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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
401
McGlone Suttner Wealth Management
Wisconsin
$229K – – –
CIA
402
Cape Investment Advisory
Georgia
$224K +$33.5K +695 +18%
WAM
403
Weatherly Asset Management
California
$224K – – –
DWA
404
Delap Wealth Advisory
Oregon
$222K – – –
WP
405
Westmount Partners
California
$220K – – –
WANY
406
Wealthspire Advisors (New York)
New York
$218K -$21.6K -448 -9%
FI
407
Financial Insights
Washington
$218K – – –
MWP
408
Meridian Wealth Partners
Pennsylvania
$217K +$217K +4,496 New
Prudential Financial
409
Prudential Financial
New Jersey
$215K +$215K +4,462 New
BWM
410
BlackDiamond Wealth Management
New York
$213K +$213K +4,304 New
AMG
411
Advisors Management Group
Wisconsin
$212K +$212K +4,392 New
AWM
412
Accel Wealth Management
Iowa
$211K +$211K +4,388 New
BIG
413
Builder Investment Group
Georgia
$210K +$210K +4,368 New
BPFA
414
Barnes Pettey Financial Advisors
Mississippi
$207K +$207K +4,305 New
TA
415
Tiedemann Advisors
New York
$207K -$155K -3,225 -43%
PP
416
PDS Planning
Ohio
$204K +$204K +4,233 New
FSCM
417
Front Street Capital Management
Montana
$203K +$203K +4,223 New
EI
418
Ellevest Inc
New York
$203K +$674 +14 +0.3%
M
419
MOTCO
Texas
$202K – – –
LSA
420
Lion Street Advisors
Texas
$201K +$201K +4,000 New
GI
421
Gradient Investments
Minnesota
$190K – – –
HH
422
HWG Holdings
Texas
$184K +$184K +3,819 New
RCM
423
Raleigh Capital Management
North Carolina
$169K – – –
IWP
424
Icon Wealth Partners
Texas
$163K – – –
RP
425
Rowlandmiller & Partners
Georgia
$162K – – –
15 16
17
18 19