DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
226
U.S. Capital Wealth Advisors
Texas
$1.26M -$33.8K -701 -3%
Bank of New York Mellon
227
Bank of New York Mellon
New York
$1.24M -$4.91K -102 -0.4%
AWP
228
Abacus Wealth Partners
California
$1.24M -$61K -1,267 -5%
IAN
229
Integrated Advisors Network
Texas
$1.23M +$12.7K +263 +1%
MW
230
Marcum Wealth
Ohio
$1.23M +$4.19K +87 +0.3%
Empower Advisory Group
231
Empower Advisory Group
Colorado
$1.23M – – –
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$1.22M +$138K +2,857 +13%
CCMG
233
Clark Capital Management Group
Pennsylvania
$1.21M – – –
WAM
234
WNY Asset Management
New York
$1.2M – – –
FWP
235
FAS Wealth Partners
Kansas
$1.2M +$4.05K +84 +0.3%
PFBT
236
Parkside Financial Bank & Trust
Missouri
$1.19M – – –
AC
237
Applied Capital
Arkansas
$1.19M -$96 -2 -0%
RA
238
RFG Advisory
Alabama
$1.18M -$1.83K -38 -0.2%
BFS
239
Bard Financial Services
Connecticut
$1.17M – – –
AWM
240
Arista Wealth Management
Nevada
$1.16M +$96 +2 +0%
CPSAC
241
Chas P. Smith & Associates (CPS)
Florida
$1.15M -$34.5K -717 -3%
RTL
242
Red Tortoise LLC
Georgia
$1.12M -$138K -2,872 -11%
EIA
243
Eldridge Investment Advisors
New Hampshire
$1.04M +$14.4K +300 +1%
MWC
244
MBM Wealth Consultants
Missouri
$1.01M – – –
CWM
245
Curi Wealth Management
North Carolina
$1M +$3.37K +70 +0.3%
Wealth Enhancement Advisory Services
246
Wealth Enhancement Advisory Services
Minnesota
$994K -$1.27M -26,386 -56%
PCIA
247
Prime Capital Investment Advisors
Kansas
$993K +$1.88K +39 +0.2%
KeyBank National Association
248
KeyBank National Association
Ohio
$985K – – –
DI
249
DFPG Investments
Utah
$968K -$59.4K -1,199 -6%
SIC
250
SJS Investment Consulting
Ohio
$954K – – –
8 9
10
11 12