DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
101
ProVise Management Group
Florida
$5.26M -$12.1K -291 -0.2%
DAS
102
Dynamic Advisor Solutions
Arizona
$5.13M +$536K +12,876 +12%
BAM
103
Bayshore Asset Management
Florida
$5.11M +$34.9K +838 +0.7%
HWM
104
HB Wealth Management
Georgia
$4.76M -$212K -5,097 -4%
OFP
105
OLIO Financial Planning
Virginia
$4.65M +$1.04M +25,095 +29%
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$4.62M +$12.4K +298 +0.3%
QFA
107
Quantum Financial Advisors
California
$4.55M -$26.9K -647 -0.6%
FWM
108
FMB Wealth Management
California
$4.4M +$4.4M +105,851 New
KAM
109
Kraft Asset Management
Tennessee
$4.35M +$15.6K +376 +0.4%
LFGO
110
Legacy Financial Group (Oklahoma)
Oklahoma
$4.25M +$4.25M +102,125 New
SHWM
111
Silicon Hills Wealth Management
Texas
$4.1M +$2.28M +54,787 +125%
GAM
112
Gemmer Asset Management
California
$3.94M +$8.07K +194 +0.2%
Cerity Partners
113
Cerity Partners
New York
$3.93M -$3.21M -42,607 -45%
WSTAM
114
Wilbanks Smith & Thomas Asset Management
Virginia
$3.88M +$92.5K +2,222 +2%
DWM
115
Dopkins Wealth Management
New York
$3.84M -$2.25K -54 -0.1%
EWA
116
EverSource Wealth Advisors
Alabama
$3.8M -$27.7K -666 -0.7%
MWM
117
Mission Wealth Management
California
$3.79M -$170K -4,086 -4%
FEG
118
Fund Evaluation Group
Ohio
$3.6M – – –
SC
119
Savant Capital
Illinois
$3.57M -$67.8K -1,629 -2%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$3.57M +$2.42M +58,211 +211%
UBS Group
121
UBS Group
Switzerland
$3.48M -$839K -20,154 -19%
ADL
122
Asset Dedication LLC
California
$3.44M +$447K +10,746 +15%
Morgan Stanley
123
Morgan Stanley
New York
$3.32M +$648K +15,579 +24%
SHGA
124
Sand Hill Global Advisors
California
$3.22M -$8.49K -204 -0.3%
ASN
125
Advisory Services Network
Georgia
$3.15M -$10.8K -260 -0.3%
3 4
5
6 7