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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.

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 %
BFS
476
Bard Financial Services
Connecticut
– -$1.17M -24,230 Closed
FPCG
477
Forum Private Client Group
Indiana
– -$930K -19,307 Closed
V
478
Veritable
Delaware
– -$714K -14,816 Closed
TH
479
Team Hewins
California
– -$617K -12,820 Closed
BJL
480
Brighton Jones LLC
Washington
– -$439K -9,108 Closed
ICM
481
Intrepid Capital Management
Florida
– -$404K -8,385 Closed
OAM
482
Occidental Asset Management
California
– -$276K -5,725 Closed
SPC
483
Sigma Planning Corp
Michigan
– -$267K -5,534 Closed
Rockefeller Capital Management
484
Rockefeller Capital Management
New York
– -$262K -5,444 Closed
MSWM
485
McGlone Suttner Wealth Management
Wisconsin
– -$229K -4,748 Closed
BPFA
486
Barnes Pettey Financial Advisors
Mississippi
– -$207K -4,305 Closed
BWM
487
BlackDiamond Wealth Management
New York
– -$213K -4,304 Closed
TA
488
Tiedemann Advisors
New York
– -$207K -4,294 Closed
PP
489
PDS Planning
Ohio
– -$204K -4,233 Closed
EI
490
Ellevest Inc
New York
– -$203K -4,211 Closed
LSA
491
Lion Street Advisors
Texas
– -$201K -4,000 Closed
SF
492
Safeguard Financial
Wisconsin
– -$134K -2,799 Closed
FA
493
Fiduciary Alliance
South Carolina
– -$61.6K -1,279 Closed
GT
494
Glenmede Trust
Pennsylvania
– -$44.4K -1,000 Closed
DI
495
Disciplined Investments
Oklahoma
– -$19.6K -408 Closed
16 17 18 19
20