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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
151
Raymond James & Associates
Florida
$4.41M +$1.14M +20,091 +35%
SHGA
152
Sand Hill Global Advisors
California
$4.29M -$14.9K -261 -0.3%
IAG
153
Investment Advisory Group
Massachusetts
$4.1M +$981K +17,215 +31%
ASN
154
Advisory Services Network
Georgia
$4.01M -$30.8K -540 -0.8%
LI
155
LVZ Inc
Michigan
$3.98M -$155K -2,727 -4%
CAM
156
CPA Asset Management
Florida
$3.97M +$3.69M +64,762 +1,302%
EWA
157
Exencial Wealth Advisors
Oklahoma
$3.74M +$823K +14,441 +28%
BA
158
Bridgewater Advisors
New York
$3.74M – – –
EWM
159
Empirical Wealth Management
Washington
$3.72M +$168K +2,949 +5%
HR
160
Hardy Reed
Mississippi
$3.65M – – –
PS
161
Portfolio Strategies
New York
$3.65M +$3.65M +64,006 New
Focus Partners Wealth
162
Focus Partners Wealth
Massachusetts
$3.64M -$4.56K -80 -0.1%
AWM
163
Apollon Wealth Management
South Carolina
$3.58M -$1.29M -22,690 -27%
Betterment LLC
164
Betterment LLC
New York
$3.54M +$749K +13,147 +27%
HIA
165
HTG Investment Advisors
Connecticut
$3.42M – – –
Brown Advisory
166
Brown Advisory
Maryland
$3.37M – – –
WFA
167
Websterrogers Financial Advisors
South Carolina
$3.32M -$37.2K -653 -1%
TIM
168
Tortoise Investment Management
New York
$3.28M +$57K +1,000 +2%
WA
169
Waverly Advisors
Alabama
$3.26M +$15.7K +275 +0.5%
CAMG
170
CWA Asset Management Group
Florida
$3.23M +$2.85K +50 +0.1%
LP
171
LGL Partners
Pennsylvania
$3.18M – – –
CCA
172
Clarity Capital Advisors
Florida
$3.17M +$10.1K +177 +0.3%
BP
173
Ballentine Partners
Massachusetts
$3.12M – – –
PWPS
174
Pinnacle Wealth Planning Services
Ohio
$3.11M -$128K -2,247 -4%
AF
175
Allworth Financial
California
$3.1M +$9.12K +160 +0.3%
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7
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