DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
Shilanski & Associates
Alaska
$7.98M
3
CL
CPWM LLC
Washington
$14.6M
4
IFA
Index Fund Advisors
California
$235M
5
MRWM
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
Kestra Advisory Services
Texas
$21.3M
4
SFA
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
276
Ironwood Financial
Arizona
$396K – – –
WA
277
Waverly Advisors
Alabama
$393K +$393K +10,132 New
GWA
278
Geometric Wealth Advisors
District of Columbia
$384K – – –
CIA
279
Cladis Investment Advisory
Montana
$384K – – –
AWMG
280
Alliance Wealth Management Group
New Jersey
$383K – – –
TCM
281
Towercrest Capital Management
Pennsylvania
$383K – – –
CSI
282
Cross Staff Investments
New York
$372K – – –
CIAS
283
Capital Investment Advisory Services
North Carolina
$371K -$23.1K -594 -6%
CSIC
284
Clifford Swan Investment Counsel
California
$369K – – –
MFG
285
Merit Financial Group
Georgia
$367K -$16.5K -425 -4%
HFG
286
Heron Financial Group
New York
$361K – – –
FNT
287
First National Trust
Pennsylvania
$359K – – –
GCA
288
Gradient Capital Advisors
California
$357K +$357K +9,196 New
GCP
289
Gill Capital Partners
Colorado
$350K -$26.8K -690 -7%
KBFS
290
Kohmann Bosshard Financial Services
Ohio
$348K -$3.65K -94 -1%
AMC
291
Asset Management Corp
Illinois
$347K – – –
S
292
Surevest
California
$346K – – –
HCM
293
Hollencrest Capital Management
California
$345K – – –
MMA
294
Miracle Mile Advisors
California
$343K – – –
BFA
295
Beacon Financial Advisory
Ohio
$343K +$1.36K +35 +0.4%
DFC
296
DBK Financial Counsel
Ohio
$338K +$31.9K +820 +10%
MG
297
Mather Group
Illinois
$331K – – –
SPC
298
Sigma Planning Corp
Michigan
$327K +$39 +1 +0%
CI
299
CX Institutional
Indiana
$324K +$324K +8,349 New
OIA
300
OneDigital Investment Advisors
Kansas
$315K +$622 +16 +0.2%
10 11
12
13 14