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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.37%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
1
Avestar Capital
New York
$17.3M
2
ZF
2
Zhang Financial
Michigan
$42.8M
3
CWG
3
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
1
Warwick Investment Management
Texas
$0
2
SIS
2
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$169M
4
CFO
4
Colony Family Offices
North Carolina
$45.1M
5
PL
5
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
126
Pathstone Family Office
New Jersey
$3.69M +$3.12M +64,842 +550%
JPMPWA
127
J.P. Morgan Private Wealth Advisors
California
$3.65M -$374K -7,756 -9%
IA
128
IFG Advisory
Georgia
$3.51M +$132K +2,737 +4%
LI
129
LVZ Inc
Michigan
$3.44M +$400K +8,298 +13%
ASN
130
Advisory Services Network
Georgia
$3.41M -$21.7K -450 -0.6%
CIAS
131
CFS Investment Advisory Services
New Jersey
$3.28M +$435K +9,028 +15%
BA
132
Bridgewater Advisors
New York
$3.25M -$22.6K -470 -0.7%
WFA
133
Websterrogers Financial Advisors
South Carolina
$3.19M -$176K -3,663 -5%
TWD
134
True Wealth Design
Ohio
$3.15M – – –
RSWM
135
Robertson Stephens Wealth Management
California
$3.1M – – –
RCM
136
Rain Capital Management
Oregon
$3.1M +$7.47K +155 +0.2%
HR
137
Hardy Reed
Mississippi
$3.08M – – –
CG
138
Colony Group
Massachusetts
$3.08M +$223K +4,632 +8%
DWM
139
Drive Wealth Management
Utah
$3.05M -$1.61M -33,431 -35%
ALWM
140
Andrews Lucia Wealth Management
California
$2.91M +$96.2K +1,997 +3%
Brown Advisory
141
Brown Advisory
Maryland
$2.91M -$16.3K -338 -0.6%
HIA
142
HTG Investment Advisors
Connecticut
$2.9M -$10.2K -212 -0.4%
EWM
143
Empirical Wealth Management
Washington
$2.88M -$24.6K -510 -0.8%
MFT
144
Moisand Fitzgerald Tamayo
Florida
$2.87M -$72.1K -1,498 -2%
IWC
145
Integrated Wealth Concepts
Massachusetts
$2.78M -$283K -5,869 -9%
AF
146
Advisornet Financial
Minnesota
$2.73M -$156K -3,230 -5%
CAMG
147
CWA Asset Management Group
Florida
$2.72M -$8.24K -171 -0.3%
PWPS
148
Pinnacle Wealth Planning Services
Ohio
$2.71M -$645K -13,396 -19%
LP
149
LGL Partners
Pennsylvania
$2.68M – – –
W
150
WealthOne
New York
$2.68M +$5.15K +107 +0.2%
4 5
6
7 8