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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.36%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
Avestar Capital
New York
$17.3M
2
ZF
Zhang Financial
Michigan
$42.8M
3
CWG
Crown Wealth Group
North Carolina
$10.7M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$23M
5
GWWM
Great Waters Wealth Management
Minnesota
$61.6M

Top Sellers

1
WIM
Warwick Investment Management
Texas
$0
2
SIS
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$169M
4
CFO
Colony Family Offices
North Carolina
$45.1M
5
PL
Plancorp LLC
Missouri
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Aprio Wealth Management
Georgia
$1.48M – – –
Fidelity Investments
202
Fidelity Investments
Massachusetts
$1.46M -$10.3K -213 -0.7%
US Bancorp
203
US Bancorp
Minnesota
$1.44M – – –
SIS
204
Strategic Investment Solutions
Illinois
$1.44M -$5.9M -124,918 -80%
FOA
205
Five Oceans Advisors
California
$1.42M -$796K -16,527 -36%
RCG
206
Resource Consulting Group
Florida
$1.41M – – –
DFC
207
DBK Financial Counsel
Ohio
$1.41M – – –
SC
208
Shearwater Capital
Colorado
$1.38M -$3.66K -76 -0.3%
TI
209
Truepoint Inc
Ohio
$1.37M -$62K -1,287 -4%
TF
210
TIAA FSB
Florida
$1.36M +$430K +8,923 +46%
BMCM
211
Bryn Mawr Capital Management
Pennsylvania
$1.35M – – –
SOAG
212
Silver Oak Advisory Group
Oregon
$1.34M – – –
GJIA
213
Glass Jacobson Investment Advisors
Maryland
$1.33M +$1.33M +27,693 New
BFA
214
Beacon Financial Advisory
Ohio
$1.33M +$62.3K +1,294 +5%
BFO
215
Biltmore Family Office
North Carolina
$1.32M +$8.67K +180 +0.7%
WAG
216
Winthrop Advisory Group
Massachusetts
$1.32M +$2.36K +49 +0.2%
CAN
217
Cetera Advisor Networks
California
$1.31M -$32.3K -670 -2%
AWA
218
Acorn Wealth Advisors
Michigan
$1.31M +$120K +2,491 +10%
AAS
219
Avantax Advisory Services
Texas
$1.31M +$97.3K +2,021 +8%
PFP
220
Pinnacle Financial Partners
Tennessee
$1.3M – – –
AFGAS
221
Allegiance Financial Group Advisory Services
Virginia
$1.29M +$963 +20 +0.1%
NHC
222
Nicholas Hoffman & Company
Georgia
$1.28M +$18.8K +391 +1%
MWM
223
Merriman Wealth Management
Washington
$1.26M -$37.9K -787 -3%
FWP
224
Falcon Wealth Planning
California
$1.26M – – –
OFA
225
Onyx Financial Advisors
Idaho
$1.26M -$12.1K -252 -1%
7 8
9
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