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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
51
Cardiff Park Advisors
California
$12.6M +$261K +6,724 +2%
EH
52
Equitable Holdings
New York
$12.3M +$1.64M +42,261 +15%
SP
53
Symmetry Partners
Connecticut
$12.2M +$1.35M +34,680 +12%
AP
54
Adero Partners
California
$11.9M – – –
HighTower Advisors
55
HighTower Advisors
Illinois
$11.6M +$146K +3,769 +1%
RCI
56
RS Crum Inc
California
$10.6M +$1.12M +28,746 +12%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$10.1M +$827K +21,297 +9%
KAM
58
KEB Asset Management
Illinois
$10.1M -$155K -3,989 -2%
PWM
59
PBMares Wealth Management
Virginia
$9.93M -$28.3K -729 -0.3%
AC
60
AWM Capital
Arizona
$9.81M -$873K -20,261 -8%
CA
61
Claris Advisors
Missouri
$8.89M +$291K +7,500 +3%
PCMC
62
Private Capital Management (Colorado)
Colorado
$7.98M +$1.23M +31,732 +18%
SA
63
Shilanski & Associates
Alaska
$7.98M +$7.98M +205,568 New
SWP
64
Stratos Wealth Partners
Ohio
$7.92M +$5.34M +137,607 +207%
MML Investors Services
65
MML Investors Services
Massachusetts
$7.77M -$2.7M -69,593 -26%
SFS
66
Security Financial Services
Indiana
$7.72M -$141K -3,628 -2%
SWM
67
Spire Wealth Management
Virginia
$7.71M -$2.05M -52,696 -21%
HWM
68
Hemington Wealth Management
Virginia
$7.42M -$63.5K -1,637 -0.8%
RA
69
RFG Advisory
Alabama
$7.37M -$612K -14,704 -8%
IAG
70
Investmark Advisory Group
Connecticut
$7.37M +$654K +16,857 +10%
CWM
71
CarsonAllaria Wealth Management
Illinois
$7.15M +$380K +9,788 +6%
CAM
72
Cresset Asset Management
Illinois
$6.96M -$84K -2,164 -1%
TB
73
Treynor Bancshares
Iowa
$6.8M -$73.2K -1,886 -1%
PAG
74
Private Advisor Group
New Jersey
$6.55M +$960K +24,738 +17%
HIGP
75
Hill Investment Group Partners
Missouri
$6.51M -$70.5K -1,815 -1%
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