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Dimensional US Equity ETF
DFUS

Overview Fund Activity

384 hedge funds and large institutions have $3.18B invested in Dimensional US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
384
Holders Change
+53
Holders Change %
+16.01%
% of All Funds
6.49%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.9%
New
72
Increased
124
Reduced
86
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.4M
2
MAM
2
McLean Asset Management
Virginia
$33.2M
3
AWM
3
AE Wealth Management
Kansas
$26.5M
4
AC
4
Apella Capital
Connecticut
$17M
5
KAS
5
Kestra Advisory Services
Texas
$28.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$188M
2
AF
2
Advisornet Financial
Minnesota
$2.55M
3
IFA
3
Index Fund Advisors
California
$240M
4
CL
4
CPWM LLC
Washington
$7.29M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$32.4M +$3.39M +83,224 +12%
Truist Financial
27
Truist Financial
North Carolina
$31.7M -$717K -17,593 -2%
1WM
28
1900 Wealth Management
Texas
$30.2M +$2.3M +56,355 +8%
AAM
29
Austin Asset Management
Texas
$29.6M +$736K +18,056 +3%
KAS
30
Kestra Advisory Services
Texas
$28.8M +$16.5M +405,097 +134%
WA
31
Wealthstream Advisors
New York
$28.4M -$1.29M -31,707 -4%
AWM
32
AE Wealth Management
Kansas
$26.5M +$26.5M +649,708 New
AIS
33
American Investment Services
Massachusetts
$25.5M +$79.5K +1,950 +0.3%
RS
34
Retirement Solution
Washington
$24.4M +$1.08M +26,503 +5%
CPIG
35
Chicago Partners Investment Group
Illinois
$23.3M +$2.4M +53,943 +11%
SWA
36
Sax Wealth Advisors
New Jersey
$23.2M +$663K +16,278 +3%
HIG
37
Heritage Investment Group
Florida
$21.4M -$102K -2,505 -0.5%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$20.7M +$5.3M +130,172 +35%
DFS
39
Dixon Fnancial Services
California
$20.3M -$64.8K -1,590 -0.3%
DEM
40
Disciplined Equity Management
Florida
$17.7M +$841K +20,634 +5%
AC
41
Apella Capital
Connecticut
$17M +$17M +417,666 New
LFG
42
Larson Financial Group
Missouri
$16.1M -$500K -12,260 -3%
FPAS
43
Focus Partners Advisor Solutions
Missouri
$15.2M +$4.79M +117,577 +46%
HWMG
44
Hurlow Wealth Management Group
Indiana
$15.1M +$15.1M +371,284 New
JTWM
45
Jackson Thornton Wealth Management
Alabama
$14.9M +$230K +5,643 +2%
WIM
46
Warwick Investment Management
Texas
$14.4M +$48.1K +1,181 +0.3%
BPA
47
Beacon Pointe Advisors
California
$13.6M -$1.19M -29,304 -8%
IDA
48
Intelligence Driven Advisers
California
$13.4M +$13.4M +324,754 New
CPA
49
Cardiff Park Advisors
California
$12.9M +$4.19M +102,904 +48%
HighTower Advisors
50
HighTower Advisors
Illinois
$12M -$1.62M -39,736 -12%
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