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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
301
Independent Advisor Alliance
North Carolina
$465K +$465K +11,179 New
SF
302
SBK Financial
Virginia
$461K – – –
VWA
303
Visionary Wealth Advisors
Illinois
$453K +$453K +10,897 New
FCI
304
Financial Counselors Inc
Kansas
$450K – – –
SWA
305
SFMG Wealth Advisors
Texas
$446K +$208 +5 +0%
PWA
306
PCG Wealth Advisors
Kansas
$445K -$470K -11,285 -51%
GLA
307
Great Lakes Advisors
Illinois
$440K – – –
Lido Advisors
308
Lido Advisors
California
$428K +$428K +10,276 New
OPS
309
Orion Portfolio Solutions
Nebraska
$425K -$5.41K -130 -1%
IF
310
Ironwood Financial
Arizona
$425K – – –
WA
311
Waverly Advisors
Alabama
$424K +$1.91K +46 +0.5%
GWA
312
Geometric Wealth Advisors
District of Columbia
$411K – – –
AWMG
313
Alliance Wealth Management Group
New Jersey
$410K – – –
TCM
314
Towercrest Capital Management
Pennsylvania
$410K – – –
C
315
Certuity
Florida
$407K -$32K -770 -7%
CSI
316
Cross Staff Investments
New York
$398K – – –
CIAS
317
Capital Investment Advisory Services
North Carolina
$397K -$208 -5 -0.1%
BF
318
Brogan Financial
Tennessee
$388K +$388K +9,314 New
FNT
319
First National Trust
Pennsylvania
$385K – – –
HFG
320
Heron Financial Group
New York
$384K – – –
MFG
321
Merit Financial Group
Georgia
$384K -$9.65K -232 -2%
BJL
322
Brighton Jones LLC
Washington
$378K -$573K -13,772 -60%
LWAC
323
Laurel Wealth Advisors (California)
California
$375K -$62.6K -1,504 -14%
AMC
324
Asset Management Corp
Illinois
$372K – – –
HCM
325
Hollencrest Capital Management
California
$370K – – –
11 12
13
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