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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
$122K -$4.82K -116 -4%
FCG
402
Financial Connections Group
California
$122K -$4.4K -106 -3%
TWM
403
Tradition Wealth Management
Minnesota
$118K +$540 +13 +0.5%
IWP
404
IAG Wealth Partners
Wisconsin
$112K – – –
TRCT
405
Tower Research Capital (TRC)
New York
$103K -$179K -4,294 -63%
CSB
406
City State Bank
Iowa
$100K +$100K +2,412 New
CSC
407
Caldwell Sutter Capital
California
$94.2K +$94.2K +2,264 New
PP
408
PrairieView Partners
Minnesota
$94K – – –
GRP
409
Global Retirement Partners
California
$92.4K – – –
CPG
410
Cornerstone Planning Group
New Jersey
$80.9K +$80.9K +1,913 New
SWM
411
Sanctuary Wealth Management
Idaho
$76.1K +$76.1K +1,830 New
AA
412
Atmos Advisory
Pennsylvania
$74.1K -$24.1K -579 -25%
PCM
413
Perritt Capital Management
Illinois
$72.4K +$72.4K +1,741 New
OC
414
Oakworth Capital
Alabama
$70.9K – – –
FA
415
Fiduciary Alliance
South Carolina
$53.2K +$53.2K +1,279 New
SN
416
Sittner & Nelson
Oregon
$52.8K – – –
TFM
417
TFC Financial Management
Massachusetts
$52.7K +$250 +6 +0.5%
SFC
418
SYM Financial Corp
Indiana
$51.9K +$51.9K +1,247 New
TFS
419
TrustCore Financial Services
Tennessee
$50.4K +$208 +5 +0.4%
DSC
420
Duncker Streett & Co
Missouri
$48.7K – – –
SPIA
421
Steward Partners Investment Advisory
New York
$47.4K – – –
GT
422
Glenmede Trust
Pennsylvania
$41.6K – – –
CWP
423
Concord Wealth Partners
Virginia
$37.1K +$37.1K +891 New
CT
424
Colonial Trust
South Carolina
$35.2K +$35.2K +845 New
GG
425
Gleason Group
Kentucky
$34.4K +$167 +4 +0.5%
15 16
17
18 19