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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
351
AlphaCore Capital
California
$134K – – –
IWA
352
Icon Wealth Advisors
Texas
$132K +$132K +3,390 New
RP
353
Rowlandmiller & Partners
Georgia
$131K – – –
GWS
354
Glassman Wealth Services
Virginia
$122K – – –
FCG
355
Financial Connections Group
California
$118K – – –
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$118K +$4.48K +116 +4%
MCM
357
Manchester Capital Management
Vermont
$116K -$232K -6,000 -67%
TWM
358
Tradition Wealth Management
Minnesota
$110K +$428 +11 +0.4%
IWP
359
IAG Wealth Partners
Wisconsin
$104K – – –
US Bancorp
360
US Bancorp
Minnesota
$99K – – –
GRP
361
Global Retirement Partners
California
$94K – – –
AA
362
Atmos Advisory
Pennsylvania
$92K +$390 +10 +0.4%
EC
363
EdgeRock Capital
Colorado
$92K +$92K +2,367 New
PP
364
PrairieView Partners
Minnesota
$88K – – –
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$85K +$85K +2,200 New
WFA
366
Wipfli Financial Advisors
Wisconsin
$79K +$79K +2,031 New
Bessemer Group
367
Bessemer Group
New Jersey
$76K – – –
IA
368
IFP Advisors
Florida
$73K +$15.9K +340 +28%
APA
369
American Portfolios Advisors
New York
$67.4K +$116 +3 +0.2%
OC
370
Oakworth Capital
Alabama
$66K – – –
TFM
371
TFC Financial Management
Massachusetts
$49K – – –
SN
372
Sittner & Nelson
Oregon
$49K – – –
TFS
373
TrustCore Financial Services
Tennessee
$47K +$195 +5 +0.4%
DSC
374
Duncker Streett & Co
Missouri
$45K +$192 +5 +0.4%
DBG
375
De Burlo Group
Massachusetts
$44.4K +$44.4K +1,145 New
13 14
15
16 17