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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
$157M
2
BSW
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.5M
2
SC
Savant Capital
Illinois
$59.8M
3
MAC
Mason & Associates (California)
California
$31.8M
4
AC
Avestar Capital
New York
$2.72M
5
MA
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
326
Summit Asset Management
Tennessee
$817K – – –
Empower Advisory Group
327
Empower Advisory Group
Colorado
$814K -$278K -4,874 -25%
WANY
328
Wealthspire Advisors (New York)
New York
$811K +$50.7K +890 +7%
VFA
329
Valeo Financial Advisors
Indiana
$810K +$2.04K +37 +0.3%
SW
330
Simplicity Wealth
New Jersey
$805K +$805K +14,119 New
CB
331
Commerce Bank
Missouri
$798K -$3.13K -55 -0.4%
CSIC
332
Clifford Swan Investment Counsel
California
$777K – – –
BCM
333
Brookstone Capital Management
Illinois
$769K +$360K +6,322 +88%
NGA
334
Naples Global Advisors
Florida
$747K +$1.54K +27 +0.2%
SAM
335
SP Asset Management
California
$734K +$1.54K +27 +0.2%
TH
336
Team Hewins
California
$730K – – –
PSP
337
Principal Street Partners
Tennessee
$729K +$1.53K +27 +0.2%
TCM
338
Towneley Capital Management
California
$717K -$19.3K -339 -3%
VWA
339
Valued Wealth Advisors
Utah
$715K +$41.8K +733 +6%
AWM
340
Arista Wealth Management
Nevada
$713K -$684K -12,001 -49%
SPIA
341
Steward Partners Investment Advisory
New York
$710K +$24K +421 +3%
DPI
342
Diversified Portfolios Inc
Michigan
$704K – – –
CFFP
343
Center for Financial Planning
Michigan
$694K – – –
Franklin Resources
344
Franklin Resources
California
$690K +$1.48K +26 +0.2%
Rockefeller Capital Management
345
Rockefeller Capital Management
New York
$688K +$688K +12,077 New
WP
346
Wealthspan Partners
Iowa
$687K – – –
TFM
347
Trademark Financial Management
Minnesota
$661K -$7.12K -125 -1%
SWM
348
Seaside Wealth Management
California
$660K – – –
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$652K -$6.1K -107 -0.9%
EW
350
Evoke Wealth
California
$648K – – –
12 13
14
15 16