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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
301
D.A. Davidson & Co
Montana
$935K – – –
PGFC
302
Peapack-Gladstone Financial Corp
New Jersey
$924K – – –
HSG
303
Helen Stephens Group
Texas
$916K -$24.7K -433 -3%
PWMG
304
Prestige Wealth Management Group
New Jersey
$913K -$9.12K -160 -1%
CFS
305
CRA Financial Services
New Jersey
$904K – – –
FPCG
306
Forum Private Client Group
Indiana
$902K +$6.21K +109 +0.7%
PMG
307
Private Management Group
California
$901K – – –
DAS
308
Diversify Advisory Services
Utah
$899K +$899K +15,805 New
2L
309
25 LLC
Missouri
$893K +$798 +14 +0.1%
LFP
310
Lakeshore Financial Planning
Michigan
$879K +$77.8K +1,365 +10%
Lido Advisors
311
Lido Advisors
California
$876K +$876K +15,368 New
NA
312
NewEdge Advisors
Louisiana
$857K +$224K +3,928 +35%
GWM
313
Geneos Wealth Management
Colorado
$857K -$70.3K -1,233 -8%
KA
314
Klingman & Associates
New York
$855K – – –
JSL
315
JT Stratford LLC
Georgia
$854K +$308K +5,408 +56%
PP
316
Pegasus Partners
Wisconsin
$851K – – –
LWL
317
Leo Wealth LLC
Texas
$850K +$1.77K +31 +0.2%
WFA
318
WestHill Financial Advisors
California
$848K -$8.55K -150 -1%
CB
319
Cadence Bank
Mississippi
$842K -$23.8K -418 -3%
SRWM
320
Shira Ridge Wealth Management
California
$840K -$10.3K -180 -1%
PFM
321
Phillips Financial Management
Indiana
$834K +$1.03K +18 +0.1%
NRWA
322
North Ridge Wealth Advisors
Oregon
$833K – – –
MSF
323
Mustard Seed Financial
Arkansas
$832K -$33.3K -585 -4%
WWM
324
Western Wealth Management
Colorado
$830K +$114 +2 +0%
OSAM
325
O'Shaughnessy Asset Management
Connecticut
$819K +$79.7K +1,398 +11%
11 12
13
14 15