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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
76
Adero Partners
California
$16M -$12.8K -225 -0.1%
LFG
77
Larson Financial Group
Missouri
$15.5M -$820K -14,389 -5%
QWM
78
Quadcap Wealth Management
Texas
$15.1M +$5.24M +91,887 +53%
RWM
79
Ruedi Wealth Management
Illinois
$14.9M -$336K -5,891 -2%
CWM
80
CarsonAllaria Wealth Management
Illinois
$14.6M -$38.4K -674 -0.3%
SHFA
81
SC&H Financial Advisors
Maryland
$14.5M +$1.02M +17,887 +8%
KAM
82
KEB Asset Management
Illinois
$14.5M -$158K -2,778 -1%
SWM
83
Spire Wealth Management
Virginia
$14.3M +$145K +2,545 +1%
SXL
84
Summit X LLC
Missouri
$14.1M +$14.1M +247,630 New
PWM
85
PBMares Wealth Management
Virginia
$13.4M -$44.2K -775 -0.3%
MWM
86
Meritas Wealth Management
California
$13.3M +$439K +7,702 +3%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$13.1M +$6.66M +116,932 +104%
CAN
88
Cetera Advisor Networks
California
$13M +$6.59M +115,619 +103%
CA
89
Claris Advisors
Missouri
$12.9M -$235K -4,116 -2%
IAG
90
Investmark Advisory Group
Connecticut
$12.8M +$197K +3,458 +2%
SWP
91
Stratos Wealth Partners
Ohio
$12.5M +$568K +9,971 +5%
AC
92
AWM Capital
Arizona
$11.4M -$331K -5,807 -3%
GAM
93
GEM Asset Management
Michigan
$10.7M +$51.4K +944 +0.5%
PWMG
94
Private Wealth Management Group
New Jersey
$10.7M -$167K -2,923 -2%
AFA
95
Alpha Financial Advisors
North Carolina
$10.6M -$4.5K -79 -0%
Osaic Holdings
96
Osaic Holdings
Arizona
$10.5M -$5.85M -102,625 -36%
OFP
97
OLIO Financial Planning
Virginia
$10.5M -$163K -3,142 -2%
MFG
98
Mendota Financial Group
Wisconsin
$10.4M +$7.66M +134,467 +276%
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$10.1M -$1.66M -29,132 -14%
THL
100
Tillman Hartley LLC
Colorado
$10M -$63.7K -1,118 -0.6%
2 3
4
5 6