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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
PCA
3
Prosperity Capital Advisors
Ohio
$31M
4
TAM
4
TCP Asset Management
Ohio
$11.1M
5
FFM
5
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAC
401
Mason & Associates (California)
California
$219K – – –
PWIA
402
Porter White Investment Advisors
Alabama
$216K – – –
OCM
403
One Capital Management
California
$214K +$214K +4,833 New
MSWM
404
McGlone Suttner Wealth Management
Wisconsin
$211K +$211K +4,748 New
WAM
405
Weatherly Asset Management
California
$206K +$206K +4,643 New
DWA
406
Delap Wealth Advisory
Oregon
$205K +$205K +4,605 New
WP
407
Westmount Partners
California
$203K +$203K +4,561 New
FI
408
Financial Insights
Washington
$202K +$202K +4,536 New
PTC
409
Private Trust Company
Ohio
$195K – – –
EI
410
Ellevest Inc
New York
$186K +$578 +13 +0.3%
M
411
MOTCO
Texas
$186K – – –
CIA
412
Cape Investment Advisory
Georgia
$176K +$176K +3,958 New
GI
413
Gradient Investments
Minnesota
$175K – – –
RCM
414
Raleigh Capital Management
North Carolina
$156K +$489 +11 +0.3%
Wells Fargo
415
Wells Fargo
California
$154K -$44K -990 -22%
IWP
416
Icon Wealth Partners
Texas
$151K +$151K +3,390 New
RP
417
Rowlandmiller & Partners
Georgia
$150K – – –
GWS
418
Glassman Wealth Services
Virginia
$139K – – –
FCG
419
Financial Connections Group
California
$130K – – –
TWM
420
Tradition Wealth Management
Minnesota
$127K +$401 +9 +0.3%
IWP
421
IAG Wealth Partners
Wisconsin
$119K – – –
CSB
422
City State Bank
Iowa
$107K – – –
CWP
423
Concord Wealth Partners
Virginia
$103K +$63.8K +1,436 +161%
PP
424
PrairieView Partners
Minnesota
$101K – – –
CSC
425
Caldwell Sutter Capital
California
$101K – – –
15 16
17
18 19