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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.76B
2
EWA
EP Wealth Advisors
California
$45.4M
3
PCA
Prosperity Capital Advisors
Ohio
$31M
4
TAM
TCP Asset Management
Ohio
$11.1M
5
FFM
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$13.4M
2
MAM
McLean Asset Management
Virginia
$31.4M
3
TFA
Triad Financial Advisors
North Carolina
$2.32M
4
PL
Plancorp LLC
Missouri
$249M
5
Truist Financial
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
251
WorthPointe
California
$879K – – –
TF
252
TIAA FSB
Florida
$854K -$27K -608 -3%
MWPCG
253
Measured Wealth Private Client Group
New Hampshire
$838K – – –
CS
254
Comerica Securities
Michigan
$810K +$137K +3,093 +20%
FIC
255
Family Investment Center
Missouri
$807K +$33.5K +754 +4%
IWM
256
IHT Wealth Management
Illinois
$805K +$2.36K +53 +0.3%
CCWA
257
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$803K -$6.49K -146 -0.8%
PA
258
Parallel Advisors
California
$768K +$2.36K +53 +0.3%
MFS
259
Madrona Financial Services
Washington
$763K – – –
TYCC
260
Texas Yale Capital Corp
Florida
$760K – – –
Baird Financial Group
261
Baird Financial Group
Wisconsin
$749K +$56.6K +1,273 +8%
PWMG
262
Prestige Wealth Management Group
New Jersey
$747K -$13.3K -300 -2%
LNWWM
263
Laird Norton Wetherby Wealth Management
California
$740K – – –
GWM
264
Geneos Wealth Management
Colorado
$736K – – –
AC
265
Avestar Capital
New York
$723K -$112K -2,530 -13%
PGFC
266
Peapack-Gladstone Financial Corp
New Jersey
$720K – – –
2L
267
25 LLC
Missouri
$715K +$715K +16,017 New
CFS
268
CRA Financial Services
New Jersey
$705K -$39K -878 -5%
DADC
269
D.A. Davidson & Co
Montana
$682K +$800 +18 +0.1%
PFM
270
Phillips Financial Management
Indiana
$678K +$1.29K +29 +0.2%
CB
271
Cadence Bank
Mississippi
$675K -$27.3K -615 -4%
APP
272
Avantax Planning Partners
Iowa
$675K – – –
WFA
273
WestHill Financial Advisors
California
$670K -$21.4K -482 -3%
KA
274
Klingman & Associates
New York
$667K – – –
PP
275
Pegasus Partners
Wisconsin
$664K – – –
9 10
11
12 13