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Dimensional US Equity ETF
DFUS

Overview Fund Activity

384 hedge funds and large institutions have $3.18B invested in Dimensional US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
384
Holders Change
+53
Holders Change %
+16.01%
% of All Funds
6.49%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.9%
New
72
Increased
124
Reduced
86
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.4M
2
MAM
2
McLean Asset Management
Virginia
$33.2M
3
AWM
3
AE Wealth Management
Kansas
$26.5M
4
AC
4
Apella Capital
Connecticut
$17M
5
KAS
5
Kestra Advisory Services
Texas
$28.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$188M
2
AF
2
Advisornet Financial
Minnesota
$2.55M
3
IFA
3
Index Fund Advisors
California
$240M
4
CL
4
CPWM LLC
Washington
$7.29M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
76
Capital Performance Advisors
California
$6.15M +$9.09K +223 +0.1%
Osaic Holdings
77
Osaic Holdings
Arizona
$6.09M +$2.53M +62,172 +71%
SHFA
78
SC&H Financial Advisors
Maryland
$5.89M +$4.37M +107,227 +287%
PAG
79
Private Advisor Group
New Jersey
$5.86M +$5.86M +143,857 New
UCFA
80
United Capital Financial Advisors
Texas
$5.79M +$69.2K +1,699 +1%
3LCM
81
3D/L Capital Management
Connecticut
$5.43M +$35.9K +881 +0.7%
TFA
82
Triad Financial Advisors
North Carolina
$5.37M -$66.3K -1,627 -1%
PMG
83
ProVise Management Group
Florida
$5.16M +$41 +1 +0%
Bank of America
84
Bank of America
North Carolina
$5.16M +$793K +19,453 +18%
Stifel Financial
85
Stifel Financial
Missouri
$5.03M +$228K +5,598 +5%
QFA
86
Quantum Financial Advisors
California
$5.01M +$5.01M +109,995 New
BAM
87
Bayshore Asset Management
Florida
$4.95M +$105K +2,572 +2%
UBS Group
88
UBS Group
Switzerland
$4.87M +$1.93M +47,422 +66%
JPMPWA
89
J.P. Morgan Private Wealth Advisors
California
$4.62M +$99.2K +2,434 +2%
5L
90
55I LLC
Massachusetts
$4.42M -$364K -8,931 -8%
DAS
91
Dynamic Advisor Solutions
Arizona
$4.28M +$4.28M +105,086 New
KAM
92
Kraft Asset Management
Tennessee
$4.24M +$150K +3,683 +4%
MWM
93
Mission Wealth Management
California
$4.11M +$507K +12,444 +14%
DWM
94
Dopkins Wealth Management
New York
$3.86M +$215K +5,274 +6%
GAM
95
Gemmer Asset Management
California
$3.73M -$42.3K -1,038 -1%
WSTAM
96
Wilbanks Smith & Thomas Asset Management
Virginia
$3.7M +$79.8K +1,957 +2%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$3.67M +$35.6K +874 +1%
SC
98
Savant Capital
Illinois
$3.67M -$24.4K -598 -0.7%
ALWM
99
Andrews Lucia Wealth Management
California
$3.6M +$88.7K +1,810 +3%
FEG
100
Fund Evaluation Group
Ohio
$3.59M -$9.21K -226 -0.3%
2 3
4
5 6