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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
PCA
3
Prosperity Capital Advisors
Ohio
$31M
4
TAM
4
TCP Asset Management
Ohio
$11.1M
5
FFM
5
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
51
Equitable Holdings
New York
$16.8M +$479K +10,789 +3%
PCMC
52
Private Capital Management (Colorado)
Colorado
$16.7M +$2.96M +66,734 +22%
IDA
53
Intelligence Driven Advisers
California
$15.4M -$578K -13,108 -4%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$15.2M +$1.91M +42,938 +14%
JTWM
55
Jackson Thornton Wealth Management
Alabama
$15M -$130K -2,919 -0.9%
CPA
56
Cardiff Park Advisors
California
$14.7M +$256K +5,759 +2%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$14.5M +$2.56M +57,614 +21%
RCI
58
RS Crum Inc
California
$14.3M +$1.5M +33,736 +12%
SP
59
Symmetry Partners
Connecticut
$14.2M +$11.2K +252 +0.1%
WIM
60
Warwick Investment Management
Texas
$14.2M -$666 -15 -0%
BPA
61
Beacon Pointe Advisors
California
$13.8M -$1.02M -22,948 -7%
KAS
62
Kestra Advisory Services
Texas
$13.4M -$16.9M -380,487 -56%
LFG
63
Larson Financial Group
Missouri
$13.3M -$170K -3,821 -1%
AP
64
Adero Partners
California
$12.8M – – –
MML Investors Services
65
MML Investors Services
Massachusetts
$12.5M +$5.32M +119,678 +74%
RWM
66
Ruedi Wealth Management
Illinois
$12M +$57.4K +1,293 +0.5%
PWM
67
PBMares Wealth Management
Virginia
$11.5M -$67.2K -1,512 -0.6%
KAM
68
KEB Asset Management
Illinois
$11.4M -$102K -2,287 -0.9%
PAG
69
Private Advisor Group
New Jersey
$11.3M +$693K +15,601 +7%
SWM
70
Spire Wealth Management
Virginia
$11.2M +$1.99M +44,812 +22%
TAM
71
TCP Asset Management
Ohio
$11.1M +$11.1M +250,007 New
AC
72
AWM Capital
Arizona
$10.4M +$355K +7,980 +4%
MWM
73
Meritas Wealth Management
California
$10.1M +$455K +10,242 +5%
CA
74
Claris Advisors
Missouri
$9.99M +$141K +3,177 +1%
CWM
75
CarsonAllaria Wealth Management
Illinois
$9.73M +$261K +5,869 +3%
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3
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