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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
351
Frank Rimerman Advisors
California
$346K – – –
EBA
352
Eagle Bay Advisors
New York
$344K – – –
RJT
353
Raymond James Trust
Florida
$344K +$8.19K +170 +2%
BCM
354
Becker Capital Management
Oregon
$339K – – –
Kovitz Investment Group Partners
355
Kovitz Investment Group Partners
Illinois
$332K – – –
PPP
356
Private Portfolio Partners
New Jersey
$329K -$10.8K -225 -3%
CTWM
357
Cherry Tree Wealth Management
Minnesota
$323K +$323K +6,700 New
BSSFA
358
Baron Silver Stevens Financial Advisors
Florida
$322K – – –
WT
359
Whittier Trust
California
$321K – – –
TPWA
360
TRUE Private Wealth Advisors
Oregon
$314K – – –
GWM
361
GSB Wealth Management
Connecticut
$314K – – –
SHJ
362
Sharkey, Howes & Javer
Colorado
$307K +$1.01K +21 +0.3%
BCM
363
Brookstone Capital Management
Illinois
$304K – – –
SWP
364
Strategic Wealth Partners
Ohio
$302K – – –
R
365
Rebalance
California
$295K +$1.01K +21 +0.3%
BCA
366
Bay Colony Advisors
Massachusetts
$295K +$5.35K +111 +2%
EWM
367
Evercore Wealth Management
New York
$295K – – –
DT
368
Diversified Trust
Tennessee
$295K – – –
CTC
369
Central Trust Company
Missouri
$294K – – –
OIA
370
OneDigital Investment Advisors
Kansas
$283K -$5.59K -116 -2%
AIM
371
Acropolis Investment Management
Missouri
$282K – – –
BWG
372
Beta Wealth Group
California
$279K -$29.2K -606 -9%
NFA
373
Northern Financial Advisors
Michigan
$277K +$482 +10 +0.2%
VCM
374
Versant Capital Management
Arizona
$277K +$626 +13 +0.2%
OAM
375
Occidental Asset Management
California
$276K – – –
13 14
15
16 17