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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
201
Brighton Jones LLC
Washington
$888K +$888K +22,867 New
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$878K +$438K +11,077 +99%
BMCM
203
Bryn Mawr Capital Management
Pennsylvania
$877K -$49.3K -1,270 -5%
QA
204
Quantitative Advantage
Minnesota
$864K -$13.8K -355 -2%
MIAN
205
Mariner Independent Advisor Network
Kansas
$860K -$89.3K -2,301 -9%
PWA
206
PCG Wealth Advisors
Kansas
$851K +$377K +9,738 +80%
EIA
207
Eldridge Investment Advisors
New Hampshire
$830K – – –
MWC
208
MBM Wealth Consultants
Missouri
$829K – – –
TIM
209
Tortoise Investment Management
New York
$816K +$207K +5,330 +34%
SDH
210
Sloy Dahl & Holst
Washington
$811K +$1.28K +33 +0.2%
AFAS
211
Acorn Financial Advisory Services
Virginia
$799K – – –
CWM
212
Curi Wealth Management
North Carolina
$799K +$3.14K +81 +0.4%
KeyBank National Association
213
KeyBank National Association
Ohio
$794K -$1.75K -45 -0.2%
TF
214
TIAA FSB
Florida
$770K -$17.4K -448 -2%
RJA
215
Raymond James & Associates
Florida
$770K -$14K -360 -2%
SIC
216
SJS Investment Consulting
Ohio
$747K +$747K +19,245 New
MWPCG
217
Measured Wealth Private Client Group
New Hampshire
$740K – – –
LPP
218
Life Planning Partners
Florida
$725K – – –
PCIA
219
Prime Capital Investment Advisors
Kansas
$715K -$26.6K -686 -4%
IWM
220
IHT Wealth Management
Illinois
$698K +$2.6K +67 +0.4%
PA
221
Parallel Advisors
California
$696K +$2.68K +69 +0.4%
TYCC
222
Texas Yale Capital Corp
Florida
$683K – – –
IAN
223
Integrated Advisors Network
Texas
$682K – – –
FPCG
224
Forum Private Client Group
Indiana
$682K +$55.1K +1,418 +9%
CCWA
225
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$677K +$2.68K +69 +0.4%
7 8
9
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