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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
176
Resource Consulting Group
Florida
$1.14M – – –
AF
177
Allworth Financial
California
$1.12M +$756K +19,459 +206%
SC
178
Shearwater Capital
Colorado
$1.12M – – –
WWM
179
Western Wealth Management
Colorado
$1.09M -$132K -3,400 -11%
SOAG
180
Silver Oak Advisory Group
Oregon
$1.09M -$36.3K -935 -3%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$1.09M – – –
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$1.07M -$645K -16,612 -38%
MA
183
MUFG Americas
New York
$1.07M – – –
NHC
184
Nicholas Hoffman & Company
Georgia
$1.06M +$78 +2 +0%
BFO
185
Biltmore Family Office
North Carolina
$1.06M – – –
WAG
186
Winthrop Advisory Group
Massachusetts
$1.06M +$1.13K +29 +0.1%
CAN
187
Cetera Advisor Networks
California
$1.05M +$63.5K +1,635 +6%
PFP
188
Pinnacle Financial Partners
Tennessee
$1.05M – – –
AWP
189
Abacus Wealth Partners
California
$1.04M – – –
FWP
190
Falcon Wealth Planning
California
$1.03M – – –
PCA
191
Personal Capital Advisors
California
$987K -$77.6K -1,999 -7%
PFBT
192
Parkside Financial Bank & Trust
Missouri
$982K – – –
BHWM
193
Beaird Harris Wealth Management
Texas
$981K +$99.8K +2,571 +11%
MW
194
Marcum Wealth
Ohio
$980K +$3.85K +99 +0.4%
WAM
195
WNY Asset Management
New York
$967K – – –
CPSAC
196
Chas P. Smith & Associates (CPS)
Florida
$963K -$6.21K -160 -0.6%
FWP
197
FAS Wealth Partners
Kansas
$954K +$3.73K +96 +0.4%
BFS
198
Bard Financial Services
Connecticut
$941K – – –
PFO
199
Pathstone Family Office
New Jersey
$912K +$453K +11,674 +99%
EWA
200
EP Wealth Advisors
California
$899K -$42.6K -1,098 -5%
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