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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
151
Moisand Fitzgerald Tamayo
Florida
$1.52M +$472K +12,164 +45%
MCA
152
Maryland Capital Advisors
Maryland
$1.47M – – –
MHS
153
M Holdings Securities
Oregon
$1.45M +$11.5K +295 +0.8%
MSFS
154
Main Street Financial Solutions
Pennsylvania
$1.44M +$323K +8,307 +29%
HSG
155
Helen Stephens Group
Texas
$1.41M +$5.2K +134 +0.4%
AAS
156
Ameritas Advisory Services
Nebraska
$1.41M -$31K -799 -2%
WCA
157
Waypoint Capital Advisors
Minnesota
$1.4M -$152K -3,904 -10%
Financial Engines Advisors
158
Financial Engines Advisors
California
$1.39M – – –
IWN
159
Independent Wealth Network
Iowa
$1.37M -$24.5K -631 -2%
ZF
160
Zhang Financial
Michigan
$1.36M +$1.36M +35,028 New
EPP
161
ETF Portfolio Partners
Kansas
$1.36M – – –
Fidelity Investments
162
Fidelity Investments
Massachusetts
$1.35M -$28K -721 -2%
ASI
163
Advisory Services & Investments
Oregon
$1.35M +$76.8K +1,979 +6%
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
$1.35M +$191K +4,930 +17%
NAM
165
NorthCrest Asset Manangement
Minnesota
$1.34M – – –
EWA
166
Exencial Wealth Advisors
Oklahoma
$1.33M -$154K -3,971 -10%
ANB
167
Amarillo National Bank
Texas
$1.32M – – –
IAG
168
Investment Advisory Group
Massachusetts
$1.29M +$54.7K +1,409 +4%
TI
169
Truepoint Inc
Ohio
$1.29M – – –
SSB
170
Sandy Spring Bank
Maryland
$1.25M +$40.4K +1,041 +3%
KCPG
171
Kavar Capital Partners Group
Kansas
$1.24M +$4.93K +127 +0.4%
VCA
172
Verdence Capital Advisors
Maryland
$1.24M +$39 +1 +0%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$1.23M -$11K -284 -0.9%
AWM
174
Aprio Wealth Management
Georgia
$1.18M -$53.5K -1,379 -4%
AAS
175
Avantax Advisory Services
Texas
$1.16M +$93.7K +2,415 +9%
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