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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
126
Dopkins Wealth Management
New York
$4.34M -$27.4K -588 -0.6%
PFO
127
Pathstone Family Office
New Jersey
$4.27M +$701K +15,050 +20%
EWA
128
EverSource Wealth Advisors
Alabama
$4.26M – – –
GAM
129
Gemmer Asset Management
California
$4.14M -$197K -4,223 -5%
FEG
130
Fund Evaluation Group
Ohio
$3.9M +$12.1K +260 +0.3%
AWM
131
Apollon Wealth Management
South Carolina
$3.88M +$2.27M +48,740 +141%
JPMPWA
132
J.P. Morgan Private Wealth Advisors
California
$3.75M +$218K +4,688 +6%
IAA
133
Independent Advisor Alliance
North Carolina
$3.71M +$2.07M +44,462 +126%
SHGA
134
Sand Hill Global Advisors
California
$3.53M -$66K -1,417 -2%
IA
135
IFG Advisory
Georgia
$3.5M +$108K +2,328 +3%
RSWM
136
Robertson Stephens Wealth Management
California
$3.39M +$392K +8,417 +13%
ASN
137
Advisory Services Network
Georgia
$3.3M -$512 -11 -0%
LI
138
LVZ Inc
Michigan
$3.28M -$45.9K -986 -1%
BA
139
Bridgewater Advisors
New York
$3.05M -$89.4K -1,920 -3%
RCM
140
Rain Capital Management
Oregon
$3.01M +$8.19K +176 +0.3%
HR
141
Hardy Reed
Mississippi
$2.98M – – –
CG
142
Colony Group
Massachusetts
$2.98M +$1.96K +42 +0.1%
CAN
143
Cetera Advisor Networks
California
$2.93M +$1.66M +35,705 +131%
HIA
144
HTG Investment Advisors
Connecticut
$2.81M – – –
EWM
145
Empirical Wealth Management
Washington
$2.77M -$21.2K -456 -0.8%
WFA
146
Websterrogers Financial Advisors
South Carolina
$2.75M -$328K -7,055 -11%
Brown Advisory
147
Brown Advisory
Maryland
$2.75M -$58.4K -1,255 -2%
TWD
148
True Wealth Design
Ohio
$2.69M -$354K -7,611 -12%
MFT
149
Moisand Fitzgerald Tamayo
Florida
$2.67M -$101K -2,180 -4%
WA
150
Waverly Advisors
Alabama
$2.65M +$60.3K +1,296 +2%
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