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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
151
Waverly Advisors
Alabama
$2.67M +$2.18M +45,315 +444%
FC
152
Financial Council
Maryland
$2.67M – – –
Financial Engines Advisors
153
Financial Engines Advisors
California
$2.64M -$33K -685 -1%
BP
154
Ballentine Partners
Massachusetts
$2.63M – – –
CFO
155
CVA Family Office
Colorado
$2.54M +$8.52K +177 +0.3%
TFA
156
Triad Financial Advisors
North Carolina
$2.51M -$3.42K -71 -0.1%
TIM
157
Tortoise Investment Management
New York
$2.48M -$137K -2,845 -5%
MA
158
Montag & Associates
Georgia
$2.42M +$6.16K +128 +0.3%
SSC
159
Syverson Strege & Co
Iowa
$2.4M +$2.17K +45 +0.1%
AF
160
Allworth Financial
California
$2.33M +$433K +8,984 +23%
LFA
161
Lauterbach Financial Advisors
Texas
$2.32M -$27K -560 -1%
RDWM
162
Red Door Wealth Management
Tennessee
$2.3M +$2.3M +47,654 New
CCM
163
Carlson Capital Management
Minnesota
$2.28M +$6.02K +125 +0.3%
Northern Trust
164
Northern Trust
Illinois
$2.27M -$118K -2,454 -5%
SIAG
165
Safeguard Investment Advisory Group
California
$2.27M -$449K -9,321 -16%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$2.26M +$161K +3,337 +8%
BHWM
167
Beaird Harris Wealth Management
Texas
$2.22M -$116K -2,416 -5%
SHWM
168
Silicon Hills Wealth Management
Texas
$2.18M -$87.7K -1,822 -4%
MSWMA
169
Market Street Wealth Management Advisors
Indiana
$2.12M -$77.4K -1,607 -4%
OPS
170
Orion Portfolio Solutions
Nebraska
$2.07M -$76.8K -1,595 -4%
BCI
171
Brinker Capital Investments
Pennsylvania
$2.07M -$76.8K -1,595 -4%
WCA
172
Waypoint Capital Advisors
Minnesota
$2.07M – – –
LG
173
LAM Group
Oregon
$2.06M – – –
RPGK
174
Retirement Planning Group (Kansas)
Kansas
$2.04M -$55.5K -1,153 -3%
CSWM
175
Cassady Schiller Wealth Management
Ohio
$2.03M -$12.7K -264 -0.6%
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