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Dimensional US Equity ETF
DFUS

Overview Fund Activity

544 hedge funds and large institutions have $5.39B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+71
Holders Change %
+15.01%
% of All Funds
7.97%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
89
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
+$76M
2
BSW
Buckingham Strategic Wealth
Missouri
+$31.1M
3
MAC
Mason & Associates (California)
California
+$29.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.4M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$113M
2
PCA
Prosperity Capital Advisors
Ohio
-$19.4M
3
PL
Plancorp LLC
Missouri
-$11.3M
4
MA
Mutual Advisors
Nebraska
-$9.23M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
401
Sollinda Capital Management
Florida
$374K +$374K +7,214 New
FRA
402
Frank Rimerman Advisors
California
$373K – – –
BCM
403
Brookstone Capital Management
Illinois
$372K – – –
EBA
404
Eagle Bay Advisors
New York
$370K – – –
GRP
405
Global Retirement Partners
California
$366K +$104K +2,026 +40%
BCM
406
Becker Capital Management
Oregon
$365K – – –
RJT
407
Raymond James Trust
Florida
$364K – – –
AWS
408
Atria Wealth Solutions
New York
$359K -$337K -6,510 -48%
Kovitz Investment Group Partners
409
Kovitz Investment Group Partners
Illinois
$357K – – –
GCA
410
Gradient Capital Advisors
California
$357K -$49.8K -960 -12%
EP
411
Essential Planning
New Hampshire
$349K +$349K +6,730 New
BSSFA
412
Baron Silver Stevens Financial Advisors
Florida
$346K – – –
RWRC
413
R.W. Roge & Company
New York
$346K +$104K +1,999 +43%
WT
414
Whittier Trust
California
$345K – – –
TPWA
415
TRUE Private Wealth Advisors
Oregon
$338K – – –
PWM
416
Penobscot Wealth Management
Maine
$338K +$338K +6,519 New
GWM
417
GSB Wealth Management
Connecticut
$338K – – –
FNT
418
First National Trust
Pennsylvania
$337K – – –
GKWIM
419
Gerber Kawasaki Wealth & Investment Management
California
$335K +$335K +6,473 New
SHJ
420
Sharkey, Howes & Javer
Colorado
$333K +$1.5K +29 +0.5%
PPP
421
Private Portfolio Partners
New Jersey
$327K – – –
SWP
422
Strategic Wealth Partners
Ohio
$325K – – –
SRCM
423
Signature Resources Capital Management
California
$321K +$321K +6,185 New
R
424
Rebalance
California
$320K +$1.45K +28 +0.5%
DT
425
Diversified Trust
Tennessee
$317K – – –
15 16
17
18 19