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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
176
Orion Portfolio Solutions
Nebraska
$2.01M +$12.6K +271 +0.6%
BCI
177
Brinker Capital Investments
Pennsylvania
$2.01M +$12.6K +271 +0.6%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$1.99M +$172K +3,549 +9%
LG
179
LAM Group
Oregon
$1.99M – – –
IWN
180
Independent Wealth Network
Iowa
$1.98M +$27.3K +587 +1%
RPGK
181
Retirement Planning Group (Kansas)
Kansas
$1.97M – – –
CSWM
182
Cassady Schiller Wealth Management
Ohio
$1.96M – – –
MSWMA
183
Market Street Wealth Management Advisors
Indiana
$1.96M -$94.4K -2,028 -5%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$1.9M +$164K +3,518 +9%
Cerity Partners
185
Cerity Partners
New York
$1.9M -$2.46M -52,839 -56%
AFS
186
Annapolis Financial Services
Maryland
$1.89M – – –
IAG
187
Investment Advisory Group
Massachusetts
$1.89M +$137K +2,933 +8%
MHS
188
M Holdings Securities
Oregon
$1.86M +$8.84K +190 +0.5%
MCA
189
Maryland Capital Advisors
Maryland
$1.76M – – –
AAS
190
Ameritas Advisory Services
Nebraska
$1.71M -$15.8K -339 -0.9%
SSB
191
Sandy Spring Bank
Maryland
$1.65M +$11.5K +248 +0.7%
WRPWM
192
Werba Rubin Papier Wealth Management
California
$1.65M -$182K -3,913 -10%
EPP
193
ETF Portfolio Partners
Kansas
$1.63M – – –
KPWS
194
Kestra Private Wealth Services
Texas
$1.62M +$5.49K +118 +0.3%
NAM
195
NorthCrest Asset Manangement
Minnesota
$1.61M – – –
YWM
196
Yoder Wealth Management
California
$1.59M -$299K -6,423 -16%
ANB
197
Amarillo National Bank
Texas
$1.58M – – –
MGIA
198
Moneta Group Investment Advisors
Missouri
$1.58M -$39.3K -845 -2%
EWA
199
EP Wealth Advisors
California
$1.57M -$83.3M -1,789,004 -98%
DFC
200
DBK Financial Counsel
Ohio
$1.56M +$203K +4,360 +15%
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