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Dimensional US Equity ETF
DFUS

Overview Fund Activity

544 hedge funds and large institutions have $5.39B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+71
Holders Change %
+15.01%
% of All Funds
7.97%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
89
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
+$76M
2
BSW
Buckingham Strategic Wealth
Missouri
+$31.1M
3
MAC
Mason & Associates (California)
California
+$29.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.4M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$113M
2
PCA
Prosperity Capital Advisors
Ohio
-$19.4M
3
PL
Plancorp LLC
Missouri
-$11.3M
4
MA
Mutual Advisors
Nebraska
-$9.23M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
426
Evercore Wealth Management
New York
$317K – – –
CTC
427
Central Trust Company
Missouri
$316K – – –
AIM
428
Acropolis Investment Management
Missouri
$303K – – –
VCM
429
Versant Capital Management
Arizona
$300K +$933 +18 +0.3%
LA
430
Lynch & Associates
Indiana
$298K +$30.4K +586 +11%
CA
431
Cetera Advisors
Colorado
$298K – – –
CCWM
432
Cassaday & Co Wealth Management
Virginia
$294K – – –
FWCM
433
Ferguson Wellman Capital Management
Oregon
$292K – – –
BTWM
434
Baker Tilly Wealth Management
Wisconsin
$291K +$1.3K +25 +0.4%
FFA
435
Frazier Financial Advisors
Ohio
$291K +$291K +5,616 New
AA
436
Apriem Advisors
California
$291K – – –
CFGS
437
Concourse Financial Group Securities
Alabama
$288K -$119K -2,303 -29%
VFP
438
Verus Financial Partners
Virginia
$285K +$530 +10 +0.2%
EFS
439
Essex Financial Services
Connecticut
$284K +$20.7K +400 +8%
BB
440
Busey Bank
Illinois
$280K -$2.85K -55 -1%
CIA
441
Cape Investment Advisory
Georgia
$277K – – –
PTC
442
Private Trust Company
Ohio
$277K – – –
FWM
443
Focused Wealth Management
New York
$276K – – –
ECM
444
Evergreen Capital Management
Washington
$275K – – –
BSWA
445
Bromfield Sneider Wealth Advisors
Massachusetts
$273K – – –
WWC
446
Waypoint Wealth Counsel
Georgia
$269K – – –
VW
447
Vance Wealth
California
$269K +$269K +5,183 New
CWAG
448
Compton Wealth Advisory Group
Virginia
$268K – – –
NAM
449
NTV Asset Management
West Virginia
$265K – – –
WTA
450
Washington Trust Advisors
Massachusetts
$264K – – –
16 17
18
19 20