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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
Savant Capital
Illinois
$65.1M
4
MAC
Mason & Associates (California)
California
$18.3M
5
WIM
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
EP Wealth Advisors
California
$1.57M
2
RJA
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$201M
4
AC
Avestar Capital
New York
$13.4M
5
HWM
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
376
Diversified Trust
Tennessee
$285K – – –
CTC
377
Central Trust Company
Missouri
$284K – – –
OIA
378
OneDigital Investment Advisors
Kansas
$274K +$652 +14 +0.2%
AIM
379
Acropolis Investment Management
Missouri
$273K – – –
NFA
380
Northern Financial Advisors
Michigan
$269K +$512 +11 +0.2%
VCM
381
Versant Capital Management
Arizona
$268K +$652 +14 +0.2%
CA
382
Cetera Advisors
Colorado
$268K +$268K +5,750 New
CCWM
383
Cassaday & Co Wealth Management
Virginia
$264K – – –
FWCM
384
Ferguson Wellman Capital Management
Oregon
$263K +$263K +5,642 New
AA
385
Apriem Advisors
California
$261K – – –
BTWM
386
Baker Tilly Wealth Management
Wisconsin
$260K +$2.19K +47 +0.8%
BWG
387
Beta Wealth Group
California
$259K -$10.5K -226 -4%
BB
388
Busey Bank
Illinois
$254K -$4.42K -95 -2%
VFP
389
Verus Financial Partners
Virginia
$252K +$328 +7 +0.1%
CIA
390
Cape Investment Advisory
Georgia
$249K +$32.6K +700 +15%
PTC
391
Private Trust Company
Ohio
$249K – – –
LBC
392
Lowe Brockenbrough & Co
Virginia
$248K – – –
FWM
393
Focused Wealth Management
New York
$248K – – –
ECM
394
Evergreen Capital Management
Washington
$247K – – –
BSWA
395
Bromfield Sneider Wealth Advisors
Massachusetts
$245K – – –
WWC
396
Waypoint Wealth Counsel
Georgia
$242K – – –
LA
397
Lynch & Associates
Indiana
$241K +$241K +5,170 New
CWAG
398
Compton Wealth Advisory Group
Virginia
$240K – – –
GD
399
Grandfield & Dodd
New York
$240K -$6.98K -150 -3%
NAM
400
NTV Asset Management
West Virginia
$238K – – –
14 15
16
17 18