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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
326
Brogan Financial
Tennessee
$449K – – –
MFG
327
Merit Financial Group
Georgia
$444K – – –
BJL
328
Brighton Jones LLC
Washington
$439K +$337 +7 +0.1%
CAP
329
Columbia Advisory Partners
Washington
$434K -$277K -5,761 -39%
HCM
330
Hollencrest Capital Management
California
$428K – – –
CIA
331
Cladis Investment Advisory
Montana
$428K – – –
Wells Fargo
332
Wells Fargo
California
$426K +$260K +5,395 +156%
MMA
333
Miracle Mile Advisors
California
$425K – – –
HFG
334
Heron Financial Group
New York
$424K -$2.41K -50 -0.6%
GCP
335
Gill Capital Partners
Colorado
$411K -$4.72K -98 -1%
MG
336
Mather Group
Illinois
$411K – – –
BAWC
337
Boyce & Associates Wealth Consulting
Texas
$410K +$60.4K +1,254 +17%
ICM
338
Intrepid Capital Management
Florida
$404K +$404K +8,385 New
KBFS
339
Kohmann Bosshard Financial Services
Ohio
$399K -$16.2K -336 -4%
LNWTC
340
Laird Norton Wetherby Trust Company
Washington
$395K +$867 +18 +0.2%
RWM
341
Revisor Wealth Management
Ohio
$391K – – –
RWM
342
Rockwood Wealth Management
Pennsylvania
$389K +$433 +9 +0.1%
PWA
343
PCG Wealth Advisors
Kansas
$387K -$44K -913 -10%
FWTB
344
First Western Trust Bank
Colorado
$385K – – –
PMG
345
Private Management Group
California
$381K – – –
CFGS
346
Concourse Financial Group Securities
Alabama
$379K – – –
AIA
347
Allied Investment Advisors
Montana
$373K +$373K +7,752 New
FNT
348
First National Trust
Pennsylvania
$373K -$16.3K -339 -4%
PWA
349
Physician Wealth Advisors
Utah
$368K -$10.2K -211 -3%
WWM
350
Westwood Wealth Management
California
$357K – – –
12 13
14
15 16