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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$118M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$66.8M
3
SC
Savant Capital
Illinois
+$59.7M
4
MAC
Mason & Associates (California)
California
+$18M
5
WIM
Warwick Investment Management
Texas
+$14.8M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$83.3M
2
RJA
Raymond James & Associates
Florida
-$3.97M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.77M
4
AC
Avestar Capital
New York
-$3.39M
5
HWM
Hemington Wealth Management
Virginia
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
351
Bay Colony Advisors
Massachusetts
$355K +$69.9K +1,502 +25%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$353K +$353K +7,590 New
PMG
353
Private Management Group
California
$352K -$16K -343 -4%
PWA
354
PCG Wealth Advisors
Kansas
$349K -$24.6K -528 -7%
WWM
355
Westwood Wealth Management
California
$345K – – –
Jane Street
356
Jane Street
New York
$343K +$343K +7,365 New
FRA
357
Frank Rimerman Advisors
California
$335K – – –
EBA
358
Eagle Bay Advisors
New York
$333K – – –
BCM
359
Brookstone Capital Management
Illinois
$332K +$36K +778 +12%
BCM
360
Becker Capital Management
Oregon
$328K – – –
RJT
361
Raymond James Trust
Florida
$327K -$5.26K -113 -2%
Kovitz Investment Group Partners
362
Kovitz Investment Group Partners
Illinois
$321K – – –
BSSFA
363
Baron Silver Stevens Financial Advisors
Florida
$311K – – –
WT
364
Whittier Trust
California
$310K – – –
CWP
365
Concord Wealth Partners
Virginia
$309K +$193K +4,144 +167%
CTWM
366
Cherry Tree Wealth Management
Minnesota
$306K -$5.87K -126 -2%
TPWA
367
TRUE Private Wealth Advisors
Oregon
$304K – – –
GWM
368
GSB Wealth Management
Connecticut
$303K – – –
FNT
369
First National Trust
Pennsylvania
$303K -$58.2K -1,250 -16%
HA
370
Herold Advisors
New York
$302K +$302K +6,495 New
SHJ
371
Sharkey, Howes & Javer
Colorado
$298K +$1.02K +22 +0.3%
PPP
372
Private Portfolio Partners
New Jersey
$294K -$24.1K -517 -8%
SWP
373
Strategic Wealth Partners
Ohio
$292K – – –
R
374
Rebalance
California
$286K +$978 +21 +0.3%
EWM
375
Evercore Wealth Management
New York
$285K – – –
13 14
15
16 17