DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
$92.5M
2
BSW
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
Plancorp LLC
Missouri
$272M
4
MA
Mutual Advisors
Nebraska
$8.52M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
2L
301
25 LLC
Missouri
$812K -$20.3K -391 -2%
CB
302
Cadence Bank
Mississippi
$788K – – –
MSF
303
Mustard Seed Financial
Arkansas
$787K +$787K +15,190 New
APP
304
Avantax Planning Partners
Iowa
$787K – – –
SIMC
305
Squire Investment Management Company
Utah
$786K +$786K +15,162 New
WFA
306
WestHill Financial Advisors
California
$779K – – –
KA
307
Klingman & Associates
New York
$778K – – –
PP
308
Pegasus Partners
Wisconsin
$774K – – –
SRWM
309
Shira Ridge Wealth Management
California
$773K +$78.6K +1,516 +11%
LWL
310
Leo Wealth LLC
Texas
$772K +$772K +14,895 New
VFA
311
Valeo Financial Advisors
Indiana
$761K +$16.5K +319 +2%
PFM
312
Phillips Financial Management
Indiana
$758K -$27.2K -525 -3%
NRWA
313
North Ridge Wealth Advisors
Oregon
$758K -$7.67K -148 -1%
WWM
314
Western Wealth Management
Colorado
$755K -$11.8K -227 -2%
SAM
315
Summit Asset Management
Tennessee
$744K – – –
CB
316
Commerce Bank
Missouri
$729K +$27.2K +524 +4%
LFP
317
Lakeshore Financial Planning
Michigan
$728K – – –
CSIC
318
Clifford Swan Investment Counsel
California
$707K – – –
WANY
319
Wealthspire Advisors (New York)
New York
$692K – – –
QCM
320
QRG Capital Management
Illinois
$685K -$22.1K -426 -3%
NGA
321
Naples Global Advisors
Florida
$678K +$3.06K +59 +0.5%
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$672K +$54.3K +1,048 +9%
TCM
323
Towneley Capital Management
California
$669K +$669K +12,917 New
SAM
324
SP Asset Management
California
$666K +$3.01K +58 +0.5%
PSP
325
Principal Street Partners
Tennessee
$665K -$659K -12,718 -50%
11 12
13
14 15