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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$49.6M +$2.14M +45,887 +5%
AAM
27
Austin Asset Management
Texas
$49.5M +$1.5M +32,245 +3%
Mariner
28
Mariner
Kansas
$47M +$1.2M +25,803 +3%
EAM
29
Evanson Asset Management
California
$44.8M +$519K +11,147 +1%
CFO
30
Colony Family Offices
North Carolina
$43.7M +$53K +1,139 +0.1%
HWMT
31
Heritage Wealth Management (Texas)
Texas
$37.9M -$685K -14,705 -2%
Truist Financial
32
Truist Financial
North Carolina
$37.6M +$1.01M +21,656 +3%
1WM
33
1900 Wealth Management
Texas
$37.3M +$453K +9,724 +1%
MAM
34
McLean Asset Management
Virginia
$32.9M -$385K -8,142 -1%
AC
35
Apella Capital
Connecticut
$31.5M -$654K -14,050 -2%
WA
36
Wealthstream Advisors
New York
$31.3M -$819K -17,586 -3%
PCA
37
Prosperity Capital Advisors
Ohio
$30.8M +$345K +7,403 +1%
RFP
38
Root Financial Partners
California
$30.8M +$6.01M +129,198 +24%
AIS
39
American Investment Services
Massachusetts
$30.4M +$323K +6,932 +1%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$30.2M +$11.3M +242,458 +60%
SWA
41
Sax Wealth Advisors
New Jersey
$29.6M +$3.26M +70,067 +12%
AWM
42
AE Wealth Management
Kansas
$26.8M -$2.53M -54,256 -9%
CPIG
43
Chicago Partners Investment Group
Illinois
$26.6M -$192K -4,206 -0.7%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$24.3M +$2.15M +46,122 +10%
KAS
45
Kestra Advisory Services
Texas
$24.1M +$9.26M +199,018 +63%
RS
46
Retirement Solution
Washington
$24M -$2.27M -48,739 -9%
HIG
47
Heritage Investment Group
Florida
$24M -$19.3K -414 -0.1%
KCM
48
KM Capital Management
Texas
$23.6M +$1.89M +40,610 +9%
PCMC
49
Private Capital Management (Colorado)
Colorado
$23M +$2.43M +52,139 +12%
DFS
50
Dixon Fnancial Services
California
$22.5M -$448K -9,618 -2%
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