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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.37%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
1
Avestar Capital
New York
$17.3M
2
ZF
2
Zhang Financial
Michigan
$42.8M
3
CWG
3
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
1
Warwick Investment Management
Texas
$0
2
SIS
2
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$169M
4
CFO
4
Colony Family Offices
North Carolina
$45.1M
5
PL
5
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$20.1M +$325K +6,749 +2%
FPAS
52
Focus Partners Advisor Solutions
Missouri
$19.6M +$3.14M +65,255 +19%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$19.4M +$1.08M +22,512 +6%
EH
54
Equitable Holdings
New York
$19.2M +$1.06M +22,041 +6%
RCI
55
RS Crum Inc
California
$17.6M +$2.05M +42,653 +13%
AC
56
Avestar Capital
New York
$17.3M +$16.6M +343,841 +2,113%
PAG
57
Private Advisor Group
New Jersey
$16.4M +$3.89M +79,082 +31%
MML Investors Services
58
MML Investors Services
Massachusetts
$16.3M +$2.73M +56,761 +20%
IDA
59
Intelligence Driven Advisers
California
$16.3M -$331K -6,944 -2%
JTWM
60
Jackson Thornton Wealth Management
Alabama
$16.2M -$77.8K -1,615 -0.5%
CPA
61
Cardiff Park Advisors
California
$16M +$118K +2,460 +0.7%
SP
62
Symmetry Partners
Connecticut
$15.4M -$4.62K -96 -0%
KAS
63
Kestra Advisory Services
Texas
$15.3M +$800K +16,613 +6%
TAM
64
TCP Asset Management
Ohio
$15.3M +$3.25M +67,491 +27%
Bank of America
65
Bank of America
North Carolina
$14.6M +$5.73M +119,027 +65%
LFG
66
Larson Financial Group
Missouri
$14.2M -$183K -3,794 -1%
AP
67
Adero Partners
California
$13.6M -$332K -6,885 -2%
BPA
68
Beacon Pointe Advisors
California
$13.4M -$1.53M -31,712 -10%
RWM
69
Ruedi Wealth Management
Illinois
$12.7M -$235K -4,886 -2%
MA
70
Mutual Advisors
Nebraska
$12.6M +$4.56M +94,615 +57%
KAM
71
KEB Asset Management
Illinois
$12.3M -$130K -2,695 -1%
SWM
72
Spire Wealth Management
Virginia
$12.1M -$27.3K -566 -0.2%
SFS
73
Sowell Financial Services
Arkansas
$12.1M +$5.17M +107,442 +75%
DAS
74
Dynamic Advisor Solutions
Arizona
$11.6M +$2.33M +48,369 +25%
PWM
75
PBMares Wealth Management
Virginia
$11.5M -$986K -20,472 -8%
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