DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCWM
376
Cassaday & Co Wealth Management
Virginia
$273K – – –
AA
377
Apriem Advisors
California
$270K – – –
BB
378
Busey Bank
Illinois
$267K -$4.09K -85 -2%
BTWM
379
Baker Tilly Wealth Management
Wisconsin
$267K +$915 +19 +0.3%
SPC
380
Sigma Planning Corp
Michigan
$267K -$5.35K -111 -2%
VFP
381
Verus Financial Partners
Virginia
$266K +$347 +7 +0.1%
Rockefeller Capital Management
382
Rockefeller Capital Management
New York
$262K +$5.64K +117 +2%
PTC
383
Private Trust Company
Ohio
$258K +$45.8K +951 +22%
LBC
384
Lowe Brockenbrough & Co
Virginia
$257K – – –
FWM
385
Focused Wealth Management
New York
$257K – – –
GD
386
Grandfield & Dodd
New York
$255K -$76.3K -1,585 -23%
ECM
387
Evergreen Capital Management
Washington
$255K – – –
BSWA
388
Bromfield Sneider Wealth Advisors
Massachusetts
$253K – – –
WWC
389
Waypoint Wealth Counsel
Georgia
$250K – – –
CWAG
390
Compton Wealth Advisory Group
Virginia
$249K – – –
WIA
391
World Investment Advisors
California
$248K +$819 +17 +0.3%
NAM
392
NTV Asset Management
West Virginia
$246K – – –
WTA
393
Washington Trust Advisors
Massachusetts
$245K – – –
GRP
394
Global Retirement Partners
California
$245K -$4.19K -87 -2%
PAG
395
Private Advisory Group
Washington
$241K – – –
FFWA
396
FRG Family Wealth Advisors
Washington
$240K – – –
UB
397
UMB Bank
Missouri
$238K – – –
MAC
398
Mason & Associates (California)
California
$237K – – –
PWIA
399
Porter White Investment Advisors
Alabama
$234K – – –
OCM
400
One Capital Management
California
$233K – – –
14 15
16
17 18