DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.76B
2
EWA
EP Wealth Advisors
California
$45.4M
3
PCA
Prosperity Capital Advisors
Ohio
$31M
4
TAM
TCP Asset Management
Ohio
$11.1M
5
FFM
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$13.4M
2
MAM
McLean Asset Management
Virginia
$31.4M
3
TFA
Triad Financial Advisors
North Carolina
$2.32M
4
PL
Plancorp LLC
Missouri
$249M
5
Truist Financial
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QHA
276
Quarry Hill Advisors
Minnesota
$660K -$37.4K -842 -5%
V
277
Veritable
Delaware
$658K – – –
CAP
278
Columbia Advisory Partners
Washington
$656K – – –
NRWA
279
North Ridge Wealth Advisors
Oregon
$656K +$656K +14,770 New
LB
280
Leo Brokerage
Texas
$654K +$654K +14,728 New
WWM
281
Western Wealth Management
Colorado
$654K +$27.6K +621 +4%
SS
282
Simplicity Solutions
Minnesota
$646K +$646K +14,529 New
SAM
283
Summit Asset Management
Tennessee
$637K – – –
CB
284
Commerce Bank
Missouri
$607K -$444K -10,001 -42%
AWS
285
Atria Wealth Solutions
New York
$607K – – –
CSIC
286
Clifford Swan Investment Counsel
California
$606K – – –
SRWM
287
Shira Ridge Wealth Management
California
$606K -$184K -4,138 -23%
IFS
288
Intelligent Financial Strategies
Minnesota
$600K -$8K -180 -1%
TA
289
TFB Advisors
Kansas
$587K -$118K -2,665 -17%
NGA
290
Naples Global Advisors
Florida
$575K +$1.78K +40 +0.3%
TH
291
Team Hewins
California
$570K – – –
VFA
292
Valeo Financial Advisors
Indiana
$569K – – –
IAA
293
Independent Advisor Alliance
North Carolina
$567K +$70.8K +1,593 +14%
SAM
294
SP Asset Management
California
$565K +$1.73K +39 +0.3%
PSP
295
Principal Street Partners
Tennessee
$564K +$1.73K +39 +0.3%
SVCP
296
Silicon Valley Capital Partners
California
$561K +$1.73K +39 +0.3%
AG
297
Ascent Group
Virginia
$560K -$16K -359 -3%
DPI
298
Diversified Portfolios Inc
Michigan
$557K -$17.7K -399 -3%
CFFP
299
Center for Financial Planning
Michigan
$541K – – –
WP
300
Wealthspan Partners
Iowa
$536K – – –
10 11
12
13 14