – – –
FWP
230
FAS Wealth Partners
Kansas
$1.1M +$3.42K +77 +0.3%
PFBT
231
Parkside Financial Bank & Trust
Missouri
$1.1M -$26.9K -605 -2%
AC
232
Applied Capital
Arkansas
$1.1M +$1.29K +29 +0.1%
AWA
233
Acorn Wealth Advisors
Michigan
$1.09M +$75K +1,689 +7%
RA
234
RFG Advisory
Alabama
$1.09M +$3.42K +77 +0.3%
CPSAC
235
Chas P. Smith & Associates (CPS)
Florida
$1.09M -$6.67K -150 -0.6%
BFS
236
Bard Financial Services
Connecticut
$1.08M – – –
MGIA
237
Moneta Group Investment Advisors
Missouri
$1.07M +$461K +10,386 +76%
AWM
238
Arista Wealth Management
Nevada
$1.07M +$133 +3 +0%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$1M -$102K -2,298 -9%
QA
240
Quantitative Advantage
Minnesota
$972K +$50.3K +1,133 +5%
WRPWM
241
Werba Rubin Papier Wealth Management
California
$956K +$447K +10,059 +88%
EIA
242
Eldridge Investment Advisors
New Hampshire
$943K – – –
MWC
243
MBM Wealth Consultants
Missouri
$926K – – –
CWM
244
Curi Wealth Management
North Carolina
$922K +$2.84K +64 +0.3%
DI
245
DFPG Investments
Utah
$921K +$921K +20,731 New
Betterment LLC
246
Betterment LLC
New York
$921K -$56.5K -1,273 -6%
PCIA
247
Prime Capital Investment Advisors
Kansas
$914K +$95.8K +2,156 +12%
KeyBank National Association
248
KeyBank National Association
Ohio
$909K – – –
FPCG
249
Forum Private Client Group
Indiana
$885K +$18.7K +420 +2%
SIC
250
SJS Investment Consulting
Ohio
$880K -$4.44K -100 -0.5%
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