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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
351
TRUE Private Wealth Advisors
Oregon
$272K – – –
GWM
352
GSB Wealth Management
Connecticut
$271K – – –
SHJ
353
Sharkey, Howes & Javer
Colorado
$263K +$1.21K +29 +0.5%
SWP
354
Strategic Wealth Partners
Ohio
$261K – – –
Kovitz Investment Group Partners
355
Kovitz Investment Group Partners
Illinois
$255K – – –
EWM
356
Evercore Wealth Management
New York
$254K -$28.4K -683 -10%
DT
357
Diversified Trust
Tennessee
$254K – – –
CTC
358
Central Trust Company
Missouri
$254K – – –
R
359
Rebalance
California
$254K +$254K +6,094 New
VCM
360
Versant Capital Management
Arizona
$252K -$31.3K -751 -11%
PAS
361
Park Avenue Securities
New York
$252K +$20.9K +504 +9%
BCA
362
Bay Colony Advisors
Massachusetts
$249K +$3.04K +73 +1%
RF
363
Resolute Financial
Massachusetts
$246K +$6.95K +167 +3%
AIM
364
Acropolis Investment Management
Missouri
$244K – – –
OIA
365
OneDigital Investment Advisors
Kansas
$243K -$94.1K -2,262 -28%
BB
366
Busey Bank
Illinois
$242K -$666 -16 -0.3%
NFA
367
Northern Financial Advisors
Michigan
$239K +$239K +5,739 New
OAM
368
Occidental Asset Management
California
$238K – – –
BF
369
Brooklyn FI
New York
$238K -$340M -5,715 -100%
VFP
370
Verus Financial Partners
Virginia
$237K +$442 +10 +0.2%
CCWM
371
Cassaday & Co Wealth Management
Virginia
$236K +$236K +5,673 New
WIA
372
World Investment Advisors
California
$235K -$9.15K -220 -4%
SM
373
Sensible Money
Arizona
$235K +$235K +5,645 New
AA
374
Apriem Advisors
California
$233K +$233K +5,610 New
LWM
375
Lodestone Wealth Management
Washington
$233K +$233K +5,603 New
13 14
15
16 17