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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOAG
201
Silver Oak Advisory Group
Oregon
$1.15M -$18.8K -453 -2%
BFO
202
Biltmore Family Office
North Carolina
$1.14M – – –
WAG
203
Winthrop Advisory Group
Massachusetts
$1.13M +$1.46K +35 +0.1%
MWM
204
Merriman Wealth Management
Washington
$1.13M +$474K +11,400 +72%
PFP
205
Pinnacle Financial Partners
Tennessee
$1.12M – – –
AWP
206
Abacus Wealth Partners
California
$1.11M – – –
NHC
207
Nicholas Hoffman & Company
Georgia
$1.11M -$29.1K -699 -3%
AFGAS
208
Allegiance Financial Group Advisory Services
Virginia
$1.11M +$1.11M +26,582 New
RA
209
RFG Advisory
Alabama
$1.1M -$6.87M -152,739 -86%
OFA
210
Onyx Financial Advisors
Idaho
$1.1M +$1.1M +26,503 New
AAS
211
Avantax Advisory Services
Texas
$1.1M -$146K -3,498 -12%
ASI
212
Advisory Services & Investments
Oregon
$1.1M -$350K -8,419 -24%
GJIA
213
Glass Jacobson Investment Advisors
Maryland
$1.09M +$1.09M +26,228 New
FWP
214
Falcon Wealth Planning
California
$1.09M -$16.1K -386 -1%
RTL
215
Red Tortoise LLC
Georgia
$1.08M +$1.08M +26,017 New
PCA
216
Personal Capital Advisors
California
$1.06M – – –
MW
217
Marcum Wealth
Ohio
$1.05M +$4.87K +117 +0.5%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$1.05M – – –
CCMG
219
Clark Capital Management Group
Pennsylvania
$1.05M +$1.05M +25,143 New
DFC
220
DBK Financial Counsel
Ohio
$1.04M +$682K +16,380 +188%
WAM
221
WNY Asset Management
New York
$1.04M – – –
PFO
222
Pathstone Family Office
New Jersey
$1.04M +$2.11K +48 +0.2%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$1.03M -$411K -9,871 -28%
CPSAC
224
Chas P. Smith & Associates (CPS)
Florida
$1.03M -$2.29K -55 -0.2%
FWP
225
FAS Wealth Partners
Kansas
$1.03M +$4.74K +114 +0.5%
7 8
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