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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$186M
4
CPC
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
Brooklyn FI
New York
$238K
2
FPAS
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
Shilanski & Associates
Alaska
$0
4
RA
RFG Advisory
Alabama
$1.1M
5
RS
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
326
Cladis Investment Advisory
Montana
$370K -$41.6K -1,000 -10%
MMA
327
Miracle Mile Advisors
California
$368K – – –
GCP
328
Gill Capital Partners
Colorado
$366K -$9.45K -227 -3%
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$366K -$7.03K -169 -2%
MG
330
Mather Group
Illinois
$355K – – –
BCM
331
Brookstone Capital Management
Illinois
$351K -$101K -2,400 -22%
SPC
332
Sigma Planning Corp
Michigan
$348K -$2.41K -58 -0.7%
PWA
333
Physician Wealth Advisors
Utah
$342K +$342K +7,849 New
LNWTC
334
Laird Norton Wetherby Trust Company
Washington
$340K +$1.04K +25 +0.3%
RWM
335
Rockwood Wealth Management
Pennsylvania
$336K -$384K -9,235 -53%
FWTB
336
First Western Trust Bank
Colorado
$333K – – –
PMG
337
Private Management Group
California
$329K -$4.91K -118 -1%
CFGS
338
Concourse Financial Group Securities
Alabama
$328K – – –
TA
339
Tiedemann Advisors
New York
$313K – – –
WWM
340
Westwood Wealth Management
California
$309K – – –
GD
341
Grandfield & Dodd
New York
$309K – – –
BAWC
342
Boyce & Associates Wealth Consulting
Texas
$301K -$9.07K -218 -3%
FRA
343
Frank Rimerman Advisors
California
$299K – – –
EBA
344
Eagle Bay Advisors
New York
$297K – – –
PPP
345
Private Portfolio Partners
New Jersey
$294K -$5.2K -125 -2%
EA
346
Efficient Advisors
Ohio
$291K -$179K -4,299 -38%
RJT
347
Raymond James Trust
Florida
$290K – – –
BSSFA
348
Baron Silver Stevens Financial Advisors
Florida
$278K +$278K +6,684 New
WT
349
Whittier Trust
California
$277K – – –
WANY
350
Wealthspire Advisors (New York)
New York
$274K – – –
12 13
14
15 16