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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
+$76M
2
BSW
Buckingham Strategic Wealth
Missouri
+$31.1M
3
MAC
Mason & Associates (California)
California
+$29.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.4M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$113M
2
PCA
Prosperity Capital Advisors
Ohio
-$19.4M
3
PL
Plancorp LLC
Missouri
-$11.3M
4
MA
Mutual Advisors
Nebraska
-$9.23M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
326
Team Hewins
California
$664K +$664K +12,820 New
DPI
327
Diversified Portfolios Inc
Michigan
$640K – – –
IFS
328
Intelligent Financial Strategies
Minnesota
$632K -$21.8K -421 -3%
CFFP
329
Center for Financial Planning
Michigan
$631K – – –
Franklin Resources
330
Franklin Resources
California
$626K +$2.8K +54 +0.4%
WP
331
Wealthspan Partners
Iowa
$625K – – –
SPIA
332
Steward Partners Investment Advisory
New York
$624K +$560K +10,800 +872%
TFM
333
Trademark Financial Management
Minnesota
$608K +$608K +11,725 New
LBC
334
Lowe Brockenbrough & Co
Virginia
$601K +$325K +6,264 +118%
SWM
335
Seaside Wealth Management
California
$601K – – –
PNC Financial Services Group
336
PNC Financial Services Group
Pennsylvania
$599K – – –
NWM
337
Northwest Wealth Management
Iowa
$595K +$595K +11,472 New
EW
338
Evoke Wealth
California
$589K +$589K +11,371 New
NA
339
NewEdge Advisors
Louisiana
$584K +$2.94K +56 +0.5%
NP
340
NorthRock Partners
Minnesota
$564K +$564K +10,874 New
FCI
341
Financial Counselors Inc
Kansas
$561K – – –
MFS
342
Madrona Financial Services
Washington
$560K – – –
AFAS
343
Acorn Financial Advisory Services
Virginia
$559K -$3.42K -66 -0.6%
MWA
344
Midland Wealth Advisors
Illinois
$552K +$552K +10,651 New
VWA
345
Valued Wealth Advisors
Utah
$550K +$550K +11,813 New
TFA
346
TPG Financial Advisors
Oregon
$548K +$548K +10,621 New
GLA
347
Great Lakes Advisors
Illinois
$548K – – –
PWA
348
Physician Wealth Advisors
Utah
$548K +$65.1K +1,238 +13%
SWA
349
SFMG Wealth Advisors
Texas
$545K -$4.82K -93 -0.9%
MCM
350
MAI Capital Management
Ohio
$541K -$6.27K -121 -1%
12 13
14
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