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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
$92.5M
2
BSW
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
Plancorp LLC
Missouri
$272M
4
MA
Mutual Advisors
Nebraska
$8.52M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
276
Atlantic Union Bankshares
Virginia
$1.04M +$1.04M +20,073 New
SIC
277
SJS Investment Consulting
Ohio
$1.03M – – –
Empower Advisory Group
278
Empower Advisory Group
Colorado
$993K -$325K -6,269 -25%
Susquehanna International Group
279
Susquehanna International Group
Pennsylvania
$981K -$111K -2,146 -10%
CAM
280
Clark Asset Management
New Hampshire
$977K +$415 +8 +0%
MWPCG
281
Measured Wealth Private Client Group
New Hampshire
$969K -$3.68K -71 -0.4%
W
282
WorthPointe
California
$961K – – –
IWM
283
IHT Wealth Management
Illinois
$947K +$3.21K +62 +0.3%
CCWA
284
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$947K +$4.15K +80 +0.4%
JWCA
285
J.W. Cole Advisors
Florida
$947K +$947K +18,271 New
LPP
286
Life Planning Partners
Florida
$943K +$943K +18,190 New
FIC
287
Family Investment Center
Missouri
$923K -$34.5K -665 -4%
TYCC
288
Texas Yale Capital Corp
Florida
$886K – – –
PA
289
Parallel Advisors
California
$885K -$16.7K -322 -2%
LNWWM
290
Laird Norton Wetherby Wealth Management
California
$863K – – –
DI
291
DFPG Investments
Utah
$862K -$81K -1,589 -9%
HSG
292
Helen Stephens Group
Texas
$856K -$63.4K -1,224 -7%
DADC
293
D.A. Davidson & Co
Montana
$850K – – –
MFG
294
Merit Financial Group
Georgia
$850K +$394K +7,598 +86%
GWM
295
Geneos Wealth Management
Colorado
$843K -$15.5K -300 -2%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$841K – – –
PWMG
297
Prestige Wealth Management Group
New Jersey
$839K – – –
CFS
298
CRA Financial Services
New Jersey
$822K – – –
PMG
299
Private Management Group
California
$820K +$427K +8,247 +109%
FPCG
300
Forum Private Client Group
Indiana
$815K +$815K +15,727 New
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