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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
PCA
3
Prosperity Capital Advisors
Ohio
$31M
4
TAM
4
TCP Asset Management
Ohio
$11.1M
5
FFM
5
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
376
Acropolis Investment Management
Missouri
$260K – – –
NFA
377
Northern Financial Advisors
Michigan
$255K +$400 +9 +0.2%
VCM
378
Versant Capital Management
Arizona
$255K -$14.5K -327 -5%
OAM
379
Occidental Asset Management
California
$254K – – –
CCWM
380
Cassaday & Co Wealth Management
Virginia
$252K – – –
SPC
381
Sigma Planning Corp
Michigan
$251K -$121K -2,716 -32%
BB
382
Busey Bank
Illinois
$251K -$7.42K -167 -3%
AA
383
Apriem Advisors
California
$249K – – –
BTWM
384
Baker Tilly Wealth Management
Wisconsin
$246K +$755 +17 +0.3%
FWM
385
Focused Wealth Management
New York
$237K – – –
LBC
386
Lowe Brockenbrough & Co
Virginia
$237K – – –
Rockefeller Capital Management
387
Rockefeller Capital Management
New York
$236K +$106K +2,388 +81%
ECM
388
Evergreen Capital Management
Washington
$235K – – –
VFP
389
Verus Financial Partners
Virginia
$235K +$219 +5 +0.1%
BSWA
390
Bromfield Sneider Wealth Advisors
Massachusetts
$234K – – –
WWC
391
Waypoint Wealth Counsel
Georgia
$231K – – –
CWAG
392
Compton Wealth Advisory Group
Virginia
$229K +$229K +5,165 New
GRP
393
Global Retirement Partners
California
$228K +$130K +2,952 +133%
WIA
394
World Investment Advisors
California
$228K -$23.5K -529 -9%
NAM
395
NTV Asset Management
West Virginia
$227K – – –
WTA
396
Washington Trust Advisors
Massachusetts
$226K – – –
PAG
397
Private Advisory Group
Washington
$223K – – –
FFWA
398
FRG Family Wealth Advisors
Washington
$222K – – –
WANY
399
Wealthspire Advisors (New York)
New York
$221K -$70.6K -1,589 -24%
UB
400
UMB Bank
Missouri
$219K – – –
14 15
16
17 18