DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
PCA
3
Prosperity Capital Advisors
Ohio
$31M
4
TAM
4
TCP Asset Management
Ohio
$11.1M
5
FFM
5
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$43.5M +$1.84M +41,375 +4%
EAM
27
Evanson Asset Management
California
$42.7M +$489K +11,008 +1%
AAM
28
Austin Asset Management
Texas
$40.9M +$8.03M +180,826 +24%
HWMT
29
Heritage Wealth Management (Texas)
Texas
$36.1M +$683K +15,367 +2%
Truist Financial
30
Truist Financial
North Carolina
$33.8M -$3.14M -70,632 -8%
1WM
31
1900 Wealth Management
Texas
$31.4M -$362K -8,529 -1%
MAM
32
McLean Asset Management
Virginia
$31.4M -$4.24M -95,374 -12%
PCA
33
Prosperity Capital Advisors
Ohio
$31M +$15.3M +343,386 +97%
WA
34
Wealthstream Advisors
New York
$30.6M -$60.1K -1,353 -0.2%
ZF
35
Zhang Financial
Michigan
$28.9M +$6.71M +150,978 +30%
AWM
36
AE Wealth Management
Kansas
$28.3M -$2M -45,060 -7%
AIS
37
American Investment Services
Massachusetts
$27.5M – – –
CPIG
38
Chicago Partners Investment Group
Illinois
$26.5M +$563K +12,590 +2%
RS
39
Retirement Solution
Washington
$25.2M -$1.53M -34,517 -6%
SWA
40
Sax Wealth Advisors
New Jersey
$23.9M -$35.9K -807 -0.1%
HIG
41
Heritage Investment Group
Florida
$23M -$205K -4,615 -0.9%
DFS
42
Dixon Fnancial Services
California
$22.1M -$1.78K -40 -0%
DEM
43
Disciplined Equity Management
Florida
$20.4M +$889K +20,017 +5%
HWMG
44
Hurlow Wealth Management Group
Indiana
$19.6M +$2.17M +48,901 +12%
RFP
45
Root Financial Partners
California
$19M +$19M +427,376 New
HighTower Advisors
46
HighTower Advisors
Illinois
$18.6M +$5.57M +125,302 +43%
KCM
47
KM Capital Management
Texas
$18.5M +$2.04M +45,992 +12%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$18.3M -$350K -7,879 -2%
WCWM
49
Willow Creek Wealth Management
California
$17.8M +$2.46M +55,450 +16%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$16.9M +$2M +45,092 +13%
1
2
3 4 5