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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
301
Ascent Group
Virginia
$567K -$47.6K -975 -8%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$559K – – –
SWM
303
Seaside Wealth Management
California
$558K – – –
AFG
304
Altiora Financial Group
Ohio
$554K – – –
EA
305
Efficient Advisors
Ohio
$552K +$193K +4,017 +54%
PC
306
Peavine Capital
Nevada
$546K – – –
AFAS
307
Acorn Financial Advisory Services
Virginia
$523K – – –
FCI
308
Financial Counselors Inc
Kansas
$521K – – –
VWA
309
Visionary Wealth Advisors
Illinois
$518K – – –
SWA
310
SFMG Wealth Advisors
Texas
$511K -$5.25K -109 -1%
GLA
311
Great Lakes Advisors
Illinois
$509K – – –
GCA
312
Gradient Capital Advisors
California
$503K +$32.5K +674 +7%
NSG
313
Nalls Sherbakoff Group
Tennessee
$499K – – –
IF
314
Ironwood Financial
Arizona
$491K – – –
CCM
315
Condor Capital Management
New Jersey
$486K – – –
GWA
316
Geometric Wealth Advisors
District of Columbia
$483K – – –
SM
317
Sensible Money
Arizona
$479K -$42.1K -875 -8%
AWMG
318
Alliance Wealth Management Group
New Jersey
$475K – – –
TCM
319
Towercrest Capital Management
Pennsylvania
$475K – – –
QHA
320
Quarry Hill Advisors
Minnesota
$474K -$242K -5,023 -34%
C
321
Certuity
Florida
$473K +$1.06K +22 +0.2%
NA
322
NewEdge Advisors
Louisiana
$465K +$440K +9,131 +1,720%
CSI
323
Cross Staff Investments
New York
$461K – – –
SVWAG
324
Sound View Wealth Advisors Group
Georgia
$456K – – –
CIAS
325
Capital Investment Advisory Services
North Carolina
$452K -$8.28K -172 -2%
11 12
13
14 15