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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$13.3M -$2.27M -48,842 -15%
AP
77
Adero Partners
California
$13.1M – – –
RWM
78
Ruedi Wealth Management
Illinois
$12.2M -$99.5K -2,137 -0.8%
CWG
79
Crown Wealth Group
North Carolina
$12.2M +$1.8M +38,747 +17%
KAM
80
KEB Asset Management
Illinois
$11.9M +$41.1K +883 +0.3%
SWM
81
Spire Wealth Management
Virginia
$11.7M -$6.89K -148 -0.1%
CWM
82
CarsonAllaria Wealth Management
Illinois
$11.5M +$449K +9,641 +4%
PWM
83
PBMares Wealth Management
Virginia
$10.8M -$302K -6,491 -3%
MWM
84
Meritas Wealth Management
California
$10.5M +$103K +2,223 +1%
CA
85
Claris Advisors
Missouri
$10.5M +$31.9K +685 +0.3%
SHFA
86
SC&H Financial Advisors
Maryland
$10.5M +$362K +7,768 +4%
AC
87
AWM Capital
Arizona
$9.91M -$893K -19,175 -8%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$9.85M +$1.16M +24,945 +13%
IAG
89
Investmark Advisory Group
Connecticut
$9.8M -$94.9K -2,038 -1%
SWP
90
Stratos Wealth Partners
Ohio
$9.63M +$2K +43 +0%
GAM
91
GEM Asset Management
Michigan
$8.97M +$862K +18,518 +11%
AFA
92
Alpha Financial Advisors
North Carolina
$8.78M -$28K -602 -0.3%
SFS
93
Security Financial Services
Indiana
$8.5M -$420K -9,016 -5%
THL
94
Tillman Hartley LLC
Colorado
$8.38M -$32.3K -694 -0.4%
TB
95
Treynor Bancshares
Iowa
$8.17M +$10.8K +232 +0.1%
EFP
96
Envision Financial Planning
Tennessee
$8.05M +$8.05M +172,837 New
OFP
97
OLIO Financial Planning
Virginia
$7.86M +$838K +18,007 +12%
CAM
98
Cresset Asset Management
Illinois
$7.72M -$549K -11,796 -7%
HIGP
99
Hill Investment Group Partners
Missouri
$7.47M -$52.9K -1,137 -0.7%
RCAG
100
Rehmann Capital Advisory Group
Michigan
$7.44M -$83.9K -1,803 -1%
2 3
4
5 6