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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 %
SCM
451
SOL Capital Management
Maryland
$261K +$261K +5,030 New
BWG
452
Beta Wealth Group
California
$259K -$29.5K -570 -10%
FFWA
453
FRG Family Wealth Advisors
Washington
$259K – – –
CAM
454
CPA Asset Management
Florida
$258K +$258K +4,974 New
WIA
455
World Investment Advisors
California
$257K +$1.19K +23 +0.5%
GD
456
Grandfield & Dodd
New York
$257K -$10.4K -200 -4%
PAS
457
Park Avenue Securities
New York
$256K – – –
UB
458
UMB Bank
Missouri
$256K – – –
PWIA
459
Porter White Investment Advisors
Alabama
$252K – – –
OCM
460
One Capital Management
California
$250K – – –
PAG
461
Private Advisory Group
Washington
$247K – – –
NFA
462
Northern Financial Advisors
Michigan
$245K -$54K -1,041 -18%
WWM
463
Whalen Wealth Management
Nevada
$245K +$245K +4,725 New
VPIM
464
Vanguard Personalized Indexing Management
California
$244K +$244K +4,707 New
CTWM
465
Cherry Tree Wealth Management
Minnesota
$243K -$97.6K -1,884 -29%
AWM
466
Accel Wealth Management
Iowa
$242K +$15K +290 +7%
WAM
467
Weatherly Asset Management
California
$241K – – –
WP
468
Westmount Partners
California
$236K – – –
TWP
469
Tyche Wealth Partners
Texas
$235K +$235K +4,538 New
FI
470
Financial Insights
Washington
$235K – – –
DWA
471
Delap Wealth Advisory
Oregon
$234K -$5.03K -97 -2%
MWP
472
Meridian Wealth Partners
Pennsylvania
$233K – – –
HWP
473
Hibernia Wealth Partners
Louisiana
$231K +$231K +4,460 New
BOC
474
Bull Oak Capital
California
$231K -$31.5K -608 -12%
BIG
475
Builder Investment Group
Georgia
$228K +$1.04K +20 +0.5%
17 18
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