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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCWM
51
Willow Creek Wealth Management
California
$14.4M -$1.31M -31,484 -8%
JTWM
52
Jackson Thornton Wealth Management
Alabama
$14.2M -$549K -13,195 -4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$13.9M +$3.05M +73,296 +28%
BPA
54
Beacon Pointe Advisors
California
$13.9M +$279K +6,706 +2%
CPA
55
Cardiff Park Advisors
California
$13.5M +$48.8K +1,173 +0.4%
SP
56
Symmetry Partners
Connecticut
$13.3M +$262K +6,300 +2%
WIM
57
Warwick Investment Management
Texas
$13.3M -$2.91M -69,856 -18%
PCMC
58
Private Capital Management (Colorado)
Colorado
$12.8M +$4.29M +103,160 +50%
LFG
59
Larson Financial Group
Missouri
$12.6M -$3.12M -75,045 -20%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$12.4M -$16M -385,189 -56%
HighTower Advisors
61
HighTower Advisors
Illinois
$12.2M -$171K -4,105 -1%
AP
62
Adero Partners
California
$12M – – –
RCI
63
RS Crum Inc
California
$12M +$590K +14,175 +5%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$11.2M +$11.1M +267,651 +36,715%
RWM
65
Ruedi Wealth Management
Illinois
$11.1M +$11.1M +267,920 New
PWM
66
PBMares Wealth Management
Virginia
$10.8M +$172K +4,124 +2%
KAM
67
KEB Asset Management
Illinois
$10.8M +$10.4K +251 +0.1%
AC
68
AWM Capital
Arizona
$9.45M -$32.6K -784 -0.3%
CA
69
Claris Advisors
Missouri
$9.22M -$304K -7,314 -3%
MWM
70
Meritas Wealth Management
California
$9.01M +$9.01M +216,439 New
CWM
71
CarsonAllaria Wealth Management
Illinois
$8.87M +$1.21M +29,029 +16%
SWM
72
Spire Wealth Management
Virginia
$8.62M +$356K +8,551 +4%
SWP
73
Stratos Wealth Partners
Ohio
$8.24M -$246K -5,905 -3%
SFS
74
Security Financial Services
Indiana
$8.2M -$70.4K -1,691 -0.9%
Osaic Holdings
75
Osaic Holdings
Arizona
$8.09M +$1.6M +38,476 +25%
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