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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
$157M
2
BSW
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$1.5M
2
SC
Savant Capital
Illinois
$59.8M
3
MAC
Mason & Associates (California)
California
$31.8M
4
AC
Avestar Capital
New York
$2.72M
5
MA
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
351
Intelligent Financial Strategies
Minnesota
$648K -$46.7K -820 -7%
SM
352
Sensible Money
Arizona
$643K +$219K +3,841 +52%
Prudential Financial
353
Prudential Financial
New Jersey
$637K +$172K +3,026 +37%
NP
354
NorthRock Partners
Minnesota
$621K +$1.31K +23 +0.2%
FCI
355
Financial Counselors Inc
Kansas
$616K – – –
GLA
356
Great Lakes Advisors
Illinois
$602K – – –
SWA
357
SFMG Wealth Advisors
Texas
$600K +$114 +2 +0%
MWA
358
Midland Wealth Advisors
Illinois
$600K -$7.41K -130 -1%
QCM
359
QRG Capital Management
Illinois
$597K -$156K -2,733 -21%
MCM
360
MAI Capital Management
Ohio
$596K +$1.08K +19 +0.2%
VWA
361
Visionary Wealth Advisors
Illinois
$592K – – –
AFAS
362
Acorn Financial Advisory Services
Virginia
$592K -$23K -403 -4%
PWA
363
Physician Wealth Advisors
Utah
$591K +$21.1K +385 +4%
RWM
364
Revisor Wealth Management
Ohio
$589K +$589K +10,820 New
TA
365
TFB Advisors
Kansas
$588K +$63.9K +1,173 +12%
CA
366
Cetera Advisors
Colorado
$587K +$259K +4,552 +79%
TCM
367
TruNorth Capital Management
Michigan
$581K +$581K +10,190 New
CRC
368
Curi RMB Capital
Illinois
$578K +$578K +10,137 New
HA
369
Hanover Advisors
South Carolina
$576K +$110K +1,928 +24%
CCM
370
Condor Capital Management
New Jersey
$575K – – –
MFS
371
Madrona Financial Services
Washington
$573K -$43K -755 -7%
GWA
372
Geometric Wealth Advisors
District of Columbia
$563K – – –
TFP
373
Traction Financial Partners
Wyoming
$547K +$39.6K +698 +8%
CAG
374
Csenge Advisory Group
Florida
$546K +$54K +947 +11%
BCA
375
Bay Colony Advisors
Massachusetts
$546K +$74.6K +1,309 +16%
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15
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