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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
251
WorthPointe
California
$953K – – –
FPCG
252
Forum Private Client Group
Indiana
$930K -$29.5K -612 -3%
MWPCG
253
Measured Wealth Private Client Group
New Hampshire
$908K – – –
FIC
254
Family Investment Center
Missouri
$887K +$11.9K +247 +1%
IWM
255
IHT Wealth Management
Illinois
$875K +$2.26K +47 +0.3%
CCWA
256
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$873K +$2.84K +59 +0.3%
CS
257
Comerica Securities
Michigan
$871K -$6.65K -138 -0.8%
HSG
258
Helen Stephens Group
Texas
$859K -$2.05M -42,557 -70%
PA
259
Parallel Advisors
California
$835K +$2.84K +59 +0.3%
MFS
260
Madrona Financial Services
Washington
$827K – – –
Baird Financial Group
261
Baird Financial Group
Wisconsin
$827K +$14.7K +305 +2%
TYCC
262
Texas Yale Capital Corp
Florida
$823K – – –
CAM
263
Clark Asset Management
New Hampshire
$823K +$823K +17,092 New
PWMG
264
Prestige Wealth Management Group
New Jersey
$810K – – –
LNWWM
265
Laird Norton Wetherby Wealth Management
California
$802K – – –
GWM
266
Geneos Wealth Management
Colorado
$798K – – –
Betterment LLC
267
Betterment LLC
New York
$789K -$209K -4,350 -21%
2L
268
25 LLC
Missouri
$784K +$685 +14 +0.1%
PGFC
269
Peapack-Gladstone Financial Corp
New Jersey
$781K – – –
CFS
270
CRA Financial Services
New Jersey
$764K – – –
CB
271
Cadence Bank
Mississippi
$732K – – –
APP
272
Avantax Planning Partners
Iowa
$731K – – –
PFM
273
Phillips Financial Management
Indiana
$728K -$7.18K -149 -1%
WFA
274
WestHill Financial Advisors
California
$724K -$2.17K -45 -0.3%
KA
275
Klingman & Associates
New York
$723K – – –
9 10
11
12 13