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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
1
Intelligence Driven Advisers
California
$92.5M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
3
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
2
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
3
Plancorp LLC
Missouri
$272M
4
MA
4
Mutual Advisors
Nebraska
$8.52M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATI
51
ARK & TLK Investments
Oklahoma
$27.3M +$27.3M +525,843 New
FPAS
52
Focus Partners Advisor Solutions
Missouri
$26.7M -$6.92M -133,419 -21%
HIG
53
Heritage Investment Group
Florida
$26.7M -$39K -753 -0.1%
RS
54
Retirement Solution
Washington
$26.2M -$507K -9,778 -2%
KCM
55
KM Capital Management
Texas
$26.1M -$113K -2,177 -0.4%
DEM
56
Disciplined Equity Management
Florida
$25.1M +$1.58M +30,422 +7%
DFS
57
Dixon Fnancial Services
California
$25M -$60.7K -1,171 -0.2%
HWMG
58
Hurlow Wealth Management Group
Indiana
$23.9M +$277K +5,335 +1%
RCI
59
RS Crum Inc
California
$23.5M +$2.66M +51,242 +13%
EH
60
Equitable Holdings
New York
$22.1M +$1.21M +23,439 +6%
HighTower Advisors
61
HighTower Advisors
Illinois
$21.3M -$348K -6,712 -2%
DAS
62
Dynamic Advisor Solutions
Arizona
$20.7M +$2.24M +43,992 +12%
ADL
63
Asset Dedication LLC
California
$20.4M -$3.89M -75,086 -16%
FWM
64
FMFE Wealth Management
New York
$19.6M +$19.6M +379,023 New
JTWM
65
Jackson Thornton Wealth Management
Alabama
$18.9M +$1.6M +30,780 +9%
MML Investors Services
66
MML Investors Services
Massachusetts
$18.8M +$415K +8,006 +2%
BPA
67
Beacon Pointe Advisors
California
$17.6M +$1.65M +31,864 +10%
CPA
68
Cardiff Park Advisors
California
$17.5M +$83.5K +1,611 +0.5%
TAM
69
TCP Asset Management
Ohio
$17M +$747K +14,419 +5%
WIM
70
Warwick Investment Management
Texas
$16.6M +$123K +2,367 +0.7%
SP
71
Symmetry Partners
Connecticut
$16.5M -$102K -1,965 -0.6%
SFS
72
Security Financial Services
Indiana
$16.3M +$6.87M +132,542 +73%
PAG
73
Private Advisor Group
New Jersey
$16.3M +$1.53M +29,595 +10%
SFS
74
Sowell Financial Services
Arkansas
$16.2M +$1.19M +22,907 +8%
SIS
75
Strategic Investment Solutions
Illinois
$15.4M -$113M -2,173,206 -88%
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