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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EFP
101
Envision Financial Planning
Tennessee
$9.6M -$53.8K -945 -0.6%
CPCP
102
Cedar Point Capital Partners
Iowa
$9.57M +$150K +2,629 +2%
PCA
103
Prosperity Capital Advisors
Ohio
$9.46M -$6.9M -121,081 -42%
SPI
104
Sutton Place Investors
New York
$9.44M +$3.07M +53,870 +48%
TB
105
Treynor Bancshares
Iowa
$9.44M -$504K -8,849 -5%
WWP
106
Walden Wealth Partners
Ohio
$9.26M +$102K +1,829 +1%
CAM
107
Cresset Asset Management
Illinois
$9.24M -$40.2K -705 -0.4%
HIGP
108
Hill Investment Group Partners
Missouri
$8.92M -$5.47K -96 -0.1%
PWS
109
Physician Wealth Solutions
Nevada
$8.84M +$2.68K +47 +0%
CPA
110
Capital Performance Advisors
California
$8.82M -$124K -2,174 -1%
RCAG
111
Rehmann Capital Advisory Group
Michigan
$8.81M -$8.95K -157 -0.1%
UBS Group
112
UBS Group
Switzerland
$8.65M +$275K +4,830 +3%
CWP
113
Concord Wealth Partners
Virginia
$8.6M +$544K +9,540 +7%
RLWM
114
RF&L Wealth Management
Massachusetts
$8.39M -$28.5K -500 -0.3%
Morgan Stanley
115
Morgan Stanley
New York
$7.94M -$7.28M -127,820 -48%
LFGO
116
Legacy Financial Group (Oklahoma)
Oklahoma
$7.94M +$854K +14,981 +12%
PA
117
PFG Advisors
Arizona
$7.59M +$352K +6,169 +5%
Stifel Financial
118
Stifel Financial
Missouri
$7.28M +$293K +5,149 +4%
PMG
119
ProVise Management Group
Florida
$7.09M -$13.7K -240 -0.2%
SP
120
Stonebrook Private
Michigan
$7.05M +$1.18M +20,668 +20%
FWM
121
FMB Wealth Management
California
$6.96M +$107K +1,883 +2%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$6.9M -$1.23M -21,550 -15%
HWM
123
HB Wealth Management
Georgia
$6.9M +$1.08K +19 +0%
FEG
124
Fund Evaluation Group
Ohio
$6.86M +$210K +3,679 +3%
CPC
125
Consolidated Planning Corp
Georgia
$6.81M -$2.15M -37,652 -24%
3 4
5
6 7