DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
376
Hartline Investment Corp
Illinois
$546K +$546K +9,583 New
CSI
377
Cross Staff Investments
New York
$546K – – –
SVWAG
378
Sound View Wealth Advisors Group
Georgia
$539K – – –
BF
379
Brogan Financial
Tennessee
$534K +$1.08K +19 +0.2%
MMA
380
Miracle Mile Advisors
California
$533K -$14.2K -249 -3%
IF
381
Ironwood Financial
Arizona
$532K – – –
CIBC Private Wealth Group
382
CIBC Private Wealth Group
Georgia
$520K +$87.6K +1,540 +20%
QHA
383
Quarry Hill Advisors
Minnesota
$515K -$7.12K -125 -1%
LGWM
384
Litman Gregory Wealth Management
California
$512K – – –
HCM
385
Hollencrest Capital Management
California
$506K – – –
CIA
386
Cladis Investment Advisory
Montana
$506K – – –
PFA
387
Pure Financial Advisors
California
$498K +$1.03K +18 +0.2%
BAWC
388
Boyce & Associates Wealth Consulting
Texas
$490K +$855 +15 +0.2%
FDCP
389
Foster Dykema Cabot & Partners
Massachusetts
$472K +$296K +5,202 +169%
AF
390
Advisornet Financial
Minnesota
$471K -$2.72M -47,712 -85%
AG
391
Ascent Group
Virginia
$464K -$28.9K -507 -6%
RWM
392
Rockwood Wealth Management
Pennsylvania
$459K – – –
FWTB
393
First Western Trust Bank
Colorado
$455K – – –
FTUS
394
Flow Traders U.S.
New York
$455K -$88.3K -1,549 -16%
MG
395
Mather Group
Illinois
$442K – – –
AIA
396
Allied Investment Advisors
Montana
$442K – – –
NB
397
Nicolet Bankshares
Wisconsin
$441K – – –
BMCM
398
Bryn Mawr Capital Management
Pennsylvania
$438K – – –
PWA
399
PCG Wealth Advisors
Kansas
$428K – – –
PC
400
Peavine Capital
Nevada
$424K – – –
14 15
16
17 18