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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$39M +$2.61M +62,823 +7%
FFM
27
Flagstone Financial Management
Nebraska
$36.6M +$36.6M +880,683 New
Truist Financial
28
Truist Financial
North Carolina
$34.6M +$4.14M +99,548 +14%
MAM
29
McLean Asset Management
Virginia
$33.4M -$136K -3,270 -0.4%
HWMT
30
Heritage Wealth Management (Texas)
Texas
$33.2M +$33.2M +797,100 New
1WM
31
1900 Wealth Management
Texas
$31.2M +$1.38M +33,260 +5%
AAM
32
Austin Asset Management
Texas
$28.7M – – –
WA
33
Wealthstream Advisors
New York
$28.7M -$85.5K -2,054 -0.3%
AWM
34
AE Wealth Management
Kansas
$28.4M -$3.41M -82,017 -11%
KAS
35
Kestra Advisory Services
Texas
$28.4M +$5.59M +134,248 +25%
AIS
36
American Investment Services
Massachusetts
$27.5M +$983K +23,628 +4%
CPIG
37
Chicago Partners Investment Group
Illinois
$26.2M +$1.46M +32,286 +6%
RS
38
Retirement Solution
Washington
$25.1M -$4.2M -100,825 -14%
SWA
39
Sax Wealth Advisors
New Jersey
$22.4M -$1.32M -31,671 -6%
HIG
40
Heritage Investment Group
Florida
$21.7M -$79.1K -1,900 -0.4%
ZF
41
Zhang Financial
Michigan
$20.8M +$19.3M +464,483 +1,326%
DFS
42
Dixon Fnancial Services
California
$20.7M -$10.4K -250 -0.1%
DEM
43
Disciplined Equity Management
Florida
$18.2M -$260K -6,258 -1%
AC
44
Apella Capital
Connecticut
$17.8M +$452K +10,874 +3%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$17.4M -$227K -5,452 -1%
HWMG
46
Hurlow Wealth Management Group
Indiana
$16.3M +$1.23M +29,509 +8%
KCM
47
KM Capital Management
Texas
$15.4M +$15.4M +371,091 New
EH
48
Equitable Holdings
New York
$15.2M +$2.09M +50,178 +16%
IDA
49
Intelligence Driven Advisers
California
$15.2M +$170K +4,022 +1%
PCA
50
Prosperity Capital Advisors
Ohio
$14.8M +$14.8M +354,693 New
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