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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
PCA
3
Prosperity Capital Advisors
Ohio
$31M
4
TAM
4
TCP Asset Management
Ohio
$11.1M
5
FFM
5
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
326
Sound View Wealth Advisors Group
Georgia
$420K – – –
BF
327
Brogan Financial
Tennessee
$414K – – –
MFG
328
Merit Financial Group
Georgia
$410K – – –
BJL
329
Brighton Jones LLC
Washington
$404K +$267 +6 +0.1%
AMC
330
Asset Management Corp
Illinois
$398K +$1.24K +28 +0.3%
PWA
331
PCG Wealth Advisors
Kansas
$397K -$77.3K -1,740 -16%
HCM
332
Hollencrest Capital Management
California
$395K – – –
CIA
333
Cladis Investment Advisory
Montana
$395K – – –
HFG
334
Heron Financial Group
New York
$394K -$20K -450 -5%
MMA
335
Miracle Mile Advisors
California
$392K – – –
NL
336
NWAM LLC
Washington
$389K +$389K +8,744 New
GCP
337
Gill Capital Partners
Colorado
$384K -$7.07K -159 -2%
KBFS
338
Kohmann Bosshard Financial Services
Ohio
$383K -$7.46K -168 -2%
MG
339
Mather Group
Illinois
$379K – – –
LNWTC
340
Laird Norton Wetherby Trust Company
Washington
$363K +$755 +17 +0.2%
RWM
341
Revisor Wealth Management
Ohio
$361K +$361K +8,115 New
FNT
342
First National Trust
Pennsylvania
$359K -$51.8K -1,165 -13%
RWM
343
Rockwood Wealth Management
Pennsylvania
$359K +$355 +8 +0.1%
FWTB
344
First Western Trust Bank
Colorado
$355K – – –
PWA
345
Physician Wealth Advisors
Utah
$352K -$494 -11 -0.1%
PMG
346
Private Management Group
California
$352K – – –
CFGS
347
Concourse Financial Group Securities
Alabama
$350K – – –
TRCT
348
Tower Research Capital (TRC)
New York
$345K +$235K +5,298 +214%
TA
349
Tiedemann Advisors
New York
$334K – – –
EA
350
Efficient Advisors
Ohio
$331K +$19.9K +448 +6%
12 13
14
15 16