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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$186M
4
CPC
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
Brooklyn FI
New York
$238K
2
FPAS
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
Shilanski & Associates
Alaska
$0
4
RA
RFG Advisory
Alabama
$1.1M
5
RS
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
276
Western Wealth Management
Colorado
$586K -$586K -14,082 -50%
OSAM
277
O'Shaughnessy Asset Management
Connecticut
$585K -$76.5K -1,839 -12%
IFS
278
Intelligent Financial Strategies
Minnesota
$570K – – –
AWS
279
Atria Wealth Solutions
New York
$569K -$12.7K -306 -2%
CSIC
280
Clifford Swan Investment Counsel
California
$567K +$172K +4,142 +44%
AG
281
Ascent Group
Virginia
$539K +$9.78K +235 +2%
DPI
282
Diversified Portfolios Inc
Michigan
$538K +$8.74K +210 +2%
NGA
283
Naples Global Advisors
Florida
$537K +$2.5K +60 +0.5%
TH
284
Team Hewins
California
$533K +$533K +12,820 New
VFA
285
Valeo Financial Advisors
Indiana
$533K – – –
SAM
286
SP Asset Management
California
$527K -$102K -2,442 -16%
PSP
287
Principal Street Partners
Tennessee
$526K +$2.46K +59 +0.5%
SVCP
288
Silicon Valley Capital Partners
California
$524K -$166 -4 -0%
CFFP
289
Center for Financial Planning
Michigan
$507K – – –
BCI
290
Brinker Capital Investments
Pennsylvania
$506K – – –
WP
291
Wealthspan Partners
Iowa
$502K +$502K +12,060 New
Franklin Resources
292
Franklin Resources
California
$495K +$2.29K +55 +0.5%
SVWAG
293
Sound View Wealth Advisors Group
Georgia
$490K +$490K +9,462 New
JSL
294
JT Stratford LLC
Georgia
$483K +$30K +722 +7%
SWM
295
Seaside Wealth Management
California
$482K – – –
AFG
296
Altiora Financial Group
Ohio
$479K +$479K +11,507 New
GCA
297
Gradient Capital Advisors
California
$478K +$95.8K +2,303 +25%
WRPWM
298
Werba Rubin Papier Wealth Management
California
$477K +$477K +11,456 New
PC
299
Peavine Capital
Nevada
$472K – – –
BFPW
300
BOK Financial Private Wealth
Colorado
$471K – – –
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