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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$61.1M +$52.3K +918 +0.1%
SC
27
Savant Capital
Illinois
$59.8M -$26.8M -470,178 -31%
RFP
28
Root Financial Partners
California
$59.5M +$10.2M +178,503 +21%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$59.3M +$15.4M +270,609 +35%
AAM
30
Austin Asset Management
Texas
$58.9M -$559K -9,807 -0.9%
Mariner
31
Mariner
Kansas
$58.1M +$2.52M +44,262 +5%
CL
32
Choreo LLC
Illinois
$57.7M -$967K -16,968 -2%
LPL Financial
33
LPL Financial
California
$57M -$5.45M -95,571 -9%
EAM
34
Evanson Asset Management
California
$54.6M -$503K -8,830 -0.9%
CFO
35
Colony Family Offices
North Carolina
$54.2M +$638K +11,199 +1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$49.4M +$4.7M +82,417 +10%
HWMT
37
Heritage Wealth Management (Texas)
Texas
$47.1M +$236K +4,138 +0.5%
Truist Financial
38
Truist Financial
North Carolina
$47M +$794K +13,928 +2%
CPIG
39
Chicago Partners Investment Group
Illinois
$45.1M +$12.3M +222,927 +37%
1WM
40
1900 Wealth Management
Texas
$44.6M -$399K -7,007 -0.9%
MAM
41
McLean Asset Management
Virginia
$38.7M -$588K -10,410 -1%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$38.1M +$3.22M +56,549 +9%
RCI
43
RS Crum Inc
California
$37.3M +$11.4M +200,136 +44%
AIS
44
American Investment Services
Massachusetts
$37.2M -$112K -1,961 -0.3%
AC
45
Apella Capital
Connecticut
$36.3M -$1.36M -24,036 -4%
PCMC
46
Private Capital Management (Colorado)
Colorado
$36.3M +$3.66M +64,317 +11%
WCWM
47
Willow Creek Wealth Management
California
$35.5M +$1.93M +33,877 +6%
WA
48
Wealthstream Advisors
New York
$35.5M -$1.95M -34,193 -5%
KCM
49
KM Capital Management
Texas
$32.5M +$3.77M +66,229 +13%
KAS
50
Kestra Advisory Services
Texas
$32.1M +$2.04M +35,884 +7%
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