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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
401
Westwood Wealth Management
California
$423K – – –
EA
402
Efficient Advisors
Ohio
$421K -$24.8K -435 -6%
RWRC
403
R.W. Roge & Company
New York
$421K +$39.8K +698 +10%
KBFS
404
Kohmann Bosshard Financial Services
Ohio
$418K -$10.7K -187 -2%
SVWG
405
Shared Vision Wealth Group
United States
$415K – – –
FRA
406
Frank Rimerman Advisors
California
$410K – – –
GCA
407
Gradient Capital Advisors
California
$407K +$14.9K +261 +4%
EBA
408
Eagle Bay Advisors
New York
$407K – – –
LA
409
Lynch & Associates
Indiana
$407K +$78.8K +1,383 +24%
GRP
410
Global Retirement Partners
California
$404K -$741 -13 -0.2%
BCM
411
Becker Capital Management
Oregon
$402K – – –
RJT
412
Raymond James Trust
Florida
$401K – – –
GCP
413
Gill Capital Partners
Colorado
$398K -$35.4K -647 -8%
AWS
414
Atria Wealth Solutions
New York
$394K – – –
Kovitz Investment Group Partners
415
Kovitz Investment Group Partners
Illinois
$392K – – –
BPWM
416
Badgley Phelps Wealth Managers
Washington
$391K +$391K +6,855 New
C
417
Certuity
Florida
$387K -$43.9K -771 -10%
BSSFA
418
Baron Silver Stevens Financial Advisors
Florida
$381K – – –
TPWA
419
TRUE Private Wealth Advisors
Oregon
$372K – – –
GWM
420
GSB Wealth Management
Connecticut
$371K – – –
PWM
421
Penobscot Wealth Management
Maine
$371K – – –
FNT
422
First National Trust
Pennsylvania
$370K – – –
GA
423
Greenspring Advisors
Maryland
$370K +$370K +6,500 New
GKWIM
424
Gerber Kawasaki Wealth & Investment Management
California
$369K – – –
SHJ
425
Sharkey, Howes & Javer
Colorado
$367K +$741 +13 +0.2%
15 16
17
18 19