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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
101
Dopkins Wealth Management
New York
$3.58M -$94.3K -2,430 -3%
EWA
102
EverSource Wealth Advisors
Alabama
$3.58M +$369K +9,517 +12%
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Virginia
$3.53M +$8.93K +230 +0.3%
SC
104
Savant Capital
Illinois
$3.4M -$93.8K -2,416 -3%
OFP
105
OLIO Financial Planning
Virginia
$3.39M +$1.13M +28,986 +50%
FEG
106
Fund Evaluation Group
Ohio
$3.36M -$58.3K -1,501 -2%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$3.29M -$202K -5,212 -6%
SHGA
108
Sand Hill Global Advisors
California
$3.01M +$67.3K +1,734 +2%
ASN
109
Advisory Services Network
Georgia
$2.95M -$419K -10,783 -12%
ADL
110
Asset Dedication LLC
California
$2.79M +$816K +20,985 +41%
WFA
111
Websterrogers Financial Advisors
South Carolina
$2.77M -$599K -15,419 -18%
BA
112
Bridgewater Advisors
New York
$2.69M -$155K -4,000 -5%
SIAG
113
Safeguard Investment Advisory Group
California
$2.57M +$239K +6,164 +10%
HR
114
Hardy Reed
Mississippi
$2.57M – – –
RCM
115
Rain Capital Management
Oregon
$2.52M +$2.52M +65,028 New
IA
116
IFG Advisory
Georgia
$2.51M +$1.85M +47,688 +282%
RSWM
117
Robertson Stephens Wealth Management
California
$2.5M – – –
Morgan Stanley
118
Morgan Stanley
New York
$2.49M -$160K -4,114 -6%
AF
119
Advisornet Financial
Minnesota
$2.45M +$20.7K +533 +0.9%
AC
120
Applied Capital
Arkansas
$2.43M -$185K -4,766 -7%
CFO
121
CVA Family Office
Colorado
$2.38M -$328K -8,460 -12%
EWM
122
Empirical Wealth Management
Washington
$2.38M +$130K +3,355 +6%
CG
123
Colony Group
Massachusetts
$2.3M +$1.13K +29 +0%
PWPS
124
Pinnacle Wealth Planning Services
Ohio
$2.25M – – –
MSWMA
125
Market Street Wealth Management Advisors
Indiana
$2.23M +$520K +13,393 +30%
3 4
5
6 7