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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
+$16.6M
2
ZF
Zhang Financial
Michigan
+$11.5M
3
CWG
Crown Wealth Group
North Carolina
+$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$7.27M
5
GWWM
Great Waters Wealth Management
Minnesota
+$6.83M

Top Sellers

1
WIM
Warwick Investment Management
Texas
-$14.2M
2
SIS
Strategic Investment Solutions
Illinois
-$5.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.14M
4
CFO
Colony Family Offices
North Carolina
-$3.72M
5
PL
Plancorp LLC
Missouri
-$3.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
276
Pegasus Partners
Wisconsin
$719K – – –
V
277
Veritable
Delaware
$714K – – –
LB
278
Leo Brokerage
Texas
$712K +$2.36K +49 +0.3%
NRWA
279
North Ridge Wealth Advisors
Oregon
$711K – – –
WWM
280
Western Wealth Management
Colorado
$709K +$193 +4 +0%
SAM
281
Summit Asset Management
Tennessee
$691K – – –
DADC
282
D.A. Davidson & Co
Montana
$673K -$66.1K -1,372 -9%
CSIC
283
Clifford Swan Investment Counsel
California
$657K – – –
CB
284
Commerce Bank
Missouri
$655K -$3.61K -75 -0.5%
SRWM
285
Shira Ridge Wealth Management
California
$654K -$2.36K -49 -0.4%
AWS
286
Atria Wealth Solutions
New York
$650K -$8.43K -175 -1%
TA
287
TFB Advisors
Kansas
$636K +$482 +10 +0.1%
IFS
288
Intelligent Financial Strategies
Minnesota
$629K -$21K -436 -3%
NGA
289
Naples Global Advisors
Florida
$625K +$2.12K +44 +0.3%
TH
290
Team Hewins
California
$617K – – –
VFA
291
Valeo Financial Advisors
Indiana
$617K – – –
SAM
292
SP Asset Management
California
$614K +$2.07K +43 +0.3%
PSP
293
Principal Street Partners
Tennessee
$613K +$2.07K +43 +0.3%
Citadel Advisors
294
Citadel Advisors
Florida
$611K -$1.11M -23,090 -65%
SVCP
295
Silicon Valley Capital Partners
California
$610K +$2.07K +43 +0.3%
DPI
296
Diversified Portfolios Inc
Michigan
$595K -$8.91K -185 -1%
CFFP
297
Center for Financial Planning
Michigan
$587K – – –
JSL
298
JT Stratford LLC
Georgia
$583K +$12.8K +265 +2%
WP
299
Wealthspan Partners
Iowa
$581K – – –
Franklin Resources
300
Franklin Resources
California
$577K +$1.98K +41 +0.3%
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