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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$118M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$66.8M
3
SC
Savant Capital
Illinois
+$59.7M
4
MAC
Mason & Associates (California)
California
+$18M
5
WIM
Warwick Investment Management
Texas
+$14.8M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$83.3M
2
RJA
Raymond James & Associates
Florida
-$3.97M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.77M
4
AC
Avestar Capital
New York
-$3.39M
5
HWM
Hemington Wealth Management
Virginia
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
326
Towercrest Capital Management
Pennsylvania
$459K – – –
C
327
Certuity
Florida
$458K +$1.02K +22 +0.2%
JSL
328
JT Stratford LLC
Georgia
$456K -$108K -2,312 -19%
MMA
329
Miracle Mile Advisors
California
$447K +$35.6K +764 +9%
CSI
330
Cross Staff Investments
New York
$446K – – –
SVWAG
331
Sound View Wealth Advisors Group
Georgia
$440K – – –
QHA
332
Quarry Hill Advisors
Minnesota
$439K -$19.1K -410 -4%
CIAS
333
Capital Investment Advisory Services
North Carolina
$434K -$2.23K -48 -0.5%
BF
334
Brogan Financial
Tennessee
$434K – – –
PWA
335
Physician Wealth Advisors
Utah
$431K +$72.8K +1,549 +20%
CAP
336
Columbia Advisory Partners
Washington
$429K +$9.4K +202 +2%
HCM
337
Hollencrest Capital Management
California
$414K – – –
CIA
338
Cladis Investment Advisory
Montana
$414K – – –
MFG
339
Merit Financial Group
Georgia
$409K -$19.9K -428 -5%
BAWC
340
Boyce & Associates Wealth Consulting
Texas
$398K +$1.12K +24 +0.3%
MG
341
Mather Group
Illinois
$397K – – –
KBFS
342
Kohmann Bosshard Financial Services
Ohio
$386K – – –
LNWTC
343
Laird Norton Wetherby Trust Company
Washington
$382K +$838 +18 +0.2%
RWM
344
Revisor Wealth Management
Ohio
$378K – – –
RWM
345
Rockwood Wealth Management
Pennsylvania
$376K – – –
GCP
346
Gill Capital Partners
Colorado
$375K -$22.3K -480 -6%
FWTB
347
First Western Trust Bank
Colorado
$372K – – –
CFGS
348
Concourse Financial Group Securities
Alabama
$366K -$372 -8 -0.1%
GCA
349
Gradient Capital Advisors
California
$365K -$121K -2,610 -25%
AIA
350
Allied Investment Advisors
Montana
$361K – – –
12 13
14
15 16