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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.37%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
1
Avestar Capital
New York
$17.3M
2
ZF
2
Zhang Financial
Michigan
$42.8M
3
CWG
3
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
1
Warwick Investment Management
Texas
$0
2
SIS
2
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$169M
4
CFO
4
Colony Family Offices
North Carolina
$45.1M
5
PL
5
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
101
SNS Financial Group
Minnesota
$6.18M -$46K -955 -0.7%
PMG
102
ProVise Management Group
Florida
$6.05M -$21.3K -443 -0.4%
UCFA
103
United Capital Financial Advisors
Texas
$5.87M -$559K -11,602 -9%
Stifel Financial
104
Stifel Financial
Missouri
$5.84M -$102K -2,120 -2%
3LCM
105
3D/L Capital Management
Connecticut
$5.83M -$274K -5,684 -4%
BAM
106
Bayshore Asset Management
Florida
$5.81M -$79.4K -1,614 -1%
SC
107
Savant Capital
Illinois
$5.53M -$36.5K -757 -0.7%
HWM
108
HB Wealth Management
Georgia
$5.52M +$2.12K +44 +0%
RJA
109
Raymond James & Associates
Florida
$5.43M -$174K -3,616 -3%
QFA
110
Quantum Financial Advisors
California
$5.28M +$193 +4 +0%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$5.23M -$95.6K -1,985 -2%
FWM
112
FMB Wealth Management
California
$5.15M -$1.4K -29 -0%
LFGO
113
Legacy Financial Group (Oklahoma)
Oklahoma
$5.11M +$162K +3,373 +3%
PA
114
PFG Advisors
Arizona
$5.11M +$1.27M +26,336 +33%
KAM
115
Kraft Asset Management
Tennessee
$5.02M -$55.1K -1,145 -1%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$4.77M +$770K +15,982 +19%
MWM
117
Mission Wealth Management
California
$4.54M +$155K +3,223 +4%
DWM
118
Dopkins Wealth Management
New York
$4.52M -$6.69K -139 -0.1%
Cerity Partners
119
Cerity Partners
New York
$4.51M -$41.2K -855 -0.9%
WSTAM
120
Wilbanks Smith & Thomas Asset Management
Virginia
$4.49M -$4.09K -85 -0.1%
GAM
121
Gemmer Asset Management
California
$4.48M -$60.4K -1,254 -1%
Morgan Stanley
122
Morgan Stanley
New York
$4.46M +$700K +14,530 +19%
EWA
123
EverSource Wealth Advisors
Alabama
$4.4M +$193 +4 +0%
FEG
124
Fund Evaluation Group
Ohio
$4.02M -$18.2K -378 -0.5%
SHGA
125
Sand Hill Global Advisors
California
$3.72M – – –
3 4
5
6 7