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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
$92.5M
2
BSW
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
Plancorp LLC
Missouri
$272M
4
MA
Mutual Advisors
Nebraska
$8.52M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
251
Falcon Wealth Planning
California
$1.36M – – –
MWM
252
Merriman Wealth Management
Washington
$1.36M -$1.61K -31 -0.1%
IAN
253
Integrated Advisors Network
Texas
$1.34M -$172K -3,326 -11%
USCWA
254
U.S. Capital Wealth Advisors
Texas
$1.34M – – –
MW
255
Marcum Wealth
Ohio
$1.33M +$6.01K +116 +0.5%
Bank of New York Mellon
256
Bank of New York Mellon
New York
$1.33M -$933 -18 -0.1%
AWP
257
Abacus Wealth Partners
California
$1.31M -$13.3K -257 -1%
FFA
258
Farther Finance Advisors
California
$1.3M +$1.13M +21,860 +669%
WAM
259
WNY Asset Management
New York
$1.29M – – –
RA
260
RFG Advisory
Alabama
$1.28M +$5.75K +111 +0.5%
AWM
261
Arista Wealth Management
Nevada
$1.27M +$155 +3 +0%
OFA
262
Onyx Financial Advisors
Idaho
$1.25M -$63.1K -1,217 -5%
PFBT
263
Parkside Financial Bank & Trust
Missouri
$1.23M +$4.98K +96 +0.4%
GVAG
264
Great Valley Advisor Group
Delaware
$1.2M +$1.2M +23,212 New
RTL
265
Red Tortoise LLC
Georgia
$1.19M +$1.71K +33 +0.1%
AC
266
Applied Capital
Arkansas
$1.19M +$1.96K +40 +0.2%
BWM
267
Baystate Wealth Management
Massachusetts
$1.13M +$5.18K +100 +0.5%
DW
268
Dodds Wealth
Colorado
$1.12M +$1.12M +21,668 New
GCIM
269
Gunn & Company Investment Management
Florida
$1.12M -$37.1K -715 -3%
CPSAC
270
Chas P. Smith & Associates (CPS)
Florida
$1.12M -$37.1K -715 -3%
EIA
271
Eldridge Investment Advisors
New Hampshire
$1.12M – – –
MWC
272
MBM Wealth Consultants
Missouri
$1.11M – – –
SAM
273
Smartleaf Asset Management
Massachusetts
$1.1M +$1.1M +21,093 New
KeyBank National Association
274
KeyBank National Association
Ohio
$1.09M +$34.1K +658 +3%
FWP
275
FAS Wealth Partners
Kansas
$1.09M +$56.8K +1,096 +6%
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