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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
426
Glassman Wealth Services
Virginia
$151K – – –
BTI
427
Blue Trust Inc
Georgia
$143K +$143K +3,214 New
FCG
428
Financial Connections Group
California
$141K – – –
TWM
429
Tradition Wealth Management
Minnesota
$138K +$434 +9 +0.3%
SF
430
Safeguard Financial
Wisconsin
$134K +$134K +2,799 New
IWP
431
IAG Wealth Partners
Wisconsin
$129K – – –
ME
432
McIlrath & Eck
Washington
$128K +$128K +2,655 New
CWP
433
Concord Wealth Partners
Virginia
$120K +$7.66K +159 +7%
CSB
434
City State Bank
Iowa
$116K – – –
Russell Investments Group
435
Russell Investments Group
United Kingdom
$109K +$109K +2,270 New
CSC
436
Caldwell Sutter Capital
California
$109K – – –
PP
437
PrairieView Partners
Minnesota
$109K – – –
SWM
438
Sanctuary Wealth Management
Idaho
$88.1K +$88.1K +1,830 New
LFA
439
Level Financial Advisors
New York
$87.7K +$87.7K +1,821 New
AA
440
Atmos Advisory
Pennsylvania
$86.3K +$289 +6 +0.3%
PCM
441
Perritt Capital Management
Illinois
$83.8K – – –
OC
442
Oakworth Capital
Alabama
$82.1K – – –
BFPW
443
BOK Financial Private Wealth
Colorado
$78.7K -$464K -9,628 -85%
FFA
444
Farther Finance Advisors
California
$71.1K -$22.2K -460 -24%
FA
445
Fiduciary Alliance
South Carolina
$61.6K +$61.6K +1,279 New
TFM
446
TFC Financial Management
Massachusetts
$61.4K +$193 +4 +0.3%
SN
447
Sittner & Nelson
Oregon
$61.2K – – –
SFC
448
SYM Financial Corp
Indiana
$60.1K – – –
PNC Financial Services Group
449
PNC Financial Services Group
Pennsylvania
$58.9K – – –
DSC
450
Duncker Streett & Co
Missouri
$56.3K – – –
16 17
18
19 20