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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 %
BJL
501
Brighton Jones LLC
Washington
$228K +$513 +9 +0.2%
GI
502
Gradient Investments
Minnesota
$224K – – –
Fisher Asset Management
503
Fisher Asset Management
Washington
$219K +$219K +3,841 New
TCWM
504
Total Clarity Wealth Management
Illinois
$219K +$219K +3,838 New
ECG
505
Edge Capital Group
Georgia
$218K +$218K +3,834 New
AO
506
Advisor OS
Illinois
$214K +$214K +3,748 New
MA
507
MJP Associates
Connecticut
$214K +$214K +3,748 New
PWM
508
Proathlete Wealth Management
Florida
$211K +$211K +3,705 New
BF
509
Brooklyn FI
New York
$209K +$209K +3,676 New
SIM
510
Stratos Investment Management
Ohio
$203K +$203K +3,566 New
YIA
511
YHB Investment Advisors
Connecticut
$203K +$203K +3,566 New
FMWA
512
Forvis Mazars Wealth Advisors
Missouri
$200K +$200K +3,513 New
RCM
513
Raleigh Capital Management
North Carolina
$200K – – –
IWA
514
Icon Wealth Advisors
Texas
$193K – – –
RP
515
Rowlandmiller & Partners
Georgia
$192K – – –
SVCP
516
Silicon Valley Capital Partners
California
$191K +$399 +7 +0.2%
GWS
517
Glassman Wealth Services
Virginia
$179K – – –
FCG
518
Financial Connections Group
California
$162K – – –
CFB
519
Cullen/Frost Bankers
Texas
$150K +$150K +2,629 New
ME
520
McIlrath & Eck
Washington
$147K +$285 +5 +0.2%
CSB
521
City State Bank
Iowa
$140K – – –
AIM
522
Acropolis Investment Management
Missouri
$140K -$194K -3,404 -58%
PP
523
PrairieView Partners
Minnesota
$130K – – –
BTI
524
Blue Trust Inc
Georgia
$130K – – –
CSC
525
Caldwell Sutter Capital
California
$129K – – –
19 20
21
22 23