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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
1
Intelligence Driven Advisers
California
$92.5M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
3
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
2
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
3
Plancorp LLC
Missouri
$272M
4
MA
4
Mutual Advisors
Nebraska
$8.52M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEG
126
Fund Evaluation Group
Ohio
$6.05M +$1.71M +32,926 +39%
KAM
127
Kraft Asset Management
Tennessee
$5.91M +$642K +12,381 +12%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$5.84M +$286K +5,518 +5%
CAN
129
Cetera Advisor Networks
California
$5.8M +$2.53M +48,896 +78%
SPI
130
Sutton Place Investors
New York
$5.8M +$453K +8,747 +8%
AFG
131
Altiora Financial Group
Ohio
$5.79M +$5.2M +100,262 +877%
SFG
132
SNS Financial Group
Minnesota
$5.75M -$509K -9,828 -8%
CAC
133
Certified Advisory Corp
Florida
$5.72M +$5.72M +110,434 New
CIAS
134
CFS Investment Advisory Services
New Jersey
$5.7M +$134K +2,581 +2%
Jane Street
135
Jane Street
New York
$5.7M +$5.32M +102,669 +1,394%
QFA
136
Quantum Financial Advisors
California
$5.68M -$1.09K -21 -0%
BAM
137
Bayshore Asset Management
Florida
$5.67M -$143K -2,765 -2%
Cerity Partners
138
Cerity Partners
New York
$5.44M +$3.32M +64,082 +157%
SP
139
Stonebrook Private
Michigan
$5.34M +$5.34M +103,065 New
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$4.83M +$4.83M +93,278 New
EFP
141
EnRich Financial Partners
Wisconsin
$4.83M +$4.83M +93,274 New
DWM
142
Dopkins Wealth Management
New York
$4.83M -$8.6K -166 -0.2%
WSTAM
143
Wilbanks Smith & Thomas Asset Management
Virginia
$4.82M -$21.2K -409 -0.4%
IAA
144
Independent Advisor Alliance
North Carolina
$4.74M +$605K +11,678 +15%
UCFA
145
United Capital Financial Advisors
Texas
$4.72M -$2.01M -38,769 -30%
EWA
146
EverSource Wealth Advisors
Alabama
$4.71M -$25.1K -485 -0.5%
GAM
147
Gemmer Asset Management
California
$4.62M +$13.3K +257 +0.3%
AWM
148
Apollon Wealth Management
South Carolina
$4.44M +$120K +2,317 +3%
RSWM
149
Robertson Stephens Wealth Management
California
$4.3M +$522K +10,064 +14%
ACA
150
American Capital Advisory
Idaho
$4.07M +$4.07M +78,522 New
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