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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
426
Private Portfolio Partners
New Jersey
$360K – – –
CIA
427
Cape Investment Advisory
Georgia
$357K +$52.2K +916 +17%
HKIMG
428
Hutchens & Kramer Investment Management Group
Indiana
$356K +$108K +1,905 +44%
HWP
429
Hibernia Wealth Partners
Louisiana
$355K +$101K +1,772 +40%
R
430
Rebalance
California
$353K +$684 +12 +0.2%
EP
431
Essential Planning
New Hampshire
$349K – – –
EWM
432
Evercore Wealth Management
New York
$348K – – –
DT
433
Diversified Trust
Tennessee
$348K – – –
CTC
434
Central Trust Company
Missouri
$348K – – –
Wells Fargo
435
Wells Fargo
California
$347K -$183K -3,206 -34%
EFS
436
Essex Financial Services
Connecticut
$336K +$23.9K +420 +8%
VCM
437
Versant Capital Management
Arizona
$330K +$456 +8 +0.1%
AWMG
438
Alliance Wealth Management Group
New Jersey
$326K -$236K -4,142 -42%
TCM
439
Towercrest Capital Management
Pennsylvania
$326K -$236K -4,142 -42%
CCWM
440
Cassaday & Co Wealth Management
Virginia
$323K – – –
FWCM
441
Ferguson Wellman Capital Management
Oregon
$321K – – –
BTWM
442
Baker Tilly Wealth Management
Wisconsin
$321K +$684 +12 +0.2%
SRCM
443
Signature Resources Capital Management
California
$321K – – –
AA
444
Apriem Advisors
California
$320K – – –
CFGS
445
Concourse Financial Group Securities
Alabama
$317K – – –
SWP
446
Strategic Wealth Partners
Ohio
$314K -$44K -773 -12%
VW
447
Vance Wealth
California
$308K +$12.8K +225 +4%
VFP
448
Verus Financial Partners
Virginia
$307K +$228 +4 +0.1%
PTC
449
Private Trust Company
Ohio
$305K – – –
BB
450
Busey Bank
Illinois
$304K -$3.99K -70 -1%
16 17
18
19 20