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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
Savant Capital
Illinois
$65.1M
4
MAC
Mason & Associates (California)
California
$18.3M
5
WIM
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
EP Wealth Advisors
California
$1.57M
2
RJA
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$201M
4
AC
Avestar Capital
New York
$13.4M
5
HWM
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
401
Washington Trust Advisors
Massachusetts
$237K – – –
EFS
402
Essex Financial Services
Connecticut
$237K +$237K +5,085 New
BOC
403
Bull Oak Capital
California
$236K +$236K +5,061 New
GRP
404
Global Retirement Partners
California
$234K -$785 -17 -0.3%
FFWA
405
FRG Family Wealth Advisors
Washington
$232K – – –
WIA
406
World Investment Advisors
California
$230K -$9.45K -203 -4%
PAS
407
Park Avenue Securities
New York
$230K +$230K +4,944 New
SW
408
Simplicity Wealth
New Jersey
$230K +$230K +4,940 New
UB
409
UMB Bank
Missouri
$230K – – –
PWIA
410
Porter White Investment Advisors
Alabama
$226K – – –
OCM
411
One Capital Management
California
$224K – – –
PAG
412
Private Advisory Group
Washington
$222K -$11.6K -250 -5%
WAM
413
Weatherly Asset Management
California
$216K – – –
DWA
414
Delap Wealth Advisory
Oregon
$214K – – –
WP
415
Westmount Partners
California
$212K – – –
MWP
416
Meridian Wealth Partners
Pennsylvania
$209K – – –
RWRC
417
R.W. Roge & Company
New York
$208K +$208K +4,680 New
Prudential Financial
418
Prudential Financial
New Jersey
$206K -$1.86K -40 -0.9%
FI
419
Financial Insights
Washington
$206K – – –
AWM
420
Accel Wealth Management
Iowa
$204K – – –
BIG
421
Builder Investment Group
Georgia
$204K +$698 +15 +0.3%
AMG
422
Advisors Management Group
Wisconsin
$204K – – –
AWA
423
Arkadios Wealth Advisors
Georgia
$200K +$200K +4,302 New
FSCM
424
Front Street Capital Management
Montana
$197K – – –
M
425
MOTCO
Texas
$195K – – –
15 16
17
18 19