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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.37%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
1
Avestar Capital
New York
$17.3M
2
ZF
2
Zhang Financial
Michigan
$42.8M
3
CWG
3
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
1
Warwick Investment Management
Texas
$0
2
SIS
2
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$169M
4
CFO
4
Colony Family Offices
North Carolina
$45.1M
5
PL
5
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
CarsonAllaria Wealth Management
Illinois
$11.4M +$845K +17,543 +8%
Osaic Holdings
77
Osaic Holdings
Arizona
$11.3M +$1.63M +33,771 +17%
AC
78
AWM Capital
Arizona
$11.2M -$139K -2,878 -1%
CA
79
Claris Advisors
Missouri
$10.9M +$25.7K +534 +0.2%
MWM
80
Meritas Wealth Management
California
$10.8M -$126K -2,616 -1%
CWG
81
Crown Wealth Group
North Carolina
$10.7M +$10.7M +222,321 New
SHFA
82
SC&H Financial Advisors
Maryland
$10.5M +$520K +10,794 +5%
IAG
83
Investmark Advisory Group
Connecticut
$10.2M +$466K +9,686 +5%
SWP
84
Stratos Wealth Partners
Ohio
$9.96M +$510K +10,589 +5%
ADL
85
Asset Dedication LLC
California
$9.24M +$2.07M +43,078 +29%
SFS
86
Security Financial Services
Indiana
$9.22M +$771 +16 +0%
AFA
87
Alpha Financial Advisors
North Carolina
$9.12M -$44.1K -916 -0.5%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$8.98M +$953K +19,797 +12%
HWM
89
Hemington Wealth Management
Virginia
$8.9M -$282K -5,846 -3%
THL
90
Tillman Hartley LLC
Colorado
$8.7M +$182K +3,779 +2%
CAM
91
Cresset Asset Management
Illinois
$8.56M +$195K +4,047 +2%
TB
92
Treynor Bancshares
Iowa
$8.42M +$30.2K +630 +0.4%
GAM
93
GEM Asset Management
Michigan
$8.39M +$128K +2,649 +2%
RCAG
94
Rehmann Capital Advisory Group
Michigan
$7.78M -$79.9K -1,659 -1%
HIGP
95
Hill Investment Group Partners
Missouri
$7.78M -$85.6K -1,778 -1%
CPC
96
Consolidated Planning Corp
Georgia
$7.67M -$100K -2,083 -1%
OFP
97
OLIO Financial Planning
Virginia
$7.27M +$946K +19,639 +15%
RLWM
98
RF&L Wealth Management
Massachusetts
$7.16M -$153K -3,176 -2%
CPA
99
Capital Performance Advisors
California
$7.04M +$56.8K +1,180 +0.8%
UBS Group
100
UBS Group
Switzerland
$6.32M +$433K +8,999 +7%
2 3
4
5 6