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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
1
Intelligence Driven Advisers
California
$92.5M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
3
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
2
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
3
Plancorp LLC
Missouri
$272M
4
MA
4
Mutual Advisors
Nebraska
$8.52M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Allworth Financial
California
$2.81M +$325K +6,268 +13%
MFT
177
Moisand Fitzgerald Tamayo
Florida
$2.79M -$192K -3,697 -6%
OIA
178
OneDigital Investment Advisors
Kansas
$2.78M +$2.48M +47,798 +812%
Financial Engines Advisors
179
Financial Engines Advisors
California
$2.75M -$18.7K -361 -0.7%
EWA
180
Exencial Wealth Advisors
Oklahoma
$2.65M +$1.04M +20,122 +65%
IWC
181
Integrated Wealth Concepts
Massachusetts
$2.65M -$149K -2,869 -5%
MA
182
Montag & Associates
Georgia
$2.62M +$8.92K +172 +0.3%
WCA
183
Waypoint Capital Advisors
Minnesota
$2.6M – – –
SSC
184
Syverson Strege & Co
Iowa
$2.6M +$4.77K +92 +0.2%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$2.59M +$222K +4,283 +9%
LFA
186
Lauterbach Financial Advisors
Texas
$2.58M +$115K +2,217 +5%
TWD
187
True Wealth Design
Ohio
$2.57M -$425K -8,208 -14%
Bank of Montreal
188
Bank of Montreal
Ontario, Canada
$2.57M +$419K +8,056 +20%
Betterment LLC
189
Betterment LLC
New York
$2.54M +$1.38M +26,656 +120%
MFG
190
Mendota Financial Group
Wisconsin
$2.53M +$2.53M +48,788 New
CIA
191
Caerus Investment Advisors
Texas
$2.49M +$2.49M +48,098 New
SWM
192
Sterling Wealth Management
Illinois
$2.49M +$2.49M +48,033 New
Baird Financial Group
193
Baird Financial Group
Wisconsin
$2.48M +$1.6M +30,917 +183%
ALWM
194
Andrews Lucia Wealth Management
California
$2.47M -$78.8K -1,520 -3%
RDWM
195
Red Door Wealth Management
Tennessee
$2.47M – – –
CCM
196
Carlson Capital Management
Minnesota
$2.45M -$19K -366 -0.8%
MSFS
197
Main Street Financial Solutions
Pennsylvania
$2.41M +$286K +5,527 +14%
BHWM
198
Beaird Harris Wealth Management
Texas
$2.4M +$64.9K +1,252 +3%
CFO
199
CVA Family Office
Colorado
$2.35M +$10.6K +204 +0.5%
EWA
200
Elevate Wealth Advisory
Georgia
$2.27M +$2.27M +43,720 New
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8
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