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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAG
251
Silver Oak Advisory Group
Oregon
$1.55M – – –
AFGAS
252
Allegiance Financial Group Advisory Services
Virginia
$1.54M -$6.95K -122 -0.4%
TI
253
Truepoint Inc
Ohio
$1.52M – – –
NHC
254
Nicholas Hoffman & Company
Georgia
$1.51M +$57 +1 +0%
AWM
255
AE Wealth Management
Kansas
$1.5M -$30.2M -529,306 -95%
FWP
256
Falcon Wealth Planning
California
$1.49M – – –
MW
257
Marcum Wealth
Ohio
$1.47M +$3.02K +53 +0.2%
Bank of New York Mellon
258
Bank of New York Mellon
New York
$1.46M -$114 -2 -0%
USCWA
259
U.S. Capital Wealth Advisors
Texas
$1.46M -$12K -210 -0.8%
AWP
260
Abacus Wealth Partners
California
$1.44M -$5.13K -90 -0.4%
ES
261
Eagle Strategies
New York
$1.44M +$1.44M +25,240 New
FWP
262
FAS Wealth Partners
Kansas
$1.44M +$239K +4,187 +20%
FFA
263
Farther Finance Advisors
California
$1.43M – – –
WAM
264
WNY Asset Management
New York
$1.42M – – –
RA
265
RFG Advisory
Alabama
$1.41M +$2.96K +52 +0.2%
ASI
266
Advisory Services & Investments
Oregon
$1.41M -$115K -2,023 -8%
MWM
267
Merriman Wealth Management
Washington
$1.41M -$83.2K -1,461 -6%
KSWA
268
Kathleen S. Wright Associates
Pennsylvania
$1.4M +$814K +14,277 +139%
DWM
269
Drive Wealth Management
Utah
$1.4M -$498K -8,739 -26%
QCM
270
Quantinno Capital Management
New York
$1.38M +$1.38M +24,242 New
PA
271
Parallel Advisors
California
$1.38M +$405K +7,106 +42%
Susquehanna International Group
272
Susquehanna International Group
Pennsylvania
$1.35M +$270K +4,737 +25%
MGIA
273
Moneta Group Investment Advisors
Missouri
$1.32M -$611K -10,726 -32%
RTL
274
Red Tortoise LLC
Georgia
$1.31M – – –
SAM
275
Smartleaf Asset Management
Massachusetts
$1.28M +$77.1K +1,353 +6%
9 10
11
12 13