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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
+$76M
2
BSW
Buckingham Strategic Wealth
Missouri
+$31.1M
3
MAC
Mason & Associates (California)
California
+$29.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.4M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$113M
2
PCA
Prosperity Capital Advisors
Ohio
-$19.4M
3
PL
Plancorp LLC
Missouri
-$11.3M
4
MA
Mutual Advisors
Nebraska
-$9.23M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
376
Pure Financial Advisors
California
$452K +$452K +8,718 New
CAG
377
Csenge Advisory Group
Florida
$448K +$448K +8,639 New
BAWC
378
Boyce & Associates Wealth Consulting
Texas
$445K +$1.71K +33 +0.4%
MG
379
Mather Group
Illinois
$442K – – –
BCA
380
Bay Colony Advisors
Massachusetts
$429K +$33.4K +645 +8%
HA
381
Hanover Advisors
South Carolina
$424K +$424K +8,182 New
Prudential Financial
382
Prudential Financial
New Jersey
$423K +$193K +3,733 +84%
RWM
383
Rockwood Wealth Management
Pennsylvania
$418K -$1.24K -24 -0.3%
FWTB
384
First Western Trust Bank
Colorado
$414K – – –
HA
385
Herold Advisors
New York
$413K +$76.8K +1,481 +23%
GCP
386
Gill Capital Partners
Colorado
$411K -$6.63K -128 -2%
EA
387
Efficient Advisors
Ohio
$406K -$170K -3,280 -30%
AIA
388
Allied Investment Advisors
Montana
$402K – – –
NB
389
Nicolet Bankshares
Wisconsin
$401K +$401K +7,736 New
BMCM
390
Bryn Mawr Capital Management
Pennsylvania
$398K -$1.05M -20,323 -73%
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$393K – – –
C
392
Certuity
Florida
$392K -$118K -2,270 -23%
KBFS
393
Kohmann Bosshard Financial Services
Ohio
$390K -$39.1K -755 -9%
PWA
394
PCG Wealth Advisors
Kansas
$389K – – –
SM
395
Sensible Money
Arizona
$386K -$129K -2,488 -25%
PC
396
Peavine Capital
Nevada
$385K -$203K -3,914 -34%
WWM
397
Westwood Wealth Management
California
$385K – – –
SVWG
398
Shared Vision Wealth Group
United States
$378K +$378K +7,290 New
CIAS
399
Capital Investment Advisory Services
North Carolina
$374K -$110K -2,115 -23%
SCM
400
Sollinda Capital Management
Florida
$374K +$374K +7,214 New
14 15
16
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