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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.76B
2
EWA
2
EP Wealth Advisors
California
$45.4M
3
PCA
3
Prosperity Capital Advisors
Ohio
$31M
4
TAM
4
TCP Asset Management
Ohio
$11.1M
5
FFM
5
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$13.4M
2
MAM
2
McLean Asset Management
Virginia
$31.4M
3
TFA
3
Triad Financial Advisors
North Carolina
$2.32M
4
PL
4
Plancorp LLC
Missouri
$249M
5
Truist Financial
5
Truist Financial
North Carolina
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
101
SNS Financial Group
Minnesota
$5.75M 129,330 -1,695 -1%
3LCM
102
3D/L Capital Management
Connecticut
$5.63M 126,668 -6,163 -5%
PMG
103
ProVise Management Group
Florida
$5.6M 126,149 -228 -0.2%
Stifel Financial
104
Stifel Financial
Missouri
$5.49M 123,484 -3,469 -3%
UBS Group
105
UBS Group
Switzerland
$5.43M 122,213 +38,615 +46%
BAM
106
Bayshore Asset Management
Florida
$5.32M 119,751 -3,005 -2%
RJA
107
Raymond James & Associates
Florida
$5.17M 116,346 +88,543 +318%
SC
108
Savant Capital
Illinois
$5.13M 115,541 +29,653 +35%
HWM
109
HB Wealth Management
Georgia
$5.09M 114,600 +92 +0.1%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$4.92M 110,626 +24,800 +29%
QFA
111
Quantum Financial Advisors
California
$4.87M 109,559 +211 +0.2%
FWM
112
FMB Wealth Management
California
$4.75M 106,931 +1,080 +1%
KAM
113
Kraft Asset Management
Tennessee
$4.69M 105,453 +796 +0.8%
LFGO
114
Legacy Financial Group (Oklahoma)
Oklahoma
$4.56M 102,651 +526 +0.5%
DWM
115
Drive Wealth Management
Utah
$4.3M 96,683 +21,972 +29%
GAM
116
Gemmer Asset Management
California
$4.19M 94,372 -204 -0.2%
DWM
117
Dopkins Wealth Management
New York
$4.18M 94,066 +1,837 +2%
WSTAM
118
Wilbanks Smith & Thomas Asset Management
Virginia
$4.15M 93,391 +176 +0.2%
EWA
119
EverSource Wealth Advisors
Alabama
$4.06M 91,421 – –
MWM
120
Mission Wealth Management
California
$4.05M 91,069 -87 -0.1%
FEG
121
Fund Evaluation Group
Ohio
$3.73M 83,878 -2,712 -3%
JPMPWA
122
J.P. Morgan Private Wealth Advisors
California
$3.71M 83,568 -27,383 -25%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$3.69M 83,145 +7,643 +10%
PA
124
PFG Advisors
Arizona
$3.54M 79,682 +79,682 New
Morgan Stanley
125
Morgan Stanley
New York
$3.47M 78,098 -1,641 -2%
3 4
5
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