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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
151
CWA Asset Management Group
Florida
$2.63M +$3.82K +82 +0.1%
TIM
152
Tortoise Investment Management
New York
$2.63M +$229K +4,930 +10%
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$2.62M – – –
AF
154
Advisornet Financial
Minnesota
$2.6M -$38.7K -832 -1%
LP
155
LGL Partners
Pennsylvania
$2.59M – – –
FC
156
Financial Council
Maryland
$2.58M – – –
W
157
WealthOne
New York
$2.57M -$14.7K -315 -0.6%
BP
158
Ballentine Partners
Massachusetts
$2.54M – – –
IWC
159
Integrated Wealth Concepts
Massachusetts
$2.51M -$172K -3,694 -6%
Financial Engines Advisors
160
Financial Engines Advisors
California
$2.48M -$67.7K -1,455 -3%
TFA
161
Triad Financial Advisors
North Carolina
$2.4M -$25.9K -556 -1%
MA
162
Montag & Associates
Georgia
$2.34M +$6.1K +131 +0.3%
WCA
163
Waypoint Capital Advisors
Minnesota
$2.34M +$336K +7,209 +17%
SSC
164
Syverson Strege & Co
Iowa
$2.33M +$3.21K +69 +0.1%
ALWM
165
Andrews Lucia Wealth Management
California
$2.29M -$517K -11,110 -18%
AF
166
Allworth Financial
California
$2.23M -$17.9K -384 -0.8%
CCM
167
Carlson Capital Management
Minnesota
$2.22M +$15.4K +330 +0.7%
LFA
168
Lauterbach Financial Advisors
Texas
$2.22M -$22.9K -491 -1%
RDWM
169
Red Door Wealth Management
Tennessee
$2.22M – – –
DWM
170
Drive Wealth Management
Utah
$2.15M -$798K -17,137 -27%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$2.13M -$50.8K -1,092 -2%
CFO
172
CVA Family Office
Colorado
$2.1M -$351K -7,537 -14%
BHWM
173
Beaird Harris Wealth Management
Texas
$2.1M -$50.6K -1,088 -2%
SIAG
174
Safeguard Investment Advisory Group
California
$2.07M -$128K -2,742 -6%
Northern Trust
175
Northern Trust
Illinois
$2.01M -$183K -3,928 -8%
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