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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.37%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
1
Avestar Capital
New York
$17.3M
2
ZF
2
Zhang Financial
Michigan
$42.8M
3
CWG
3
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
1
Warwick Investment Management
Texas
$0
2
SIS
2
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$169M
4
CFO
4
Colony Family Offices
North Carolina
$45.1M
5
PL
5
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
Evanson Asset Management
California
$45.8M -$420K -8,725 -0.9%
CFO
27
Colony Family Offices
North Carolina
$45.1M -$3.72M -77,319 -8%
ZF
28
Zhang Financial
Michigan
$42.8M +$11.5M +237,872 +37%
HWMT
29
Heritage Wealth Management (Texas)
Texas
$39.9M +$763K +15,853 +2%
1WM
30
1900 Wealth Management
Texas
$38.1M +$2.42M +50,252 +7%
Truist Financial
31
Truist Financial
North Carolina
$37.8M +$1.2M +24,820 +3%
MAM
32
McLean Asset Management
Virginia
$34M -$71.9K -1,493 -0.2%
AC
33
Apella Capital
Connecticut
$33.3M +$33.3M +690,472 New
WA
34
Wealthstream Advisors
New York
$33.2M +$41.6K +863 +0.1%
PCA
35
Prosperity Capital Advisors
Ohio
$31.5M -$2.08M -43,143 -6%
AIS
36
American Investment Services
Massachusetts
$31.1M -$645K -13,396 -2%
AWM
37
AE Wealth Management
Kansas
$30.4M -$347K -7,197 -1%
CPIG
38
Chicago Partners Investment Group
Illinois
$28.8M -$226K -4,607 -0.8%
SWA
39
Sax Wealth Advisors
New Jersey
$27.3M +$1.36M +28,340 +5%
RS
40
Retirement Solution
Washington
$27.2M -$185K -3,848 -0.7%
RFP
41
Root Financial Partners
California
$25.6M +$5.02M +104,281 +24%
HIG
42
Heritage Investment Group
Florida
$24.8M -$93.3K -1,938 -0.4%
DFS
43
Dixon Fnancial Services
California
$23.7M -$184K -3,826 -0.8%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$23M +$7.27M +150,887 +46%
KCM
45
KM Capital Management
Texas
$22.4M +$2.34M +48,528 +12%
DEM
46
Disciplined Equity Management
Florida
$22.1M -$7.27K -151 -0%
HWMG
47
Hurlow Wealth Management Group
Indiana
$21.5M +$234K +4,853 +1%
PCMC
48
Private Capital Management (Colorado)
Colorado
$21.3M +$3.2M +66,392 +18%
WCWM
49
Willow Creek Wealth Management
California
$20.4M +$1.06M +21,943 +5%
HighTower Advisors
50
HighTower Advisors
Illinois
$20.4M +$139K +2,885 +0.7%
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