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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
+$76M
2
BSW
Buckingham Strategic Wealth
Missouri
+$31.1M
3
MAC
Mason & Associates (California)
California
+$29.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.4M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$113M
2
PCA
Prosperity Capital Advisors
Ohio
-$19.4M
3
PL
Plancorp LLC
Missouri
-$11.3M
4
MA
Mutual Advisors
Nebraska
-$9.23M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
351
Financial Gravity Asset Management
Texas
$540K – – –
VWA
352
Visionary Wealth Advisors
Illinois
$538K – – –
KSWA
353
Kathleen S. Wright Associates
Pennsylvania
$533K +$492K +9,485 +1,201%
CWM
354
Curi Wealth Management
North Carolina
$524K +$2.38K +46 +0.5%
CCM
355
Condor Capital Management
New Jersey
$523K – – –
GWA
356
Geometric Wealth Advisors
District of Columbia
$512K – – –
TCM
357
Towercrest Capital Management
Pennsylvania
$511K – – –
AWMG
358
Alliance Wealth Management Group
New Jersey
$511K +$511K +9,863 New
NSG
359
Nalls Sherbakoff Group
Tennessee
$509K -$66.1K -1,275 -11%
TA
360
TFB Advisors
Kansas
$499K -$225K -4,349 -31%
MMA
361
Miracle Mile Advisors
California
$497K – – –
CSI
362
Cross Staff Investments
New York
$496K – – –
JSL
363
JT Stratford LLC
Georgia
$496K -$11.5K -221 -2%
FTUS
364
Flow Traders U.S.
New York
$494K +$494K +9,528 New
SVWAG
365
Sound View Wealth Advisors Group
Georgia
$490K – – –
BF
366
Brogan Financial
Tennessee
$485K +$2.18K +42 +0.5%
IF
367
Ironwood Financial
Arizona
$484K -$44.2K -852 -8%
Wells Fargo
368
Wells Fargo
California
$482K +$277K +5,353 +135%
CAP
369
Columbia Advisory Partners
Washington
$478K – – –
QHA
370
Quarry Hill Advisors
Minnesota
$475K -$13.3K -256 -3%
AG
371
Ascent Group
Virginia
$471K -$92.6K -1,698 -16%
LGWM
372
Litman Gregory Wealth Management
California
$465K +$465K +8,980 New
TFP
373
Traction Financial Partners
Wyoming
$464K +$464K +8,947 New
HCM
374
Hollencrest Capital Management
California
$461K – – –
CIA
375
Cladis Investment Advisory
Montana
$460K -$415 -8 -0.1%
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15
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