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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
$981K -$202K -4,331 -17%
MWC
252
MBM Wealth Consultants
Missouri
$976K – – –
Citadel Advisors
253
Citadel Advisors
Florida
$969K +$379K +8,144 +64%
PCIA
254
Prime Capital Investment Advisors
Kansas
$960K – – –
KeyBank National Association
255
KeyBank National Association
Ohio
$952K – – –
FWP
256
FAS Wealth Partners
Kansas
$927K -$229K -4,929 -20%
SIC
257
SJS Investment Consulting
Ohio
$922K – – –
CAM
258
Clark Asset Management
New Hampshire
$877K +$81.8K +1,758 +10%
MWPCG
259
Measured Wealth Private Client Group
New Hampshire
$873K -$4.84K -104 -0.6%
DI
260
DFPG Investments
Utah
$869K -$48.1K -1,025 -5%
W
261
WorthPointe
California
$863K -$58.2K -1,250 -6%
FIC
262
Family Investment Center
Missouri
$860K +$2.56K +55 +0.3%
IWM
263
IHT Wealth Management
Illinois
$848K +$2.19K +47 +0.3%
CCWA
264
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$847K +$2.84K +61 +0.3%
CS
265
Comerica Securities
Michigan
$837K -$4.8K -103 -0.6%
HSG
266
Helen Stephens Group
Texas
$826K -$4.7K -101 -0.6%
PA
267
Parallel Advisors
California
$810K +$2.75K +59 +0.3%
TYCC
268
Texas Yale Capital Corp
Florida
$796K – – –
Baird Financial Group
269
Baird Financial Group
Wisconsin
$788K -$11.3K -242 -1%
LNWWM
270
Laird Norton Wetherby Wealth Management
California
$776K – – –
GWM
271
Geneos Wealth Management
Colorado
$771K – – –
DADC
272
D.A. Davidson & Co
Montana
$764K +$113K +2,429 +17%
PGFC
273
Peapack-Gladstone Financial Corp
New Jersey
$755K – – –
PWMG
274
Prestige Wealth Management Group
New Jersey
$754K -$28.9K -620 -4%
2L
275
25 LLC
Missouri
$747K +$1.02K +22 +0.1%
9 10
11
12 13