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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
26
McLean Asset Management
Virginia
$31.8M +$126K +3,183 +0.4%
AWM
27
AE Wealth Management
Kansas
$29.7M +$4.48M +115,286 +18%
AAM
28
Austin Asset Management
Texas
$28.7M +$563K +14,492 +2%
Truist Financial
29
Truist Financial
North Carolina
$28.4M -$1.75M -45,022 -6%
1WM
30
1900 Wealth Management
Texas
$27.8M -$927K -23,891 -3%
RS
31
Retirement Solution
Washington
$27.3M +$4.03M +103,835 +17%
WA
32
Wealthstream Advisors
New York
$26.9M -$162K -4,170 -0.6%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$26.5M +$12M +310,271 +83%
AIS
34
American Investment Services
Massachusetts
$24.7M +$363K +9,353 +1%
CPIG
35
Chicago Partners Investment Group
Illinois
$22.6M +$940K +22,721 +4%
SWA
36
Sax Wealth Advisors
New Jersey
$22.1M -$2.87K -74 -0%
KAS
37
Kestra Advisory Services
Texas
$21.3M -$6.18M -159,294 -23%
HIG
38
Heritage Investment Group
Florida
$20.3M -$27.2K -700 -0.1%
DFS
39
Dixon Fnancial Services
California
$19.3M -$32.9K -847 -0.2%
DEM
40
Disciplined Equity Management
Florida
$17.3M +$449K +11,560 +3%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$16.5M -$3.2M -82,498 -16%
AC
42
Apella Capital
Connecticut
$16.2M -$12.4K -320 -0.1%
LFG
43
Larson Financial Group
Missouri
$14.7M -$691K -17,789 -5%
CL
44
CPWM LLC
Washington
$14.6M +$7.7M +198,246 +111%
WCWM
45
Willow Creek Wealth Management
California
$14.6M +$5.23M +134,648 +56%
IDA
46
Intelligence Driven Advisers
California
$14.5M +$1.31M +32,293 +10%
WIM
47
Warwick Investment Management
Texas
$14.4M +$1.32M +35,646 +10%
HWMG
48
Hurlow Wealth Management Group
Indiana
$14.1M -$315K -8,119 -2%
JTWM
49
Jackson Thornton Wealth Management
Alabama
$13.8M -$444K -11,449 -3%
BPA
50
Beacon Pointe Advisors
California
$12.7M -$343K -8,837 -3%
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