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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWN
176
Independent Wealth Network
Iowa
$2.02M +$77.3K +1,605 +4%
AFS
177
Annapolis Financial Services
Maryland
$1.96M -$28.5K -591 -1%
YWM
178
Yoder Wealth Management
California
$1.95M -$374K -7,764 -16%
MHS
179
M Holdings Securities
Oregon
$1.92M +$29.8K +619 +2%
WRPWM
180
Werba Rubin Papier Wealth Management
California
$1.89M +$854K +17,737 +82%
MCA
181
Maryland Capital Advisors
Maryland
$1.82M – – –
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$1.82M -$151K -3,126 -8%
IAG
183
Investment Advisory Group
Massachusetts
$1.81M +$185K +3,850 +11%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$1.8M -$24K -499 -1%
AAS
185
Ameritas Advisory Services
Nebraska
$1.76M +$35.4K +744 +2%
IAA
186
Independent Advisor Alliance
North Carolina
$1.7M +$1.08M +22,511 +176%
SSB
187
Sandy Spring Bank
Maryland
$1.69M +$43.5K +903 +3%
EPP
188
ETF Portfolio Partners
Kansas
$1.69M – – –
KPWS
189
Kestra Private Wealth Services
Texas
$1.67M +$5.59K +116 +0.3%
MGIA
190
Moneta Group Investment Advisors
Missouri
$1.67M +$515K +10,687 +45%
AWM
191
Apollon Wealth Management
South Carolina
$1.66M – – –
NAM
192
NorthCrest Asset Manangement
Minnesota
$1.66M – – –
ANB
193
Amarillo National Bank
Texas
$1.64M – – –
EWA
194
EP Wealth Advisors
California
$1.61M – – –
ASI
195
Advisory Services & Investments
Oregon
$1.6M -$5.92K -123 -0.4%
SFC
196
Strategic Financial Concepts
Texas
$1.58M -$15.8K -328 -1%
VCA
197
Verdence Capital Advisors
Maryland
$1.51M -$24.8K -514 -2%
EWA
198
Exencial Wealth Advisors
Oklahoma
$1.5M -$65.2K -1,353 -4%
ACA
199
Aptus Capital Advisors
Alabama
$1.5M -$16.4K -340 -1%
KCPG
200
Kavar Capital Partners Group
Kansas
$1.48M +$5.01K +104 +0.3%
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