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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
PCA
3
Prosperity Capital Advisors
Ohio
$31M
4
TAM
4
TCP Asset Management
Ohio
$11.1M
5
FFM
5
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
351
Westwood Wealth Management
California
$330K – – –
BAWC
352
Boyce & Associates Wealth Consulting
Texas
$322K +$1.02K +23 +0.3%
BF
353
Brooklyn FI
New York
$320K +$320K +6,187 +154,675%
FRA
354
Frank Rimerman Advisors
California
$319K – – –
LWM
355
Lodestone Wealth Management
Washington
$318K +$68.8K +1,549 +28%
EBA
356
Eagle Bay Advisors
New York
$317K – – –
PPP
357
Private Portfolio Partners
New Jersey
$313K – – –
BCM
358
Becker Capital Management
Oregon
$313K +$313K +7,049 New
RJT
359
Raymond James Trust
Florida
$310K – – –
Kovitz Investment Group Partners
360
Kovitz Investment Group Partners
Illinois
$306K +$33.5K +753 +12%
GD
361
Grandfield & Dodd
New York
$306K -$23.7K -534 -7%
BSSFA
362
Baron Silver Stevens Financial Advisors
Florida
$297K – – –
WT
363
Whittier Trust
California
$296K – – –
TPWA
364
TRUE Private Wealth Advisors
Oregon
$290K – – –
GWM
365
GSB Wealth Management
Connecticut
$289K – – –
BCM
366
Brookstone Capital Management
Illinois
$287K -$86.9K -1,937 -23%
BWG
367
Beta Wealth Group
California
$284K +$284K +6,395 New
SHJ
368
Sharkey, Howes & Javer
Colorado
$282K +$889 +20 +0.3%
SWP
369
Strategic Wealth Partners
Ohio
$279K – – –
EWM
370
Evercore Wealth Management
New York
$272K – – –
DT
371
Diversified Trust
Tennessee
$272K – – –
R
372
Rebalance
California
$272K +$800 +18 +0.3%
CTC
373
Central Trust Company
Missouri
$271K – – –
OIA
374
OneDigital Investment Advisors
Kansas
$266K +$6.27K +141 +2%
BCA
375
Bay Colony Advisors
Massachusetts
$263K +$1.01K +23 +0.4%
13 14
15
16 17