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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.76B
2
EWA
EP Wealth Advisors
California
$45.4M
3
PCA
Prosperity Capital Advisors
Ohio
$31M
4
TAM
TCP Asset Management
Ohio
$11.1M
5
FFM
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$13.4M
2
MAM
McLean Asset Management
Virginia
$31.4M
3
TFA
Triad Financial Advisors
North Carolina
$2.32M
4
PL
Plancorp LLC
Missouri
$249M
5
Truist Financial
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
126
Sand Hill Global Advisors
California
$3.43M – – –
ASN
127
Advisory Services Network
Georgia
$3.17M -$193K -4,339 -6%
IA
128
IFG Advisory
Georgia
$3.12M +$88.9K +2,001 +3%
WFA
129
Websterrogers Financial Advisors
South Carolina
$3.1M -$42.3K -952 -1%
PWPS
130
Pinnacle Wealth Planning Services
Ohio
$3.1M +$20.5K +462 +0.7%
BA
131
Bridgewater Advisors
New York
$3.02M – – –
TWD
132
True Wealth Design
Ohio
$2.91M +$2.91M +65,420 New
RSWM
133
Robertson Stephens Wealth Management
California
$2.86M – – –
BCM
134
Brainard Capital Management
Texas
$2.86M +$69.6K +1,567 +2%
RCM
135
Rain Capital Management
Oregon
$2.86M -$25.4K -571 -0.9%
HR
136
Hardy Reed
Mississippi
$2.84M -$84.4K -1,900 -3%
IWC
137
Integrated Wealth Concepts
Massachusetts
$2.82M +$619K +13,933 +28%
LI
138
LVZ Inc
Michigan
$2.8M -$28.3K -637 -1%
MFT
139
Moisand Fitzgerald Tamayo
Florida
$2.72M +$246K +5,537 +10%
Brown Advisory
140
Brown Advisory
Maryland
$2.7M -$10.9K -245 -0.4%
HIA
141
HTG Investment Advisors
Connecticut
$2.69M -$30.7K -692 -1%
HSG
142
Helen Stephens Group
Texas
$2.68M +$76.8K +1,728 +3%
EWM
143
Empirical Wealth Management
Washington
$2.68M +$84.1K +1,892 +3%
AF
144
Advisornet Financial
Minnesota
$2.66M +$178K +4,016 +7%
HWM
145
HFG Wealth Management
Texas
$2.65M +$2.65M +59,553 New
CG
146
Colony Group
Massachusetts
$2.64M +$1.07K +24 +0%
CIAS
147
CFS Investment Advisory Services
New Jersey
$2.63M +$939K +21,144 +56%
ALWM
148
Andrews Lucia Wealth Management
California
$2.59M +$94.1K +2,118 +4%
CAMG
149
CWA Asset Management Group
Florida
$2.52M +$4.44K +100 +0.2%
SIAG
150
Safeguard Investment Advisory Group
California
$2.51M -$528K -11,881 -17%
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