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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNWTC
301
Laird Norton Wetherby Trust Company
Washington
$315K +$108K +2,800 +52%
CB
302
Commerce Bank
Missouri
$314K +$314K +8,086 New
PMG
303
Private Management Group
California
$312K +$23.6K +608 +8%
FWTB
304
First Western Trust Bank
Colorado
$310K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$306K -$20K -515 -6%
TA
306
Tiedemann Advisors
New York
$292K – – –
GD
307
Grandfield & Dodd
New York
$290K – – –
BAWC
308
Boyce & Associates Wealth Consulting
Texas
$290K +$1.13K +29 +0.4%
WWM
309
Westwood Wealth Management
California
$288K – – –
FRA
310
Frank Rimerman Advisors
California
$279K – – –
PPP
311
Private Portfolio Partners
New Jersey
$279K -$1.94K -50 -0.7%
EBA
312
Eagle Bay Advisors
New York
$277K -$9.69K -250 -3%
RJT
313
Raymond James Trust
Florida
$271K +$80.1K +2,060 +42%
CA
314
CGN Advisors
Kansas
$266K -$426 -11 -0.2%
EWM
315
Evercore Wealth Management
New York
$264K – – –
VCM
316
Versant Capital Management
Arizona
$264K +$620 +16 +0.2%
TRCT
317
Tower Research Capital (TRC)
New York
$263K +$263K +6,767 New
WT
318
Whittier Trust
California
$258K – – –
WANY
319
Wealthspire Advisors (New York)
New York
$255K – – –
GWM
320
GSB Wealth Management
Connecticut
$253K – – –
TPWA
321
TRUE Private Wealth Advisors
Oregon
$253K – – –
GI
322
Gradient Investments
Minnesota
$251K – – –
SHJ
323
Sharkey, Howes & Javer
Colorado
$245K +$972 +25 +0.4%
FMWA
324
Forvis Mazars Wealth Advisors
Missouri
$244K – – –
SWP
325
Strategic Wealth Partners
Ohio
$244K +$244K +6,275 New
11 12
13
14 15