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Dimensional US Equity ETF
DFUS

Overview Fund Activity

455 hedge funds and large institutions have $5.64B invested in Dimensional US Equity ETF in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 166 increasing their positions, 129 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
455
Holders Change
+18
Holders Change %
+4.12%
% of All Funds
7.28%
Holding in Top 10
65
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.45%
% of All Funds
1.04%
New
40
Increased
166
Reduced
129
Closed
11
Calls
$4K
Puts
$252K
Net Calls
-$248K
Net Calls Change
-$248K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.76B
2
EWA
EP Wealth Advisors
California
$45.4M
3
PCA
Prosperity Capital Advisors
Ohio
$31M
4
TAM
TCP Asset Management
Ohio
$11.1M
5
FFM
Flagstone Financial Management
Nebraska
$48.7M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$13.4M
2
MAM
McLean Asset Management
Virginia
$31.4M
3
TFA
Triad Financial Advisors
North Carolina
$2.32M
4
PL
Plancorp LLC
Missouri
$249M
5
Truist Financial
Truist Financial
North Carolina
$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
201
Fidelity Investments
Massachusetts
$1.35M -$158K -3,559 -10%
US Bancorp
202
US Bancorp
Minnesota
$1.33M -$2.31K -52 -0.2%
TI
203
Truepoint Inc
Ohio
$1.32M -$92.7K -2,086 -7%
RCG
204
Resource Consulting Group
Florida
$1.3M – – –
DFC
205
DBK Financial Counsel
Ohio
$1.3M +$184K +4,145 +17%
SC
206
Shearwater Capital
Colorado
$1.28M – – –
BMCM
207
Bryn Mawr Capital Management
Pennsylvania
$1.24M +$241K +5,416 +24%
CAN
208
Cetera Advisor Networks
California
$1.24M -$20.8K -468 -2%
SOAG
209
Silver Oak Advisory Group
Oregon
$1.23M – – –
BFO
210
Biltmore Family Office
North Carolina
$1.21M – – –
WAG
211
Winthrop Advisory Group
Massachusetts
$1.21M – – –
AWP
212
Abacus Wealth Partners
California
$1.2M +$7.19K +161 +0.6%
MWM
213
Merriman Wealth Management
Washington
$1.2M -$11.2K -253 -0.9%
PFP
214
Pinnacle Financial Partners
Tennessee
$1.2M – – –
AFGAS
215
Allegiance Financial Group Advisory Services
Virginia
$1.19M +$10.2K +229 +0.9%
USCWA
216
U.S. Capital Wealth Advisors
Texas
$1.19M -$51.5K -1,159 -4%
Jane Street
217
Jane Street
New York
$1.18M -$769K -17,317 -39%
OFA
218
Onyx Financial Advisors
Idaho
$1.17M -$3.42K -77 -0.3%
BFA
219
Beacon Financial Advisory
Ohio
$1.17M +$307K +6,905 +36%
FWP
220
Falcon Wealth Planning
California
$1.16M – – –
NHC
221
Nicholas Hoffman & Company
Georgia
$1.16M -$26.6K -599 -2%
RTL
222
Red Tortoise LLC
Georgia
$1.16M +$977 +22 +0.1%
Bank of New York Mellon
223
Bank of New York Mellon
New York
$1.15M -$152K -3,416 -12%
Empower Advisory Group
224
Empower Advisory Group
Colorado
$1.13M +$1.13M +25,437 New
MW
225
Marcum Wealth
Ohio
$1.13M +$3.47K +78 +0.3%
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