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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
1
Intelligence Driven Advisers
California
$92.5M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
3
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
2
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
3
Plancorp LLC
Missouri
$272M
4
MA
4
Mutual Advisors
Nebraska
$8.52M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$14.9M -$4.24M -81,854 -22%
PCA
77
Prosperity Capital Advisors
Ohio
$14.9M -$19.4M -375,219 -57%
LFG
78
Larson Financial Group
Missouri
$14.8M -$272K -5,253 -2%
AP
79
Adero Partners
California
$14.6M – – –
CWG
80
Crown Wealth Group
North Carolina
$14.5M +$938K +18,091 +7%
PHWM
81
Pine Harbor Wealth Management
Maryland
$14.1M +$14.1M +272,560 New
RWM
82
Ruedi Wealth Management
Illinois
$13.9M +$265K +5,109 +2%
Morgan Stanley
83
Morgan Stanley
New York
$13.8M +$8.64M +166,677 +166%
KAM
84
KEB Asset Management
Illinois
$13.3M +$71.4K +1,378 +0.5%
CWM
85
CarsonAllaria Wealth Management
Illinois
$13.3M +$559K +10,790 +4%
SWM
86
Spire Wealth Management
Virginia
$13M -$171K -3,257 -1%
SHFA
87
SC&H Financial Advisors
Maryland
$12.3M +$600K +11,575 +5%
PWM
88
PBMares Wealth Management
Virginia
$12.3M +$274K +5,280 +2%
AC
89
Avestar Capital
New York
$12.2M -$2.65M -51,174 -18%
CA
90
Claris Advisors
Missouri
$11.9M +$230K +4,447 +2%
MWM
91
Meritas Wealth Management
California
$11.7M -$69.7K -1,345 -0.6%
IAG
92
Investmark Advisory Group
Connecticut
$11.4M +$517K +9,983 +5%
SWP
93
Stratos Wealth Partners
Ohio
$10.8M +$94K +1,813 +0.9%
AC
94
AWM Capital
Arizona
$10.7M -$355K -6,854 -3%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$10.7M -$295K -5,698 -3%
OFP
96
OLIO Financial Planning
Virginia
$10.7M +$1.87M +35,913 +21%
GAM
97
GEM Asset Management
Michigan
$10.1M +$137K +2,646 +1%
PWMG
98
Private Wealth Management Group
New Jersey
$9.86M +$9.86M +190,307 New
AFA
99
Alpha Financial Advisors
North Carolina
$9.63M -$147K -2,844 -2%
THL
100
Tillman Hartley LLC
Colorado
$9.19M -$136K -2,617 -1%
2 3
4
5 6