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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
151
Moisand Fitzgerald Tamayo
Florida
$2.31M +$688K +16,535 +42%
W
152
WealthOne
New York
$2.31M +$1.62K +39 +0.1%
BP
153
Ballentine Partners
Massachusetts
$2.27M – – –
CFO
154
CVA Family Office
Colorado
$2.18M -$372K -8,949 -15%
SSC
155
Syverson Strege & Co
Iowa
$2.08M -$57K -1,369 -3%
MA
156
Montag & Associates
Georgia
$2.08M +$7.24K +174 +0.3%
IWC
157
Integrated Wealth Concepts
Massachusetts
$2.06M +$16.3K +391 +0.8%
LFA
158
Lauterbach Financial Advisors
Texas
$2.03M +$21.1K +506 +1%
CCM
159
Carlson Capital Management
Minnesota
$1.96M -$42.4K -1,020 -2%
ICG
160
InterOcean Capital Group
Tennessee
$1.94M +$208 +5 +0%
Northern Trust
161
Northern Trust
Illinois
$1.94M -$122K -2,936 -6%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$1.89M -$113K -2,635 -6%
MSWMA
163
Market Street Wealth Management Advisors
Indiana
$1.88M -$513K -12,330 -21%
AFS
164
Annapolis Financial Services
Maryland
$1.87M +$87.5K +2,103 +5%
FOA
165
Five Oceans Advisors
California
$1.84M +$113K +2,711 +7%
Jane Street
166
Jane Street
New York
$1.83M +$1.27M +30,636 +231%
BHWM
167
Beaird Harris Wealth Management
Texas
$1.82M +$773K +18,579 +73%
RPGK
168
Retirement Planning Group (Kansas)
Kansas
$1.82M -$111K -2,666 -6%
CSWM
169
Cassady Schiller Wealth Management
Ohio
$1.77M +$6.45K +155 +0.4%
LG
170
LAM Group
Oregon
$1.76M +$1.76M +42,179 New
MSFS
171
Main Street Financial Solutions
Pennsylvania
$1.72M +$175K +4,209 +11%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$1.68M -$45.7K -1,098 -3%
IWN
173
Independent Wealth Network
Iowa
$1.68M +$208K +5,009 +14%
TIM
174
Tortoise Investment Management
New York
$1.65M +$779K +18,715 +89%
MHS
175
M Holdings Securities
Oregon
$1.61M +$61.7K +1,483 +4%
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