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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
51
Asset Dedication LLC
California
$21.9M +$12.9M +277,562 +145%
HWMG
52
Hurlow Wealth Management Group
Indiana
$21.2M +$407K +8,747 +2%
DEM
53
Disciplined Equity Management
Florida
$21.1M -$235K -5,051 -1%
WCWM
54
Willow Creek Wealth Management
California
$20.3M +$610K +13,114 +3%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$20.3M +$789K +16,951 +4%
HighTower Advisors
56
HighTower Advisors
Illinois
$19.5M -$191K -4,111 -1%
EH
57
Equitable Holdings
New York
$18.8M +$171K +3,675 +0.9%
RCI
58
RS Crum Inc
California
$18.7M +$1.77M +38,055 +10%
MAC
59
Mason & Associates (California)
California
$18.3M +$18M +387,205 +7,868%
Bank of America
60
Bank of America
North Carolina
$17.5M +$3.4M +73,078 +24%
Osaic Holdings
61
Osaic Holdings
Arizona
$17.2M +$6.29M +135,155 +58%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$17M -$1.73M -37,133 -9%
DAS
63
Dynamic Advisor Solutions
Arizona
$16.9M +$5.69M +122,255 +51%
MML Investors Services
64
MML Investors Services
Massachusetts
$16.5M +$704K +15,121 +4%
MA
65
Mutual Advisors
Nebraska
$15.9M +$3.78M +81,261 +31%
CPA
66
Cardiff Park Advisors
California
$15.7M +$174K +3,737 +1%
JTWM
67
Jackson Thornton Wealth Management
Alabama
$15.6M -$103K -2,222 -0.7%
SP
68
Symmetry Partners
Connecticut
$14.9M -$31.3K -672 -0.2%
WIM
69
Warwick Investment Management
Texas
$14.8M +$14.8M +318,330 New
TAM
70
TCP Asset Management
Ohio
$14.6M -$206K -4,430 -1%
IDA
71
Intelligence Driven Advisers
California
$14.5M -$1.26M -27,231 -8%
BPA
72
Beacon Pointe Advisors
California
$14.3M +$1.35M +29,084 +10%
LFG
73
Larson Financial Group
Missouri
$13.6M -$146K -3,127 -1%
SFS
74
Sowell Financial Services
Arkansas
$13.5M +$1.85M +39,686 +16%
AC
75
Avestar Capital
New York
$13.4M -$3.39M -72,924 -20%
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