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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 %
PMFA
526
Plante Moran Financial Advisors
Michigan
$46.1K – – –
CPG
527
Cornerstone Planning Group
New Jersey
$44.6K – – –
CT
528
Colonial Trust
South Carolina
$43.8K – – –
GG
529
Gleason Group
Kentucky
$43.5K +$156 +3 +0.4%
ACA
530
Atlas Capital Advisors
Wyoming
$39.4K – – –
SN
531
Sittner & Nelson
Oregon
$37.8K – – –
Comerica Bank
532
Comerica Bank
Texas
$34.5K – – –
AC
533
AlphaCore Capital
California
$34.2K – – –
PA
534
Pineridge Advisors
Missouri
$29.1K +$29.1K +561 New
BC
535
Barrett & Company
Rhode Island
$27.8K – – –
SS
536
Sunbelt Securities
Texas
$27.8K +$104 +2 +0.4%
AA
537
Ancora Advisors
Ohio
$23.8K +$23.8K +460 New
GTAM
538
Global Trust Asset Management
Florida
$21.5K – – –
PS
539
Principal Securities
Iowa
$18.9K +$18.9K +364 New
TWA
540
Tandem Wealth Advisors
Arizona
$13.4K +$13.4K +259 New
JFA
541
JNBA Financial Advisors
Minnesota
$7.05K -$1.81K -35 -20%
QC
542
Quent Capital
New York
$1.04K +$207 +4 +25%
DFA
543
DHJJ Financial Advisors
Illinois
$519 – – –
AWM
544
Able Wealth Management
New Jersey
$207 +$207 +4 New
HNB
545
Huntington National Bank
Ohio
$52 -$47 – –
KAS
546
KPP Advisory Services
Kentucky
– -$5.88M -126,209 Closed
3LCM
547
3D/L Capital Management
Connecticut
– -$5.56M -119,483 Closed
AAS
548
Ameritas Advisory Services
Nebraska
– -$1.71M -36,646 Closed
GS
549
GTS Securities
New York
– -$1.15M -24,601 Closed
Citadel Advisors
550
Citadel Advisors
Florida
– -$969K -20,827 Closed
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