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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
376
Baker Tilly Wealth Management
Wisconsin
$229K +$1.04K +25 +0.5%
LBC
377
Lowe Brockenbrough & Co
Virginia
$222K – – –
FWM
378
Focused Wealth Management
New York
$222K +$222K +5,331 New
ECM
379
Evergreen Capital Management
Washington
$220K – – –
BSWA
380
Bromfield Sneider Wealth Advisors
Massachusetts
$219K – – –
WWC
381
Waypoint Wealth Counsel
Georgia
$216K +$216K +5,197 New
SW
382
Simplicity Wealth
New Jersey
$216K +$216K +5,179 New
NAM
383
NTV Asset Management
West Virginia
$213K +$213K +5,115 New
WTA
384
Washington Trust Advisors
Massachusetts
$212K – – –
PAG
385
Private Advisory Group
Washington
$208K +$208K +5,009 New
FFWA
386
FRG Family Wealth Advisors
Washington
$208K +$208K +4,993 New
UB
387
UMB Bank
Missouri
$206K – – –
MAC
388
Mason & Associates (California)
California
$205K +$205K +4,921 New
PWIA
389
Porter White Investment Advisors
Alabama
$202K +$202K +4,861 New
BWM
390
BlackDiamond Wealth Management
New York
$202K +$202K +4,751 New
Wells Fargo
391
Wells Fargo
California
$185K -$7.7K -185 -4%
PTC
392
Private Trust Company
Ohio
$183K +$183K +4,399 New
EI
393
Ellevest Inc
New York
$174K +$791 +19 +0.5%
M
394
MOTCO
Texas
$174K +$174K +4,184 New
GI
395
Gradient Investments
Minnesota
$164K -$105K -2,522 -39%
RCM
396
Raleigh Capital Management
North Carolina
$146K +$707 +17 +0.5%
AC
397
AlphaCore Capital
California
$144K – – –
RP
398
Rowlandmiller & Partners
Georgia
$140K – – –
GWS
399
Glassman Wealth Services
Virginia
$130K – – –
NA
400
NewEdge Advisors
Louisiana
$125K +$125K +2,993 New
14 15
16
17 18