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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
126
Mission Wealth Management
California
$6.72M +$28.5K +500 +0.4%
HWM
127
Hemington Wealth Management
Virginia
$6.68M -$2.62K -46 -0%
KAM
128
Kraft Asset Management
Tennessee
$6.57M +$67.4K +1,182 +1%
Financial Engines Advisors
129
Financial Engines Advisors
California
$6.56M +$3.54M +62,200 +117%
FIM
130
Freedom Investment Management
Connecticut
$6.56M -$119K -2,089 -2%
BAM
131
Bayshore Asset Management
Florida
$6.46M +$224K +3,932 +4%
AFG
132
Altiora Financial Group
Ohio
$6.36M – – –
KAS
133
KPP Advisory Services
Kentucky
$6.3M +$6.3M +110,567 New
QFA
134
Quantum Financial Advisors
California
$6.21M -$35.2K -618 -0.6%
SFG
135
SNS Financial Group
Minnesota
$6.15M -$179K -3,145 -3%
Cerity Partners
136
Cerity Partners
New York
$6.01M +$65.4K +1,154 +1%
CIAS
137
CFS Investment Advisory Services
New Jersey
$6.01M -$267K -4,677 -4%
CAC
138
Certified Advisory Corp
Florida
$5.84M -$455K -7,991 -7%
MSFS
139
Main Street Financial Solutions
Pennsylvania
$5.6M +$2.95M +51,824 +112%
IAA
140
Independent Advisor Alliance
North Carolina
$5.51M +$299K +5,250 +6%
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$5.32M +$8.21K +144 +0.2%
EFP
142
EnRich Financial Partners
Wisconsin
$5.31M -$9.57K -168 -0.2%
WSTAM
143
Wilbanks Smith & Thomas Asset Management
Virginia
$5.29M -$3.48K -61 -0.1%
DWM
144
Dopkins Wealth Management
New York
$5.25M -$62.3K -1,094 -1%
UCFA
145
United Capital Financial Advisors
Texas
$5.19M +$1.94K +34 +0%
SSB
146
Sandy Spring Bank
Maryland
$5.18M +$3.13M +54,997 +153%
GAM
147
Gemmer Asset Management
California
$5M -$83.1K -1,459 -2%
EWA
148
EverSource Wealth Advisors
Alabama
$4.97M +$2.73K +50 +0.1%
RSWM
149
Robertson Stephens Wealth Management
California
$4.72M – – –
IA
150
IFG Advisory
Georgia
$4.47M +$173K +3,037 +4%
4 5
6
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