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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$1.6M +$401K +9,637 +33%
CIAS
177
CFS Investment Advisory Services
New Jersey
$1.58M -$222K -5,345 -12%
MCA
178
Maryland Capital Advisors
Maryland
$1.57M – – –
Financial Engines Advisors
179
Financial Engines Advisors
California
$1.5M +$7.62K +183 +0.5%
WCA
180
Waypoint Capital Advisors
Minnesota
$1.5M – – –
EPP
181
ETF Portfolio Partners
Kansas
$1.46M – – –
KPWS
182
Kestra Private Wealth Services
Texas
$1.44M -$245K -5,897 -15%
AWM
183
Apollon Wealth Management
South Carolina
$1.44M +$1.44M +34,525 New
SSB
184
Sandy Spring Bank
Maryland
$1.43M +$86.1K +2,070 +6%
ANB
185
Amarillo National Bank
Texas
$1.42M – – –
Fidelity Investments
186
Fidelity Investments
Massachusetts
$1.41M -$34.5K -830 -2%
EWA
187
Exencial Wealth Advisors
Oklahoma
$1.4M -$17.1K -411 -1%
IAG
188
Investment Advisory Group
Massachusetts
$1.35M -$39.1K -940 -3%
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$1.34M +$369K +8,478 +38%
VCA
190
Verdence Capital Advisors
Maryland
$1.32M -$2.04K -49 -0.2%
TI
191
Truepoint Inc
Ohio
$1.32M -$57.8K -1,389 -4%
KCPG
192
Kavar Capital Partners Group
Kansas
$1.27M -$62.3K -1,496 -5%
US Bancorp
193
US Bancorp
Minnesota
$1.25M +$1.14M +27,446 +1,077%
RCG
194
Resource Consulting Group
Florida
$1.22M – – –
Bank of New York Mellon
195
Bank of New York Mellon
New York
$1.22M -$101K -2,439 -8%
AWM
196
Aprio Wealth Management
Georgia
$1.21M -$50.5K -1,214 -4%
SC
197
Shearwater Capital
Colorado
$1.2M – – –
CAN
198
Cetera Advisor Networks
California
$1.18M +$55.2K +1,326 +5%
USCWA
199
U.S. Capital Wealth Advisors
Texas
$1.16M – – –
RJA
200
Raymond James & Associates
Florida
$1.16M +$331K +7,966 +40%
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8
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