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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
376
Steward Partners Investment Advisory
New York
$44K – – –
GT
377
Glenmede Trust
Pennsylvania
$38K – – –
HI
378
Harbour Investments
Wisconsin
$33K – – –
GG
379
Gleason Group
Kentucky
$32K +$117 +3 +0.4%
ACA
380
Atlas Capital Advisors
Wyoming
$29.5K – – –
JPMorgan Chase & Co
381
JPMorgan Chase & Co
New York
$28K -$99.7K -2,596 -78%
BC
382
Barrett & Company
Rhode Island
$22.3K +$22.3K +536 New
GTAM
383
Global Trust Asset Management
Florida
$20K – – –
SC
384
Schubert & Co
Texas
$18K – – –
JFA
385
JNBA Financial Advisors
Minnesota
$9K -$202 -5 -2%
First Manhattan
386
First Manhattan
New York
$7K – – –
Bank of Montreal
387
Bank of Montreal
Ontario, Canada
$1.86K +$1.86K +46,640 New
CIAS
388
CFS Investment Advisory Services
New Jersey
$1K +$1K +43,284 New
AWA
389
Arete Wealth Advisors
Illinois
– -$849K -20,827 Closed
PPW
390
Parcion Private Wealth
Washington
– -$794K -18,577 Closed
CBN
391
Cadence Bank NA
Texas
– -$472K -11,587 Closed
AL
392
Aspiriant LLC
California
– -$233K -5,684 Closed
HTHT
393
Hemenway Trust Hemenway Trust
New Hampshire
– -$224K -5,500 Closed
NAM
394
NTV Asset Management
West Virginia
– -$208K -5,115 Closed
FAIM
395
Financial Advocates Investment Management
Washington
– -$207K -5,094 Closed
PAG
396
Private Advisory Group
Washington
– -$204K -5,009 Closed
FFWA
397
FRG Family Wealth Advisors
Washington
– -$203K -4,993 Closed
MAC
398
Mason & Associates (California)
California
– -$201K -4,921 Closed
TCWM
399
Total Clarity Wealth Management
Illinois
– -$156K -3,838 Closed
HFS
400
Heritage Financial Services
Massachusetts
– -$67K -1,652 Closed
13 14 15
16
17