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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
+$76M
2
BSW
Buckingham Strategic Wealth
Missouri
+$31.1M
3
MAC
Mason & Associates (California)
California
+$29.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.4M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$113M
2
PCA
Prosperity Capital Advisors
Ohio
-$19.4M
3
PL
Plancorp LLC
Missouri
-$11.3M
4
MA
Mutual Advisors
Nebraska
-$9.23M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
226
Market Street Wealth Management Advisors
Indiana
$1.69M -$486K -9,382 -22%
SFC
227
Strategic Financial Concepts
Texas
$1.68M -$26.4K -510 -2%
LWM
228
Lodestone Wealth Management
Washington
$1.67M +$95.3K +1,838 +6%
ACA
229
Aptus Capital Advisors
Alabama
$1.61M – – –
AWM
230
Aprio Wealth Management
Georgia
$1.59M – – –
GFA
231
Grunden Financial Advisory
Texas
$1.55M +$1.55M +29,893 New
US Bancorp
232
US Bancorp
Minnesota
$1.55M -$5.96K -115 -0.4%
VCA
233
Verdence Capital Advisors
Maryland
$1.54M -$2.59K -50 -0.2%
Renaissance Technologies
234
Renaissance Technologies
New York
$1.54M +$959K +18,500 +165%
AAS
235
Avantax Advisory Services
Texas
$1.54M +$252K +4,855 +20%
RCG
236
Resource Consulting Group
Florida
$1.52M – – –
FOA
237
Five Oceans Advisors
California
$1.5M -$29.7K -573 -2%
BFA
238
Beacon Financial Advisory
Ohio
$1.48M -$4.46K -86 -0.3%
SC
239
Shearwater Capital
Colorado
$1.47M -$16.8K -325 -1%
Fidelity Investments
240
Fidelity Investments
Massachusetts
$1.47M -$73.7K -1,422 -5%
GJIA
241
Glass Jacobson Investment Advisors
Maryland
$1.47M +$17.8K +344 +1%
TIAA Trust, National Association
242
TIAA Trust, National Association
North Carolina
$1.46M – – –
PCIA
243
Prime Capital Investment Advisors
Kansas
$1.45M +$378K +7,284 +35%
WAG
244
Winthrop Advisory Group
Massachusetts
$1.42M +$1.76K +34 +0.1%
BFO
245
Biltmore Family Office
North Carolina
$1.41M -$11.1K -215 -0.8%
SOAG
246
Silver Oak Advisory Group
Oregon
$1.41M -$25.9K -500 -2%
AFGAS
247
Allegiance Financial Group Advisory Services
Virginia
$1.41M +$17.1K +329 +1%
ASI
248
Advisory Services & Investments
Oregon
$1.39M -$161K -3,105 -10%
TI
249
Truepoint Inc
Ohio
$1.38M -$30.4K -586 -2%
NHC
250
Nicholas Hoffman & Company
Georgia
$1.37M +$155 +3 +0%
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