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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
1
Intelligence Driven Advisers
California
$92.5M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
3
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
2
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
3
Plancorp LLC
Missouri
$272M
4
MA
4
Mutual Advisors
Nebraska
$8.52M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
26
Austin Asset Management
Texas
$54.1M -$1.01M -19,476 -2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$54M -$1.22M -23,611 -2%
CL
28
Choreo LLC
Illinois
$53.4M -$2.07M -39,973 -4%
Mariner
29
Mariner
Kansas
$50.5M -$1.81M -34,939 -3%
EAM
30
Evanson Asset Management
California
$50.1M +$195K +3,765 +0.4%
MAC
31
Mason & Associates (California)
California
$49.8M +$29.5M +569,455 +145%
CFO
32
Colony Family Offices
North Carolina
$48.8M +$144K +2,778 +0.3%
RFP
33
Root Financial Partners
California
$44.9M +$10.7M +205,735 +31%
HWMT
34
Heritage Wealth Management (Texas)
Texas
$42.6M +$420K +8,112 +1%
Truist Financial
35
Truist Financial
North Carolina
$42M +$175K +3,380 +0.4%
1WM
36
1900 Wealth Management
Texas
$40.9M -$660K -12,726 -2%
SWA
37
Sax Wealth Advisors
New Jersey
$40.9M +$7.9M +152,371 +24%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$40.7M +$21.8M +420,121 +115%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$39.9M +$17.4M +335,310 +77%
MAM
40
McLean Asset Management
Virginia
$35.4M -$118K -2,319 -0.3%
WA
41
Wealthstream Advisors
New York
$34.1M -$726K -14,005 -2%
AIS
42
American Investment Services
Massachusetts
$34M +$91.7K +1,770 +0.3%
AC
43
Apella Capital
Connecticut
$33.9M -$485K -9,543 -1%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$31.7M +$4.61M +88,942 +17%
CPIG
45
Chicago Partners Investment Group
Illinois
$31.4M +$687K +13,040 +2%
WCWM
46
Willow Creek Wealth Management
California
$30.6M +$7.98M +153,993 +35%
PCMC
47
Private Capital Management (Colorado)
Colorado
$29.7M +$4.11M +79,301 +16%
AWM
48
AE Wealth Management
Kansas
$29.4M -$1.11M -20,867 -4%
Bank of America
49
Bank of America
North Carolina
$27.7M +$8.18M +157,835 +42%
KAS
50
Kestra Advisory Services
Texas
$27.3M +$514K +9,924 +2%
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