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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
426
Harbour Investments
Wisconsin
$34.3K +$291 +7 +0.9%
MCC
427
Money Concepts Capital
Florida
$33.7K +$33.7K +811 New
ACA
428
Atlas Capital Advisors
Wyoming
$31.6K – – –
PNC Financial Services Group
429
PNC Financial Services Group
Pennsylvania
$30.5K +$30.5K +734 New
BC
430
Barrett & Company
Rhode Island
$22.3K – – –
SC
431
Schubert & Co
Texas
$19.1K – – –
GTAM
432
Global Trust Asset Management
Florida
$17.1K -$4.79K -115 -22%
IA
433
IFP Advisors
Florida
$16K -$57.4K -1,220 -78%
MPCL
434
My Personal CFO LLC
Washington
$9.78K +$9.78K +235 New
JFA
435
JNBA Financial Advisors
Minnesota
$8.86K -$416 -10 -4%
First Manhattan
436
First Manhattan
New York
$8.53K – – –
Bessemer Group
437
Bessemer Group
New Jersey
$1K -$68.5K -1,919 -99%
HNB
438
Huntington National Bank
Ohio
$42 – – –
SA
439
Shilanski & Associates
Alaska
– -$7.98M -205,568 Closed
CIA
440
Caerus Investment Advisors
Texas
– -$1.87M -48,098 Closed
NAM
441
NorthCrest Asset Manangement
Minnesota
– -$1.34M -34,498 Closed
MA
442
MUFG Americas
New York
– -$1.07M -27,446 Closed
SDH
443
Sloy Dahl & Holst
Washington
– -$811K -20,888 Closed
Citadel Advisors
444
Citadel Advisors
Florida
– -$583K -15,027 Closed
CI
445
CX Institutional
Indiana
– -$324K -8,349 Closed
CA
446
CGN Advisors
Kansas
– -$266K -6,864 Closed
FMWA
447
Forvis Mazars Wealth Advisors
Missouri
– -$244K -6,281 Closed
HA
448
Herold Advisors
New York
– -$243K -6,270 Closed
Goldman Sachs
449
Goldman Sachs
New York
– -$208K -5,349 Closed
IWA
450
Icon Wealth Advisors
Texas
– -$132K -3,390 Closed
15 16 17
18
19