DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
Shilanski & Associates
Alaska
$7.98M
3
CL
CPWM LLC
Washington
$14.6M
4
IFA
Index Fund Advisors
California
$235M
5
MRWM
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
Kestra Advisory Services
Texas
$21.3M
4
SFA
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
126
Financial Council
Maryland
$2.2M – – –
CAMG
127
CWA Asset Management Group
Florida
$2.19M -$11.1K -286 -0.5%
ALWM
128
Andrews Lucia Wealth Management
California
$2.19M -$665K -17,122 -23%
LP
129
LGL Partners
Pennsylvania
$2.16M – – –
W
130
WealthOne
New York
$2.15M +$1.51K +39 +0.1%
BP
131
Ballentine Partners
Massachusetts
$2.12M – – –
Brown Advisory
132
Brown Advisory
Maryland
$2.06M – – –
LI
133
LVZ Inc
Michigan
$2.04M +$389K +10,012 +24%
SSC
134
Syverson Strege & Co
Iowa
$2M +$31.1K +800 +2%
MA
135
Montag & Associates
Georgia
$1.93M +$5.79K +149 +0.3%
Northern Trust
136
Northern Trust
Illinois
$1.92M – – –
IWC
137
Integrated Wealth Concepts
Massachusetts
$1.91M -$7.26K -187 -0.4%
LFA
138
Lauterbach Financial Advisors
Texas
$1.87M -$2.1K -54 -0.1%
CCM
139
Carlson Capital Management
Minnesota
$1.87M – – –
CIA
140
Caerus Investment Advisors
Texas
$1.87M – – –
Betterment LLC
141
Betterment LLC
New York
$1.82M – – –
ICG
142
InterOcean Capital Group
Tennessee
$1.81M +$155 +4 +0%
RPGK
143
Retirement Planning Group (Kansas)
Kansas
$1.8M +$699 +18 +0%
DWM
144
Drive Wealth Management
Utah
$1.78M +$956K +24,617 +116%
SHWM
145
Silicon Hills Wealth Management
Texas
$1.7M +$505 +13 +0%
AFS
146
Annapolis Financial Services
Maryland
$1.66M +$27K +695 +2%
CSWM
147
Cassady Schiller Wealth Management
Ohio
$1.64M -$77.4K -1,994 -5%
FOA
148
Five Oceans Advisors
California
$1.61M -$815 -21 -0.1%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$1.61M -$5.67K -146 -0.4%
KPWS
150
Kestra Private Wealth Services
Texas
$1.57M +$6.09K +157 +0.4%
4 5
6
7 8