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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
1
Intelligence Driven Advisers
California
$92.5M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
3
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
2
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
3
Plancorp LLC
Missouri
$272M
4
MA
4
Mutual Advisors
Nebraska
$8.52M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TB
101
Treynor Bancshares
Iowa
$9.04M -$59.7K -1,151 -0.7%
QWM
102
Quadcap Wealth Management
Texas
$8.94M +$8.94M +172,516 New
EFP
103
Envision Financial Planning
Tennessee
$8.78M -$174K -3,361 -2%
CPCP
104
Cedar Point Capital Partners
Iowa
$8.57M +$8.57M +165,375 New
MA
105
Mutual Advisors
Nebraska
$8.52M -$9.23M -178,119 -52%
WWP
106
Walden Wealth Partners
Ohio
$8.5M +$8.5M +163,929 New
CAM
107
Cresset Asset Management
Illinois
$8.44M -$157K -3,022 -2%
CPC
108
Consolidated Planning Corp
Georgia
$8.15M -$17.1K -329 -0.2%
CPA
109
Capital Performance Advisors
California
$8.14M +$628K +12,115 +8%
HIGP
110
Hill Investment Group Partners
Missouri
$8.12M -$192K -3,701 -2%
PWS
111
Physician Wealth Solutions
Nevada
$8.04M +$8.04M +155,149 New
RCAG
112
Rehmann Capital Advisory Group
Michigan
$8.02M -$262K -5,058 -3%
RLWM
113
RF&L Wealth Management
Massachusetts
$7.66M -$178K -3,430 -2%
UBS Group
114
UBS Group
Switzerland
$7.62M +$732K +14,129 +11%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$7.4M +$910K +17,562 +14%
CWP
116
Concord Wealth Partners
Virginia
$7.33M +$6.98M +134,744 +2,032%
PA
117
PFG Advisors
Arizona
$6.58M +$629K +12,137 +11%
PMG
118
ProVise Management Group
Florida
$6.46M -$52.7K -1,017 -0.8%
LFGO
119
Legacy Financial Group (Oklahoma)
Oklahoma
$6.44M +$607K +11,707 +10%
Stifel Financial
120
Stifel Financial
Missouri
$6.36M +$143K +2,764 +2%
HWM
121
HB Wealth Management
Georgia
$6.28M +$549K +10,587 +10%
FWM
122
FMB Wealth Management
California
$6.23M -$31.4K -606 -0.5%
MWM
123
Mission Wealth Management
California
$6.08M +$1.09M +21,072 +22%
HWM
124
Hemington Wealth Management
Virginia
$6.08M – – –
FIM
125
Freedom Investment Management
Connecticut
$6.08M +$6.08M +117,238 New
3 4
5
6 7