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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
1
Intelligence Driven Advisers
California
$92.5M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
3
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
2
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
3
Plancorp LLC
Missouri
$272M
4
MA
4
Mutual Advisors
Nebraska
$8.52M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHGA
151
Sand Hill Global Advisors
California
$3.92M -$14.9K -287 -0.4%
IA
152
IFG Advisory
Georgia
$3.91M +$10.5K +202 +0.3%
LI
153
LVZ Inc
Michigan
$3.76M +$109K +2,098 +3%
ASN
154
Advisory Services Network
Georgia
$3.67M – – –
BA
155
Bridgewater Advisors
New York
$3.4M +$1.09K +21 +0%
RCM
156
Rain Capital Management
Oregon
$3.36M +$9.17K +177 +0.3%
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$3.32M +$3.32M +64,030 New
HR
158
Hardy Reed
Mississippi
$3.32M – – –
EWM
159
Empirical Wealth Management
Washington
$3.23M +$152K +2,939 +5%
KCPG
160
Kavar Capital Partners Group
Kansas
$3.21M +$1.61M +31,139 +101%
HIA
161
HTG Investment Advisors
Connecticut
$3.11M -$10.4K -200 -0.3%
Brown Advisory
162
Brown Advisory
Maryland
$3.06M – – –
WFA
163
Websterrogers Financial Advisors
South Carolina
$3.06M -$7.26K -140 -0.2%
HWM
164
HFG Wealth Management
Texas
$3.05M +$3.05M +58,837 New
RJA
165
Raymond James & Associates
Florida
$2.97M +$1.55M +29,922 +109%
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$2.95M +$30.1K +580 +1%
WA
167
Waverly Advisors
Alabama
$2.95M +$2.38K +46 +0.1%
CAMG
168
CWA Asset Management Group
Florida
$2.94M +$5.6K +108 +0.2%
TIM
169
Tortoise Investment Management
New York
$2.93M – – –
AF
170
Advisornet Financial
Minnesota
$2.9M +$10.5K +202 +0.4%
LP
171
LGL Partners
Pennsylvania
$2.89M – – –
CCA
172
Clarity Capital Advisors
Florida
$2.88M +$2.88M +55,536 New
FC
173
Financial Council
Maryland
$2.87M – – –
IAG
174
Investment Advisory Group
Massachusetts
$2.83M +$730K +14,076 +35%
BP
175
Ballentine Partners
Massachusetts
$2.83M – – –
5 6
7
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