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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 %
VPIM
476
Vanguard Personalized Indexing Management
California
$268K – – –
CTWM
477
Cherry Tree Wealth Management
Minnesota
$267K – – –
AWM
478
Accel Wealth Management
Iowa
$267K – – –
WAM
479
Weatherly Asset Management
California
$265K – – –
GD
480
Grandfield & Dodd
New York
$262K -$19.9K -350 -7%
WP
481
Westmount Partners
California
$260K – – –
TWP
482
Tyche Wealth Partners
Texas
$259K – – –
FI
483
Financial Insights
Washington
$258K – – –
LNC
484
Lincoln National Corp
Pennsylvania
$258K +$258K +4,526 New
DWA
485
Delap Wealth Advisory
Oregon
$257K – – –
FIA
486
Foundations Investment Advisors
Arizona
$257K +$18.1K +317 +8%
MWP
487
Meridian Wealth Partners
Pennsylvania
$256K – – –
BOC
488
Bull Oak Capital
California
$253K -$285 -5 -0.1%
CCM
489
Carlson Capital Management
Minnesota
$253K -$2.44M -42,888 -91%
AMG
490
Advisors Management Group
Wisconsin
$250K – – –
AWA
491
Arkadios Wealth Advisors
Georgia
$245K – – –
AG
492
AlTi Global
New York
$245K – – –
PP
493
PDS Planning
Ohio
$244K +$456 +8 +0.2%
EI
494
Ellevest Inc
New York
$242K +$570 +10 +0.2%
M
495
MOTCO
Texas
$238K – – –
SFP
496
Sterling Financial Planning
New Jersey
$237K +$237K +4,165 New
CC
497
Capstone Capital
Nevada
$235K – – –
AL
498
Aspiriant LLC
California
$232K – – –
BWM
499
BlackDiamond Wealth Management
New York
$230K -$4.27K -75 -2%
BIG
500
Builder Investment Group
Georgia
$229K -$22K -386 -9%
18 19
20
21 22