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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KCPG
226
Kavar Capital Partners Group
Kansas
$1.77M -$1.76M -30,935 -50%
ACA
227
Aptus Capital Advisors
Alabama
$1.77M -$5.36K -94 -0.3%
FNBTCON
228
First National Bank & Trust Co of Newtown
Pennsylvania
$1.76M +$1.76M +30,857 New
MSWMA
229
Market Street Wealth Management Advisors
Indiana
$1.75M -$111K -1,956 -6%
AWM
230
Aprio Wealth Management
Georgia
$1.75M – – –
VCA
231
Verdence Capital Advisors
Maryland
$1.69M -$6.44K -113 -0.4%
DW
232
Dodds Wealth
Colorado
$1.69M +$454K +7,968 +37%
GFA
233
Grunden Financial Advisory
Texas
$1.69M -$14.8K -259 -0.9%
HI
234
Harbour Investments
Wisconsin
$1.68M +$1.61M +28,205 +2,337%
GVAG
235
Great Valley Advisor Group
Delaware
$1.67M +$352K +6,178 +27%
APP
236
Avantax Planning Partners
Iowa
$1.65M +$782K +13,724 +90%
BFA
237
Beacon Financial Advisory
Ohio
$1.62M -$9.8K -172 -0.6%
EWA
238
EP Wealth Advisors
California
$1.61M -$578K -10,147 -26%
Fidelity Investments
239
Fidelity Investments
Massachusetts
$1.61M -$5.58K -98 -0.3%
FOA
240
Five Oceans Advisors
California
$1.6M -$40.2K -706 -2%
TIAA Trust, National Association
241
TIAA Trust, National Association
North Carolina
$1.6M – – –
GJIA
242
Glass Jacobson Investment Advisors
Maryland
$1.6M -$11.7K -206 -0.7%
CPWM
243
Cypress Point Wealth Management
Texas
$1.59M +$1.59M +27,900 New
US Bancorp
244
US Bancorp
Minnesota
$1.58M -$120K -2,103 -7%
SC
245
Shearwater Capital
Colorado
$1.58M -$34.1K -599 -2%
PCIA
246
Prime Capital Investment Advisors
Kansas
$1.57M -$21.7K -381 -1%
IAN
247
Integrated Advisors Network
Texas
$1.56M +$86.7K +1,522 +6%
WAG
248
Winthrop Advisory Group
Massachusetts
$1.56M +$969 +17 +0.1%
Renaissance Technologies
249
Renaissance Technologies
New York
$1.56M -$137K -2,400 -8%
BFO
250
Biltmore Family Office
North Carolina
$1.55M – – –
8 9
10
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