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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 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.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFGAS
226
Allegiance Financial Group Advisory Services
Virginia
$1.25M +$1.49K +32 +0.1%
NHC
227
Nicholas Hoffman & Company
Georgia
$1.23M +$93 +2 +0%
MWM
228
Merriman Wealth Management
Washington
$1.22M – – –
FWP
229
Falcon Wealth Planning
California
$1.22M – – –
USCWA
230
U.S. Capital Wealth Advisors
Texas
$1.2M -$14.7K -315 -1%
Bank of New York Mellon
231
Bank of New York Mellon
New York
$1.19M -$2.28K -49 -0.2%
MW
232
Marcum Wealth
Ohio
$1.19M +$4.05K +87 +0.3%
AWP
233
Abacus Wealth Partners
California
$1.19M -$3.82K -82 -0.3%
PSP
234
Principal Street Partners
Tennessee
$1.19M +$597K +12,819 +101%
AC
235
Applied Capital
Arkansas
$1.19M -$22.1K -451 -2%
Empower Advisory Group
236
Empower Advisory Group
Colorado
$1.18M – – –
OFA
237
Onyx Financial Advisors
Idaho
$1.18M -$41.7K -896 -3%
WAM
238
WNY Asset Management
New York
$1.16M – – –
AAS
239
Avantax Advisory Services
Texas
$1.15M -$109K -2,346 -9%
RA
240
RFG Advisory
Alabama
$1.15M +$3.91K +84 +0.3%
GS
241
GTS Securities
New York
$1.15M +$1.15M +24,601 New
AWM
242
Arista Wealth Management
Nevada
$1.14M +$24.1K +518 +2%
PFBT
243
Parkside Financial Bank & Trust
Missouri
$1.1M -$47.3K -1,017 -4%
RTL
244
Red Tortoise LLC
Georgia
$1.07M -$7.77K -167 -0.7%
CPSAC
245
Chas P. Smith & Associates (CPS)
Florida
$1.04M -$72.1K -1,550 -6%
GCIM
246
Gunn & Company Investment Management
Florida
$1.04M +$1.04M +22,325 New
Betterment LLC
247
Betterment LLC
New York
$1.04M +$274K +5,890 +36%
BWM
248
Baystate Wealth Management
Massachusetts
$1.01M +$1.01M +21,778 New
EIA
249
Eldridge Investment Advisors
New Hampshire
$1M – – –
BAG
250
Briggs Advisory Group
Rhode Island
$987K +$987K +21,193 New
8 9
10
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