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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
PCA
3
Prosperity Capital Advisors
Ohio
$31M
4
TAM
4
TCP Asset Management
Ohio
$11.1M
5
FFM
5
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SHFA
76
SC&H Financial Advisors
Maryland
$9.18M 206,620 +19,237 +10%
IAG
77
Investmark Advisory Group
Connecticut
$9.02M 202,929 +12,449 +7%
Osaic Holdings
78
Osaic Holdings
Arizona
$8.89M 200,195 +5,789 +3%
SWP
79
Stratos Wealth Partners
Ohio
$8.72M 196,174 -1,915 -1%
DAS
80
Dynamic Advisor Solutions
Arizona
$8.54M 192,277 +69,051 +56%
SFS
81
Security Financial Services
Indiana
$8.51M 191,515 -5,618 -3%
HWM
82
Hemington Wealth Management
Virginia
$8.47M 190,690 -263 -0.1%
AFA
83
Alpha Financial Advisors
North Carolina
$8.45M 190,199 -1,470 -0.8%
Bank of America
84
Bank of America
North Carolina
$8.17M 183,873 +17,854 +11%
THL
85
Tillman Hartley LLC
Colorado
$7.86M 176,841 -1,818 -1%
TB
86
Treynor Bancshares
Iowa
$7.76M 174,729 -509 -0.3%
CAM
87
Cresset Asset Management
Illinois
$7.72M 173,689 -1,955 -1%
GAM
88
GEM Asset Management
Michigan
$7.62M 171,550 +3,742 +2%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$7.41M 166,766 +2,991 +2%
MA
90
Mutual Advisors
Nebraska
$7.41M 166,694 -10,265 -6%
HIGP
91
Hill Investment Group Partners
Missouri
$7.26M 163,304 – –
RCAG
92
Rehmann Capital Advisory Group
Michigan
$7.25M 163,219 +56 +0%
CPC
93
Consolidated Planning Corp
Georgia
$7.17M 161,415 -4,957 -3%
SIS
94
Strategic Investment Solutions
Illinois
$6.9M 155,359 -582 -0.4%
RLWM
95
RF&L Wealth Management
Massachusetts
$6.75M 151,940 -1,528 -1%
ADL
96
Asset Dedication LLC
California
$6.62M 148,954 +66,466 +81%
CPA
97
Capital Performance Advisors
California
$6.44M 145,000 -4,925 -3%
SFS
98
Sowell Financial Services
Arkansas
$6.37M 143,379 -8,081 -5%
UCFA
99
United Capital Financial Advisors
Texas
$5.93M 133,570 -934 -0.7%
OFP
100
OLIO Financial Planning
Virginia
$5.83M 131,277 +18,888 +17%
2 3
4
5 6