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Dimensional US Equity ETF
DFUS

Overview Fund Activity

384 hedge funds and large institutions have $3.18B invested in Dimensional US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+53
Holders Change %
+16.01%
% of All Funds
6.49%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.9%
New
72
Increased
124
Reduced
86
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$37.4M
2
MAM
McLean Asset Management
Virginia
$33.2M
3
AWM
AE Wealth Management
Kansas
$26.5M
4
AC
Apella Capital
Connecticut
$17M
5
KAS
Kestra Advisory Services
Texas
$28.8M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$188M
2
AF
Advisornet Financial
Minnesota
$2.55M
3
IFA
Index Fund Advisors
California
$240M
4
CL
CPWM LLC
Washington
$7.29M
5
MML Investors Services
MML Investors Services
Massachusetts
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
151
M Holdings Securities
Oregon
$1.51M – – –
HSG
152
Helen Stephens Group
Texas
$1.48M +$328K +8,055 +29%
IWN
153
Independent Wealth Network
Iowa
$1.47M +$99.4K +2,439 +7%
Financial Engines Advisors
154
Financial Engines Advisors
California
$1.46M +$1.46M +35,913 New
Fidelity Investments
155
Fidelity Investments
Massachusetts
$1.45M -$326 -8 -0%
EPP
156
ETF Portfolio Partners
Kansas
$1.43M – – –
NAM
157
NorthCrest Asset Manangement
Minnesota
$1.41M +$1.41M +34,498 New
ANB
158
Amarillo National Bank
Texas
$1.39M +$1.39M +34,028 New
TI
159
Truepoint Inc
Ohio
$1.35M – – –
ASI
160
Advisory Services & Investments
Oregon
$1.34M +$191K +4,698 +17%
IAG
161
Investment Advisory Group
Massachusetts
$1.3M +$95.7K +2,347 +8%
Bank of New York Mellon
162
Bank of New York Mellon
New York
$1.3M +$891K +21,857 +217%
KCPG
163
Kavar Capital Partners Group
Kansas
$1.3M +$4.73K +116 +0.4%
VCA
164
Verdence Capital Advisors
Maryland
$1.3M +$41 +1 +0%
AWM
165
Aprio Wealth Management
Georgia
$1.29M +$1.29M +31,708 New
WWM
166
Western Wealth Management
Colorado
$1.29M +$1.29M +31,573 New
SSB
167
Sandy Spring Bank
Maryland
$1.27M +$1.27M +31,172 New
Jane Street
168
Jane Street
New York
$1.25M +$251K +6,169 +25%
Susquehanna International Group
169
Susquehanna International Group
Pennsylvania
$1.21M -$439K -10,758 -27%
RCG
170
Resource Consulting Group
Florida
$1.19M – – –
SOAG
171
Silver Oak Advisory Group
Oregon
$1.19M -$14.1K -346 -1%
SC
172
Shearwater Capital
Colorado
$1.17M – – –
MSFS
173
Main Street Financial Solutions
Pennsylvania
$1.17M +$1.17M +28,729 New
USCWA
174
U.S. Capital Wealth Advisors
Texas
$1.14M – – –
AAS
175
Avantax Advisory Services
Texas
$1.12M +$256K +6,274 +29%
5 6
7
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