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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 %
TWM
501
Tradition Wealth Management
Minnesota
$149K +$672 +13 +0.5%
FCG
502
Financial Connections Group
California
$147K -$5.07K -98 -3%
ME
503
McIlrath & Eck
Washington
$134K -$649K -12,522 -83%
SWM
504
Sanctuary Wealth Management
Idaho
$129K +$33.8K +653 +36%
CSB
505
City State Bank
Iowa
$128K +$2.6K +50 +2%
IWP
506
IAG Wealth Partners
Wisconsin
$128K – – –
EC
507
EdgeRock Capital
Colorado
$127K +$127K +2,367 New
PP
508
PrairieView Partners
Minnesota
$118K – – –
CSC
509
Caldwell Sutter Capital
California
$117K – – –
BTI
510
Blue Trust Inc
Georgia
$106K -$43.9K -941 -29%
Russell Investments Group
511
Russell Investments Group
United Kingdom
$98.9K -$15.8K -304 -14%
W
512
WealthCollab
Washington
$96.4K +$96.4K +1,860 New
LFA
513
Level Financial Advisors
New York
$94.4K – – –
TC
514
Truvestments Capital
Florida
$94.3K +$415 +8 +0.4%
AA
515
Atmos Advisory
Pennsylvania
$93.6K +$415 +8 +0.4%
PCM
516
Perritt Capital Management
Illinois
$90.6K +$363 +7 +0.4%
OC
517
Oakworth Capital
Alabama
$88.4K – – –
BFPW
518
BOK Financial Private Wealth
Colorado
$84.7K – – –
Qube Research & Technologies (QRT)
519
Qube Research & Technologies (QRT)
United Kingdom
$78.4K +$75.8K +1,463 +2,986%
AF
520
Arrow Financial
New York
$76.9K +$76.9K +1,484 New
TFM
521
TFC Financial Management
Massachusetts
$66.6K +$311 +6 +0.5%
SFC
522
SYM Financial Corp
Indiana
$64.6K – – –
HI
523
Harbour Investments
Wisconsin
$62.6K -$22.2K -428 -26%
DSC
524
Duncker Streett & Co
Missouri
$60.6K – – –
EWP
525
Elevation Wealth Partners
California
$54K +$259 +5 +0.5%
19 20
21
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