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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
276
Parkside Financial Bank & Trust
Missouri
$1.26M -$93.8K -1,646 -7%
OFA
277
Onyx Financial Advisors
Idaho
$1.25M -$117K -2,055 -9%
CPSAC
278
Chas P. Smith & Associates (CPS)
Florida
$1.23M – – –
GCIM
279
Gunn & Company Investment Management
Florida
$1.23M – – –
EIA
280
Eldridge Investment Advisors
New Hampshire
$1.23M – – –
LPP
281
Life Planning Partners
Florida
$1.21M +$174K +3,048 +17%
KeyBank National Association
282
KeyBank National Association
Ohio
$1.2M -$3.31K -58 -0.3%
AC
283
Applied Capital
Arkansas
$1.19M +$933 +19 +0.1%
MWC
284
MBM Wealth Consultants
Missouri
$1.19M – – –
JWCA
285
J.W. Cole Advisors
Florida
$1.13M +$89.5K +1,572 +9%
SIC
286
SJS Investment Consulting
Ohio
$1.13M – – –
MFG
287
Merit Financial Group
Georgia
$1.11M +$197K +3,541 +22%
AUB
288
Atlantic Union Bankshares
Virginia
$1.1M -$40.9K -717 -4%
CAM
289
Clark Asset Management
New Hampshire
$1.07M +$114 +2 +0%
MWPCG
290
Measured Wealth Private Client Group
New Hampshire
$1.05M -$10.7K -187 -1%
IWM
291
IHT Wealth Management
Illinois
$1.04M +$57 +1 +0%
W
292
WorthPointe
California
$1.03M -$25.9K -454 -2%
CCWA
293
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M -$14.2K -250 -1%
BWP
294
Balboa Wealth Partners
Arizona
$1M +$1M +17,571 New
FIC
295
Family Investment Center
Missouri
$1,000K -$15.1K -265 -1%
TYCC
296
Texas Yale Capital Corp
Florida
$974K – – –
Thrivent Financial for Lutherans
297
Thrivent Financial for Lutherans
Minnesota
$970K +$970K +17,015 New
BFG
298
Berger Financial Group
Minnesota
$960K +$960K +16,852 New
NAM
299
NorthCrest Asset Manangement
Minnesota
$951K -$970K -17,015 -50%
LNWWM
300
Laird Norton Wetherby Wealth Management
California
$949K – – –
10 11
12
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