DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRWM
251
Shira Ridge Wealth Management
California
$739K +$739K +17,770 New
FIC
252
Family Investment Center
Missouri
$725K +$725K +17,417 New
PA
253
Parallel Advisors
California
$717K -$29.3K -704 -4%
MFS
254
Madrona Financial Services
Washington
$715K – – –
PWMG
255
Prestige Wealth Management Group
New Jersey
$712K -$3.37K -81 -0.5%
TYCC
256
Texas Yale Capital Corp
Florida
$711K -$20.8K -500 -3%
CFS
257
CRA Financial Services
New Jersey
$697K – – –
LNWWM
258
Laird Norton Wetherby Wealth Management
California
$693K – – –
GWM
259
Geneos Wealth Management
Colorado
$690K +$9.07K +218 +1%
PGFC
260
Peapack-Gladstone Financial Corp
New Jersey
$675K +$41.6K +1,000 +7%
TA
261
TFB Advisors
Kansas
$660K +$660K +15,870 New
CB
262
Cadence Bank
Mississippi
$658K – – –
QHA
263
Quarry Hill Advisors
Minnesota
$653K +$653K +15,699 New
Baird Financial Group
264
Baird Financial Group
Wisconsin
$649K +$179K +4,303 +38%
WFA
265
WestHill Financial Advisors
California
$648K +$20.1K +482 +3%
DADC
266
D.A. Davidson & Co
Montana
$638K -$4.62K -111 -0.7%
PFM
267
Phillips Financial Management
Indiana
$634K -$12.2K -293 -2%
APP
268
Avantax Planning Partners
Iowa
$632K – – –
CS
269
Comerica Securities
Michigan
$630K +$630K +15,138 New
KA
270
Klingman & Associates
New York
$625K – – –
PP
271
Pegasus Partners
Wisconsin
$621K – – –
V
272
Veritable
Delaware
$616K – – –
CAP
273
Columbia Advisory Partners
Washington
$615K +$615K +14,775 New
MGIA
274
Moneta Group Investment Advisors
Missouri
$603K -$38.9K -879 -6%
SAM
275
Summit Asset Management
Tennessee
$597K +$58K +1,393 +11%
9 10
11
12 13