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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
Savant Capital
Illinois
$65.1M
4
MAC
Mason & Associates (California)
California
$18.3M
5
WIM
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
EP Wealth Advisors
California
$1.57M
2
RJA
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$201M
4
AC
Avestar Capital
New York
$13.4M
5
HWM
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
301
Wealthspan Partners
Iowa
$561K – – –
Franklin Resources
302
Franklin Resources
California
$560K +$1.91K +41 +0.3%
OSAM
303
O'Shaughnessy Asset Management
Connecticut
$555K +$14.8K +317 +3%
FGAM
304
Financial Gravity Asset Management
Texas
$540K +$511K +2,538 +1,800%
SWM
305
Seaside Wealth Management
California
$539K – – –
PNC Financial Services Group
306
PNC Financial Services Group
Pennsylvania
$538K +$481K +10,332 +845%
AFG
307
Altiora Financial Group
Ohio
$532K -$3.35K -72 -0.6%
PC
308
Peavine Capital
Nevada
$528K – – –
Renaissance Technologies
309
Renaissance Technologies
New York
$521K +$521K +11,200 New
EA
310
Efficient Advisors
Ohio
$517K -$16.3K -351 -3%
NSG
311
Nalls Sherbakoff Group
Tennessee
$517K +$2.7K +58 +0.5%
NA
312
NewEdge Advisors
Louisiana
$515K +$64.9K +1,394 +14%
AFAS
313
Acorn Financial Advisory Services
Virginia
$505K – – –
FCI
314
Financial Counselors Inc
Kansas
$504K – – –
MFS
315
Madrona Financial Services
Washington
$503K -$296K -6,365 -37%
SWA
316
SFMG Wealth Advisors
Texas
$494K +$186 +4 +0%
GLA
317
Great Lakes Advisors
Illinois
$492K – – –
MCM
318
MAI Capital Management
Ohio
$491K +$491K +10,557 New
AG
319
Ascent Group
Virginia
$486K -$60K -1,277 -11%
VWA
320
Visionary Wealth Advisors
Illinois
$484K -$17.5K -375 -3%
IF
321
Ironwood Financial
Arizona
$474K -$698 -15 -0.1%
CCM
322
Condor Capital Management
New Jersey
$470K – – –
CWM
323
Curi Wealth Management
North Carolina
$469K -$501K -10,754 -52%
SM
324
Sensible Money
Arizona
$463K – – –
GWA
325
Geometric Wealth Advisors
District of Columbia
$460K – – –
11 12
13
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