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Dimensional US Equity ETF
DFUS

Overview Fund Activity

384 hedge funds and large institutions have $3.18B invested in Dimensional US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+53
Holders Change %
+16.01%
% of All Funds
6.49%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.9%
New
72
Increased
124
Reduced
86
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$37.4M
2
MAM
McLean Asset Management
Virginia
$33.2M
3
AWM
AE Wealth Management
Kansas
$26.5M
4
AC
Apella Capital
Connecticut
$17M
5
KAS
Kestra Advisory Services
Texas
$28.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$188M
2
AF
Advisornet Financial
Minnesota
$2.55M
3
IFA
Index Fund Advisors
California
$240M
4
CL
CPWM LLC
Washington
$7.29M
5
MML Investors Services
MML Investors Services
Massachusetts
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
126
HB Wealth Management
Georgia
$2.09M +$1.84M +45,138 +733%
ADL
127
Asset Dedication LLC
California
$2.07M +$1.05M +25,699 +103%
SSC
128
Syverson Strege & Co
Iowa
$2.06M +$2.06M +50,593 New
MA
129
Montag & Associates
Georgia
$2.02M +$5.54K +136 +0.3%
Northern Trust
130
Northern Trust
Illinois
$2.02M – – –
IWC
131
Integrated Wealth Concepts
Massachusetts
$2.01M +$2.01M +49,379 New
LFA
132
Lauterbach Financial Advisors
Texas
$1.97M -$18.5K -454 -0.9%
CCM
133
Carlson Capital Management
Minnesota
$1.97M – – –
CIA
134
Caerus Investment Advisors
Texas
$1.96M – – –
ICG
135
InterOcean Capital Group
Tennessee
$1.9M +$1.9M +46,600 New
RPGK
136
Retirement Planning Group (Kansas)
Kansas
$1.89M -$9.62K -236 -0.5%
Betterment LLC
137
Betterment LLC
New York
$1.82M -$1.12M -27,548 -38%
CSWM
138
Cassady Schiller Wealth Management
Ohio
$1.8M +$4.04K +99 +0.2%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$1.8M +$780K +19,134 +76%
MSWMA
140
Market Street Wealth Management Advisors
Indiana
$1.79M +$1.79M +44,013 New
SHWM
141
Silicon Hills Wealth Management
Texas
$1.79M +$1.79M +43,797 New
LI
142
LVZ Inc
Michigan
$1.73M +$1.73M +42,453 New
AFS
143
Annapolis Financial Services
Maryland
$1.71M +$351K +8,624 +26%
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$1.7M +$1.7M +41,646 New
FOA
145
Five Oceans Advisors
California
$1.7M +$672K +16,494 +66%
KPWS
146
Kestra Private Wealth Services
Texas
$1.64M -$84.6K -2,075 -5%
WCA
147
Waypoint Capital Advisors
Minnesota
$1.62M +$1.62M +39,834 New
EWA
148
Exencial Wealth Advisors
Oklahoma
$1.55M +$58.6K +1,438 +4%
MCA
149
Maryland Capital Advisors
Maryland
$1.54M – – –
AAS
150
Ameritas Advisory Services
Nebraska
$1.51M +$90.5K +2,220 +6%
4 5
6
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