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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
176
OneDigital Investment Advisors
Kansas
$3.07M +$12.3K +216 +0.4%
IWC
177
Integrated Wealth Concepts
Massachusetts
$3.05M +$134K +2,357 +5%
RCM
178
Rain Capital Management
Oregon
$3.01M -$683K -11,979 -18%
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$2.89M +$38K +667 +1%
MA
180
Montag & Associates
Georgia
$2.88M +$4.56K +80 +0.2%
SWM
181
Sterling Wealth Management
Illinois
$2.87M +$136K +2,380 +5%
WCA
182
Waypoint Capital Advisors
Minnesota
$2.86M – – –
SSC
183
Syverson Strege & Co
Iowa
$2.86M +$1.31K +23 +0%
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$2.82M +$7.76K +136 +0.3%
MFT
185
Moisand Fitzgerald Tamayo
Florida
$2.82M -$247K -4,337 -8%
TWD
186
True Wealth Design
Ohio
$2.8M -$26.4K -464 -0.9%
FC
187
Financial Council
Maryland
$2.76M -$401K -7,035 -13%
AC
188
Avestar Capital
New York
$2.72M -$10.7M -188,282 -80%
RDWM
189
Red Door Wealth Management
Tennessee
$2.72M – – –
IWN
190
Independent Wealth Network
Iowa
$2.71M +$322K +5,655 +14%
CFO
191
CVA Family Office
Colorado
$2.69M +$108K +1,897 +4%
ALWM
192
Andrews Lucia Wealth Management
California
$2.69M -$27.6K -485 -1%
CIA
193
Caerus Investment Advisors
Texas
$2.63M -$114K -2,000 -4%
OPS
194
Orion Portfolio Solutions
Nebraska
$2.63M +$243K +4,267 +10%
BCI
195
Brinker Capital Investments
Pennsylvania
$2.63M +$243K +4,267 +10%
LFA
196
Lauterbach Financial Advisors
Texas
$2.56M -$279K -4,898 -10%
BHWM
197
Beaird Harris Wealth Management
Texas
$2.53M -$111K -1,954 -4%
AWA
198
Acorn Wealth Advisors
Michigan
$2.53M +$636K +11,159 +34%
Baird Financial Group
199
Baird Financial Group
Wisconsin
$2.51M -$220K -3,853 -8%
EF
200
Empowered Funds
Pennsylvania
$2.49M +$2.49M +43,772 New
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8
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