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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$6.36M +$108K +2,774 +2%
MA
77
Mutual Advisors
Nebraska
$6.11M +$226K +5,824 +4%
Osaic Holdings
78
Osaic Holdings
Arizona
$6.05M +$249K +6,416 +4%
Bank of America
79
Bank of America
North Carolina
$5.96M +$1.05M +26,954 +21%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$5.89M -$16.2K -417 -0.3%
5L
81
55I LLC
Massachusetts
$5.84M +$1.63M +41,949 +39%
CPA
82
Capital Performance Advisors
California
$5.82M -$40.9K -1,054 -0.7%
SHFA
83
SC&H Financial Advisors
Maryland
$5.63M +$17.7K +455 +0.3%
UCFA
84
United Capital Financial Advisors
Texas
$5.6M +$89.5K +2,305 +2%
SFG
85
SNS Financial Group
Minnesota
$5.57M +$2.87M +74,048 +107%
TFA
86
Triad Financial Advisors
North Carolina
$5.29M +$175K +4,514 +3%
SFS
87
Sowell Financial Services
Arkansas
$5.26M +$5.26M +135,604 New
3LCM
88
3D/L Capital Management
Connecticut
$5.22M +$45.9K +1,183 +0.9%
PMG
89
ProVise Management Group
Florida
$4.92M +$39 +1 +0%
Stifel Financial
90
Stifel Financial
Missouri
$4.87M +$73.5K +1,894 +2%
BAM
91
Bayshore Asset Management
Florida
$4.73M +$13.5K +347 +0.3%
HWM
92
HB Wealth Management
Georgia
$4.64M +$2.65M +68,310 +133%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$4.3M -$102K -2,635 -2%
DAS
94
Dynamic Advisor Solutions
Arizona
$4.28M +$204K +5,264 +5%
QFA
95
Quantum Financial Advisors
California
$4.27M – – –
KAM
96
Kraft Asset Management
Tennessee
$4.05M +$7.26K +187 +0.2%
UBS Group
97
UBS Group
Switzerland
$4.03M -$609K -15,699 -13%
MWM
98
Mission Wealth Management
California
$3.7M -$219K -5,651 -6%
Cerity Partners
99
Cerity Partners
New York
$3.68M +$698K +17,980 +23%
GAM
100
Gemmer Asset Management
California
$3.66M +$108K +2,784 +3%
2 3
4
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