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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
PCA
3
Prosperity Capital Advisors
Ohio
$31M
4
TAM
4
TCP Asset Management
Ohio
$11.1M
5
FFM
5
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
426
Farther Finance Advisors
California
$86.1K +$86.1K +1,937 New
MAWA
427
Moss Adams Wealth Advisors
Washington
$85K +$85K +1,912 New
AA
428
Atmos Advisory
Pennsylvania
$79.3K +$222 +5 +0.3%
PCM
429
Perritt Capital Management
Illinois
$77.4K – – –
OC
430
Oakworth Capital
Alabama
$75.8K – – –
BA
431
Bristlecone Advisors
Washington
$71.4K +$71.4K +1,606 New
TFM
432
TFC Financial Management
Massachusetts
$56.5K +$178 +4 +0.3%
SN
433
Sittner & Nelson
Oregon
$56.4K – – –
SFC
434
SYM Financial Corp
Indiana
$55.4K – – –
PNC Financial Services Group
435
PNC Financial Services Group
Pennsylvania
$54.3K +$21.7K +488 +66%
DSC
436
Duncker Streett & Co
Missouri
$52K – – –
SPIA
437
Steward Partners Investment Advisory
New York
$50.6K – – –
EWP
438
Elevation Wealth Partners
California
$46.7K +$46.7K +1,052 New
GT
439
Glenmede Trust
Pennsylvania
$44.4K – – –
Commonwealth Equity Services
440
Commonwealth Equity Services
Massachusetts
$43.1K +$24 +547 +0.1%
PMFA
441
Plante Moran Financial Advisors
Michigan
$39.5K +$39.5K +889 New
AC
442
AlphaCore Capital
California
$38.7K -$115K -2,592 -75%
CT
443
Colonial Trust
South Carolina
$37.5K – – –
GG
444
Gleason Group
Kentucky
$36.9K +$133 +3 +0.4%
HI
445
Harbour Investments
Wisconsin
$36.7K +$133 +3 +0.4%
ACA
446
Atlas Capital Advisors
Wyoming
$33.8K – – –
BC
447
Barrett & Company
Rhode Island
$23.8K – – –
NA
448
NewEdge Advisors
Louisiana
$23.6K -$109K -2,462 -82%
SS
449
Sunbelt Securities
Texas
$23.2K +$23.2K +530 New
SC
450
Schubert & Co
Texas
$20.4K – – –
15 16 17
18
19