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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.76B
2
EWA
EP Wealth Advisors
California
$45.4M
3
PCA
Prosperity Capital Advisors
Ohio
$31M
4
TAM
TCP Asset Management
Ohio
$11.1M
5
FFM
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$13.4M
2
MAM
McLean Asset Management
Virginia
$31.4M
3
TFA
Triad Financial Advisors
North Carolina
$2.32M
4
PL
Plancorp LLC
Missouri
$249M
5
Truist Financial
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
151
LGL Partners
Pennsylvania
$2.48M – – –
Financial Engines Advisors
152
Financial Engines Advisors
California
$2.47M +$862K +19,399 +54%
W
153
WealthOne
New York
$2.46M +$844 +19 +0%
FC
154
Financial Council
Maryland
$2.46M -$50.7K -1,142 -2%
BP
155
Ballentine Partners
Massachusetts
$2.43M – – –
TIM
156
Tortoise Investment Management
New York
$2.42M +$653K +14,700 +37%
CFO
157
CVA Family Office
Colorado
$2.33M +$7.24K +163 +0.3%
TFA
158
Triad Financial Advisors
North Carolina
$2.32M -$3.5M -78,685 -60%
MA
159
Montag & Associates
Georgia
$2.23M +$5.24K +118 +0.2%
SSC
160
Syverson Strege & Co
Iowa
$2.22M -$6.44K -145 -0.3%
Northern Trust
161
Northern Trust
Illinois
$2.21M +$136K +3,065 +7%
LFA
162
Lauterbach Financial Advisors
Texas
$2.16M -$1.07K -24 -0%
BHWM
163
Beaird Harris Wealth Management
Texas
$2.16M +$210K +4,718 +11%
YWM
164
Yoder Wealth Management
California
$2.15M +$2.15M +48,327 New
CIA
165
Caerus Investment Advisors
Texas
$2.14M +$2.14M +48,098 New
CCM
166
Carlson Capital Management
Minnesota
$2.1M +$1.38K +31 +0.1%
SHWM
167
Silicon Hills Wealth Management
Texas
$2.09M -$2.29M -51,495 -52%
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$2.09M +$725K +16,323 +53%
FOA
169
Five Oceans Advisors
California
$2.04M +$74.2K +1,669 +4%
MSWMA
170
Market Street Wealth Management Advisors
Indiana
$2.03M +$26.5K +597 +1%
BCI
171
Brinker Capital Investments
Pennsylvania
$1.98M +$1.44M +32,440 +267%
OPS
172
Orion Portfolio Solutions
Nebraska
$1.98M +$1.53M +34,390 +337%
RPGK
173
Retirement Planning Group (Kansas)
Kansas
$1.93M -$11.3K -255 -0.6%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$1.93M +$139K +3,121 +8%
WCA
175
Waypoint Capital Advisors
Minnesota
$1.91M +$314K +7,078 +20%
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