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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
Savant Capital
Illinois
$65.1M
4
MAC
Mason & Associates (California)
California
$18.3M
5
WIM
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
EP Wealth Advisors
California
$1.57M
2
RJA
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$201M
4
AC
Avestar Capital
New York
$13.4M
5
HWM
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
426
Wells Fargo
California
$184K -$228K -4,901 -55%
GI
427
Gradient Investments
Minnesota
$183K – – –
HH
428
HWG Holdings
Texas
$178K – – –
RCM
429
Raleigh Capital Management
North Carolina
$164K – – –
IWP
430
Icon Wealth Partners
Texas
$158K – – –
RP
431
Rowlandmiller & Partners
Georgia
$157K – – –
SVCP
432
Silicon Valley Capital Partners
California
$155K -$435K -9,339 -74%
BTI
433
Blue Trust Inc
Georgia
$155K – – –
FFA
434
Farther Finance Advisors
California
$152K +$83.3K +1,789 +121%
GWS
435
Glassman Wealth Services
Virginia
$146K – – –
FCG
436
Financial Connections Group
California
$136K – – –
TWM
437
Tradition Wealth Management
Minnesota
$134K +$467 +10 +0.3%
IWP
438
IAG Wealth Partners
Wisconsin
$115K -$10.5K -225 -8%
CSB
439
City State Bank
Iowa
$112K – – –
CSC
440
Caldwell Sutter Capital
California
$105K – – –
PP
441
PrairieView Partners
Minnesota
$105K – – –
Russell Investments Group
442
Russell Investments Group
United Kingdom
$103K -$2.65K -57 -3%
SWM
443
Sanctuary Wealth Management
Idaho
$85.2K – – –
LFA
444
Level Financial Advisors
New York
$84.8K – – –
TC
445
Truvestments Capital
Florida
$84.3K +$84.3K +1,812 New
AA
446
Atmos Advisory
Pennsylvania
$83.7K +$326 +7 +0.4%
PCM
447
Perritt Capital Management
Illinois
$81K – – –
OC
448
Oakworth Capital
Alabama
$79.4K – – –
HI
449
Harbour Investments
Wisconsin
$76.1K +$37.5K +805 +97%
BFPW
450
BOK Financial Private Wealth
Colorado
$76.1K – – –
16 17
18
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