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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
276
CRA Financial Services
New Jersey
$739K – – –
CB
277
Cadence Bank
Mississippi
$707K – – –
APP
278
Avantax Planning Partners
Iowa
$707K – – –
PFM
279
Phillips Financial Management
Indiana
$705K +$1.44K +31 +0.2%
ME
280
McIlrath & Eck
Washington
$703K +$579K +12,448 +469%
WFA
281
WestHill Financial Advisors
California
$700K – – –
KA
282
Klingman & Associates
New York
$699K – – –
PP
283
Pegasus Partners
Wisconsin
$695K – – –
WWM
284
Western Wealth Management
Colorado
$688K +$3.35K +72 +0.5%
NRWA
285
North Ridge Wealth Advisors
Oregon
$688K – – –
VFA
286
Valeo Financial Advisors
Indiana
$668K +$71.6K +1,538 +12%
SAM
287
Summit Asset Management
Tennessee
$668K – – –
LFP
288
Lakeshore Financial Planning
Michigan
$654K +$654K +14,055 New
TA
289
TFB Advisors
Kansas
$651K +$35.4K +760 +6%
QCM
290
QRG Capital Management
Illinois
$635K +$635K +13,645 New
CSIC
291
Clifford Swan Investment Counsel
California
$635K – – –
CB
292
Commerce Bank
Missouri
$630K -$2.79K -60 -0.4%
AWS
293
Atria Wealth Solutions
New York
$625K -$2.89K -62 -0.5%
SRWM
294
Shira Ridge Wealth Management
California
$624K -$8.38K -180 -1%
WANY
295
Wealthspire Advisors (New York)
New York
$621K +$410K +8,809 +194%
NGA
296
Naples Global Advisors
Florida
$607K +$2.05K +44 +0.3%
SAM
297
SP Asset Management
California
$596K +$2.05K +44 +0.3%
IFS
298
Intelligent Financial Strategies
Minnesota
$587K -$21.4K -460 -4%
DPI
299
Diversified Portfolios Inc
Michigan
$575K – – –
CFFP
300
Center for Financial Planning
Michigan
$567K – – –
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