DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

544 hedge funds and large institutions have $5.39B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+71
Holders Change %
+15.01%
% of All Funds
7.97%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
89
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
+$76M
2
BSW
Buckingham Strategic Wealth
Missouri
+$31.1M
3
MAC
Mason & Associates (California)
California
+$29.5M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$21.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$17.4M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$113M
2
PCA
Prosperity Capital Advisors
Ohio
-$19.4M
3
PL
Plancorp LLC
Missouri
-$11.3M
4
MA
Mutual Advisors
Nebraska
-$9.23M
5
FPAS
Focus Partners Advisor Solutions
Missouri
-$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMG
476
Advisors Management Group
Wisconsin
$228K – – –
HKIMG
477
Hutchens & Kramer Investment Management Group
Indiana
$226K +$226K +4,358 New
AWA
478
Arkadios Wealth Advisors
Georgia
$223K – – –
KS
479
Karpas Strategies
Connecticut
$223K +$223K +4,296 New
FIA
480
Foundations Investment Advisors
Arizona
$223K +$223K +4,189 New
AG
481
AlTi Global
New York
$223K +$223K +4,294 New
PP
482
PDS Planning
Ohio
$221K +$221K +4,267 New
EI
483
Ellevest Inc
New York
$220K +$220K +4,244 New
BWM
484
BlackDiamond Wealth Management
New York
$220K +$220K +4,112 New
FSCM
485
Front Street Capital Management
Montana
$219K – – –
M
486
MOTCO
Texas
$217K – – –
CC
487
Capstone Capital
Nevada
$214K +$214K +4,133 New
AL
488
Aspiriant LLC
California
$211K +$211K +4,078 New
SS
489
Simplicity Solutions
Minnesota
$210K +$210K +4,056 New
BJL
490
Brighton Jones LLC
Washington
$207K +$207K +3,998 New
GI
491
Gradient Investments
Minnesota
$204K – – –
CCMG
492
Clark Capital Management Group
Pennsylvania
$203K +$203K +3,922 New
HH
493
HWG Holdings
Texas
$198K – – –
MSWM
494
McGlone Suttner Wealth Management
Wisconsin
$194K +$194K +3,747 New
RCM
495
Raleigh Capital Management
North Carolina
$182K – – –
IWA
496
Icon Wealth Advisors
Texas
$176K +$176K +3,390 New
RP
497
Rowlandmiller & Partners
Georgia
$175K – – –
SVCP
498
Silicon Valley Capital Partners
California
$173K +$778 +15 +0.5%
GWS
499
Glassman Wealth Services
Virginia
$163K – – –
FDCP
500
Foster Dykema Cabot & Partners
Massachusetts
$160K +$160K +3,087 New
18 19
20
21 22