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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$3.14M -$387K -9,295 -11%
DWM
127
Drive Wealth Management
Utah
$3.11M +$1.2M +28,805 +63%
MWA
128
Mills Wealth Advisors
Texas
$3.06M +$3.06M +73,425 New
WFA
129
Websterrogers Financial Advisors
South Carolina
$2.95M -$25.3K -608 -0.9%
PWPS
130
Pinnacle Wealth Planning Services
Ohio
$2.88M +$470K +11,297 +19%
SIAG
131
Safeguard Investment Advisory Group
California
$2.85M +$86.3K +2,073 +3%
IA
132
IFG Advisory
Georgia
$2.84M +$148K +3,566 +6%
AWM
133
Align Wealth Management
Oklahoma
$2.83M +$2.83M +72,841 New
BA
134
Bridgewater Advisors
New York
$2.83M -$56.9K -1,368 -2%
AAS
135
Ameritas Advisory Services
Nebraska
$2.75M +$1.24M +29,844 +82%
HR
136
Hardy Reed
Mississippi
$2.74M -$10.3K -247 -0.4%
RCM
137
Rain Capital Management
Oregon
$2.7M -$8.24K -198 -0.3%
RSWM
138
Robertson Stephens Wealth Management
California
$2.68M – – –
LI
139
LVZ Inc
Michigan
$2.65M +$470K +11,285 +22%
BCM
140
Brainard Capital Management
Texas
$2.61M +$2.61M +62,745 New
HIA
141
HTG Investment Advisors
Connecticut
$2.54M +$2.54M +61,162 New
Brown Advisory
142
Brown Advisory
Maryland
$2.53M +$330K +7,924 +15%
CG
143
Colony Group
Massachusetts
$2.47M +$1.42K +34 +0.1%
HSG
144
Helen Stephens Group
Texas
$2.44M +$929K +22,328 +61%
EWM
145
Empirical Wealth Management
Washington
$2.43M -$114K -2,730 -4%
FC
146
Financial Council
Maryland
$2.35M – – –
CAMG
147
CWA Asset Management Group
Florida
$2.35M +$6.24K +150 +0.3%
ALWM
148
Andrews Lucia Wealth Management
California
$2.34M -$5.49K -132 -0.2%
AF
149
Advisornet Financial
Minnesota
$2.32M -$302K -7,247 -11%
LP
150
LGL Partners
Pennsylvania
$2.32M – – –
4 5
6
7 8