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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 %
LBC
451
Lowe Brockenbrough & Co
Virginia
$304K -$357K -6,264 -54%
AFS
452
Annapolis Financial Services
Maryland
$302K -$2.11M -37,020 -87%
ECM
453
Evergreen Capital Management
Washington
$302K – – –
CCM
454
Coldstream Capital Management
Washington
$302K +$302K +5,296 New
MFWP
455
Mosaic Family Wealth Partners
Missouri
$301K +$301K +5,288 New
BSWA
456
Bromfield Sneider Wealth Advisors
Massachusetts
$300K – – –
WWC
457
Waypoint Wealth Counsel
Georgia
$296K – – –
CWAG
458
Compton Wealth Advisory Group
Virginia
$294K – – –
SCM
459
SOL Capital Management
Maryland
$294K +$7.41K +130 +3%
BC
460
Burney Company
Virginia
$292K +$292K +5,117 New
NAM
461
NTV Asset Management
West Virginia
$291K – – –
WTA
462
Washington Trust Advisors
Massachusetts
$290K – – –
FWM
463
Focused Wealth Management
New York
$284K -$20.2K -355 -7%
KS
464
Karpas Strategies
Connecticut
$282K +$36.8K +645 +15%
UB
465
UMB Bank
Missouri
$281K – – –
PAS
466
Park Avenue Securities
New York
$280K -$1.54K -27 -0.5%
BWG
467
Beta Wealth Group
California
$279K -$5.87K -103 -2%
PWIA
468
Porter White Investment Advisors
Alabama
$277K – – –
OCM
469
One Capital Management
California
$276K – – –
WIA
470
World Investment Advisors
California
$274K -$9.35K -164 -3%
FFWA
471
FRG Family Wealth Advisors
Washington
$273K – – –
PAG
472
Private Advisory Group
Washington
$271K – – –
NFA
473
Northern Financial Advisors
Michigan
$270K +$228 +4 +0.1%
WWM
474
Whalen Wealth Management
Nevada
$269K – – –
CWA
475
Canvas Wealth Advisors
Kansas
$269K +$269K +4,938 New
17 18
19
20 21