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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
PCA
3
Prosperity Capital Advisors
Ohio
$31M
4
TAM
4
TCP Asset Management
Ohio
$11.1M
5
FFM
5
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
301
Franklin Resources
California
$530K +$1.6K +36 +0.3%
JSL
302
JT Stratford LLC
Georgia
$526K +$10.6K +239 +2%
PFO
303
Pathstone Family Office
New Jersey
$524K -$522K -11,750 -50%
OSAM
304
O'Shaughnessy Asset Management
Connecticut
$516K -$109K -2,448 -17%
SWM
305
Seaside Wealth Management
California
$515K – – –
AFG
306
Altiora Financial Group
Ohio
$511K – – –
PC
307
Peavine Capital
Nevada
$504K – – –
BFPW
308
BOK Financial Private Wealth
Colorado
$500K -$3.02K -68 -0.6%
NSG
309
Nalls Sherbakoff Group
Tennessee
$484K +$484K +11,042 New
AFAS
310
Acorn Financial Advisory Services
Virginia
$482K -$321K -7,216 -40%
FCI
311
Financial Counselors Inc
Kansas
$481K – – –
SM
312
Sensible Money
Arizona
$480K +$230K +5,167 +92%
VWA
313
Visionary Wealth Advisors
Illinois
$478K -$6K -135 -1%
SWA
314
SFMG Wealth Advisors
Texas
$476K +$178 +4 +0%
GLA
315
Great Lakes Advisors
Illinois
$470K – – –
WA
316
Waverly Advisors
Alabama
$454K +$1.42K +32 +0.3%
IF
317
Ironwood Financial
Arizona
$453K – – –
CCM
318
Condor Capital Management
New Jersey
$448K +$448K +10,093 New
GWA
319
Geometric Wealth Advisors
District of Columbia
$441K – – –
AWMG
320
Alliance Wealth Management Group
New Jersey
$438K – – –
TCM
321
Towercrest Capital Management
Pennsylvania
$438K – – –
C
322
Certuity
Florida
$435K +$844 +19 +0.2%
GCA
323
Gradient Capital Advisors
California
$435K -$76.4K -1,719 -15%
CSI
324
Cross Staff Investments
New York
$425K – – –
CIAS
325
Capital Investment Advisory Services
North Carolina
$424K – – –
11 12
13
14 15