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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
51
Bank of America
North Carolina
$31.9M +$1.46M +25,661 +5%
MAC
52
Mason & Associates (California)
California
$31.8M -$23M -402,804 -42%
HIG
53
Heritage Investment Group
Florida
$29.3M -$30.8K -540 -0.1%
ATI
54
ARK & TLK Investments
Oklahoma
$29.1M -$825K -14,483 -3%
RS
55
Retirement Solution
Washington
$28.5M -$256K -4,493 -0.9%
HighTower Advisors
56
HighTower Advisors
Illinois
$28.2M +$4.77M +83,732 +20%
DEM
57
Disciplined Equity Management
Florida
$27.8M +$209K +3,662 +0.8%
EH
58
Equitable Holdings
New York
$27.5M +$3.18M +55,729 +13%
DFS
59
Dixon Fnancial Services
California
$27.3M -$153K -2,693 -0.6%
HWMG
60
Hurlow Wealth Management Group
Indiana
$26.4M +$164K +2,872 +0.6%
ADL
61
Asset Dedication LLC
California
$25.7M +$3.26M +57,254 +15%
DAS
62
Dynamic Advisor Solutions
Arizona
$24.7M +$1.51M +26,523 +7%
TAM
63
TCP Asset Management
Ohio
$23M +$4.36M +76,566 +23%
PHWM
64
Pine Harbor Wealth Management
Maryland
$22.1M +$6.55M +115,000 +42%
FWM
65
FMFE Wealth Management
New York
$21.3M -$319K -5,590 -1%
JTWM
66
Jackson Thornton Wealth Management
Alabama
$21M +$179K +3,134 +0.9%
MML Investors Services
67
MML Investors Services
Massachusetts
$20.5M -$160K -2,810 -0.8%
BPA
68
Beacon Pointe Advisors
California
$19.7M +$327K +5,732 +2%
CPA
69
Cardiff Park Advisors
California
$19.4M +$89.1K +1,563 +0.5%
SFS
70
Sowell Financial Services
Arkansas
$18.3M +$439K +7,704 +2%
SFS
71
Security Financial Services
Indiana
$17.8M -$148K -2,595 -0.8%
SP
72
Symmetry Partners
Connecticut
$17.8M -$331K -5,803 -2%
PAG
73
Private Advisor Group
New Jersey
$17M -$944K -16,561 -5%
WIM
74
Warwick Investment Management
Texas
$16.7M -$1.55M -27,124 -8%
CWG
75
Crown Wealth Group
North Carolina
$16.6M +$644K +11,305 +4%
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