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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
76
Alpha Financial Advisors
North Carolina
$7.98M +$7.98M +191,669 New
HWM
77
Hemington Wealth Management
Virginia
$7.95M -$5.74K -138 -0.1%
IAG
78
Investmark Advisory Group
Connecticut
$7.93M +$27.5K +661 +0.3%
SHFA
79
SC&H Financial Advisors
Maryland
$7.8M +$1.76M +42,328 +29%
THL
80
Tillman Hartley LLC
Colorado
$7.43M +$7.43M +178,659 New
MA
81
Mutual Advisors
Nebraska
$7.36M +$810K +19,459 +12%
CAM
82
Cresset Asset Management
Illinois
$7.31M -$147K -3,539 -2%
TB
83
Treynor Bancshares
Iowa
$7.29M +$2.25K +54 +0%
SIS
84
Strategic Investment Solutions
Illinois
$7.08M +$7.08M +155,941 New
GAM
85
GEM Asset Management
Michigan
$6.98M +$6.98M +167,808 New
CPC
86
Consolidated Planning Corp
Georgia
$6.92M +$6.92M +166,372 New
Bank of America
87
Bank of America
North Carolina
$6.91M +$516K +12,402 +8%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$6.81M +$915 +22 +0%
HIGP
89
Hill Investment Group Partners
Missouri
$6.8M -$181K -4,349 -3%
RCAG
90
Rehmann Capital Advisory Group
Michigan
$6.79M +$480K +11,526 +8%
MML Investors Services
91
MML Investors Services
Massachusetts
$6.76M -$1.57M -37,724 -19%
RLWM
92
RF&L Wealth Management
Massachusetts
$6.39M +$6.39M +153,468 New
SFS
93
Sowell Financial Services
Arkansas
$6.3M +$660K +15,856 +12%
CPA
94
Capital Performance Advisors
California
$6.24M +$5.7K +137 +0.1%
PAG
95
Private Advisor Group
New Jersey
$5.89M +$1.73M +70,334 +42%
UCFA
96
United Capital Financial Advisors
Texas
$5.6M -$407K -9,788 -7%
3LCM
97
3D/L Capital Management
Connecticut
$5.53M -$62.6K -1,504 -1%
SFG
98
SNS Financial Group
Minnesota
$5.45M -$514K -12,350 -9%
TFA
99
Triad Financial Advisors
North Carolina
$5.45M -$223K -5,367 -4%
Stifel Financial
100
Stifel Financial
Missouri
$5.28M +$63.3K +1,521 +1%
2 3
4
5 6