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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
101
Consolidated Planning Corp
Georgia
$7.33M -$86.3K -1,853 -1%
RLWM
102
RF&L Wealth Management
Massachusetts
$7.04M +$114K +2,449 +2%
CPA
103
Capital Performance Advisors
California
$6.75M -$58.8K -1,263 -0.9%
UBS Group
104
UBS Group
Switzerland
$6.19M +$79.9K +1,716 +1%
UCFA
105
United Capital Financial Advisors
Texas
$6.04M +$367K +7,875 +6%
KAS
106
KPP Advisory Services
Kentucky
$5.88M +$5.88M +126,209 New
PMG
107
ProVise Management Group
Florida
$5.85M – – –
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$5.82M +$767K +16,487 +15%
SFG
109
SNS Financial Group
Minnesota
$5.63M -$350K -7,519 -6%
FWM
110
FMB Wealth Management
California
$5.62M +$648K +13,925 +13%
Stifel Financial
111
Stifel Financial
Missouri
$5.58M -$68K -1,460 -1%
3LCM
112
3D/L Capital Management
Connecticut
$5.56M -$69.9K -1,501 -1%
HWM
113
Hemington Wealth Management
Virginia
$5.46M -$3.14M -67,516 -37%
PA
114
PFG Advisors
Arizona
$5.35M +$411K +8,831 +8%
LFGO
115
Legacy Financial Group (Oklahoma)
Oklahoma
$5.24M +$306K +6,578 +6%
BAM
116
Bayshore Asset Management
Florida
$5.22M -$279K -5,991 -5%
HWM
117
HB Wealth Management
Georgia
$5.14M -$193K -4,151 -4%
QFA
118
Quantum Financial Advisors
California
$5.1M -$372 -8 -0%
CIAS
119
CFS Investment Advisory Services
New Jersey
$5M +$1.83M +39,369 +58%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$4.98M +$370K +7,947 +8%
SPI
121
Sutton Place Investors
New York
$4.8M +$4.8M +103,093 New
KAM
122
Kraft Asset Management
Tennessee
$4.73M -$122K -2,624 -3%
Morgan Stanley
123
Morgan Stanley
New York
$4.68M +$364K +7,823 +8%
MWM
124
Mission Wealth Management
California
$4.48M +$94.9K +2,039 +2%
WSTAM
125
Wilbanks Smith & Thomas Asset Management
Virginia
$4.35M +$2.28K +49 +0.1%
3 4
5
6 7