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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$791M
2
EWA
EP Wealth Advisors
California
+$45M
3
PCA
Prosperity Capital Advisors
Ohio
+$15.3M
4
TAM
TCP Asset Management
Ohio
+$11.1M
5
FFM
Flagstone Financial Management
Nebraska
+$9.61M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$16.9M
2
MAM
McLean Asset Management
Virginia
-$4.24M
3
TFA
Triad Financial Advisors
North Carolina
-$3.5M
4
PL
Plancorp LLC
Missouri
-$3.41M
5
Truist Financial
Truist Financial
North Carolina
-$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
176
LAM Group
Oregon
$1.9M +$25.5K +575 +1%
CSWM
177
Cassady Schiller Wealth Management
Ohio
$1.88M – – –
AFS
178
Annapolis Financial Services
Maryland
$1.83M -$160K -3,592 -8%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$1.81M -$143K -3,219 -7%
IWN
180
Independent Wealth Network
Iowa
$1.79M -$1.33K -30 -0.1%
AF
181
Allworth Financial
California
$1.75M +$37.5K +844 +2%
MHS
182
M Holdings Securities
Oregon
$1.74M +$18.8K +422 +1%
MSFS
183
Main Street Financial Solutions
Pennsylvania
$1.68M -$149K -3,362 -8%
MCA
184
Maryland Capital Advisors
Maryland
$1.68M – – –
AAS
185
Ameritas Advisory Services
Nebraska
$1.61M -$1.33M -29,856 -45%
Citadel Advisors
186
Citadel Advisors
Florida
$1.59M +$1.59M +35,773 New
EPP
187
ETF Portfolio Partners
Kansas
$1.56M – – –
KPWS
188
Kestra Private Wealth Services
Texas
$1.54M +$4.75K +107 +0.3%
AWM
189
Apollon Wealth Management
South Carolina
$1.53M – – –
NAM
190
NorthCrest Asset Manangement
Minnesota
$1.53M +$1.53M +34,498 New
SSB
191
Sandy Spring Bank
Maryland
$1.52M -$1.11K -25 -0.1%
ANB
192
Amarillo National Bank
Texas
$1.51M – – –
IAG
193
Investment Advisory Group
Massachusetts
$1.5M +$63.4K +1,428 +4%
ASI
194
Advisory Services & Investments
Oregon
$1.48M +$306K +6,877 +26%
SFC
195
Strategic Financial Concepts
Texas
$1.48M +$1.48M +33,208 New
EWA
196
Exencial Wealth Advisors
Oklahoma
$1.45M -$50K -1,126 -3%
VCA
197
Verdence Capital Advisors
Maryland
$1.41M +$44 +1 +0%
ACA
198
Aptus Capital Advisors
Alabama
$1.4M +$1.4M +31,571 New
AWM
199
Aprio Wealth Management
Georgia
$1.36M +$69K +1,553 +5%
KCPG
200
Kavar Capital Partners Group
Kansas
$1.36M +$4.22K +95 +0.3%
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