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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
201
Strategic Financial Concepts
Texas
$1.53M – – –
ACA
202
Aptus Capital Advisors
Alabama
$1.45M -$4.93K -106 -0.3%
EWA
203
Exencial Wealth Advisors
Oklahoma
$1.45M -$7.31K -157 -0.5%
KCPG
204
Kavar Capital Partners Group
Kansas
$1.44M +$4.89K +105 +0.3%
AWM
205
Aprio Wealth Management
Georgia
$1.43M – – –
LWM
206
Lodestone Wealth Management
Washington
$1.41M +$1.41M +30,392 New
AWA
207
Acorn Wealth Advisors
Michigan
$1.4M +$141K +3,032 +11%
US Bancorp
208
US Bancorp
Minnesota
$1.39M – – –
ASI
209
Advisory Services & Investments
Oregon
$1.39M -$150K -3,229 -10%
VCA
210
Verdence Capital Advisors
Maryland
$1.39M -$70.2K -1,508 -5%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$1.38M -$23.3K -500 -2%
FOA
212
Five Oceans Advisors
California
$1.37M – – –
RCG
213
Resource Consulting Group
Florida
$1.36M – – –
IAN
214
Integrated Advisors Network
Texas
$1.36M +$171K +3,672 +14%
BFA
215
Beacon Financial Advisory
Ohio
$1.33M +$47.9K +1,029 +4%
SC
216
Shearwater Capital
Colorado
$1.33M – – –
TIAA Trust, National Association
217
TIAA Trust, National Association
North Carolina
$1.31M +$1.31M +28,138 New
BMCM
218
Bryn Mawr Capital Management
Pennsylvania
$1.3M – – –
GJIA
219
Glass Jacobson Investment Advisors
Maryland
$1.3M +$12.3K +264 +1%
SOAG
220
Silver Oak Advisory Group
Oregon
$1.29M – – –
BFO
221
Biltmore Family Office
North Carolina
$1.28M – – –
WAG
222
Winthrop Advisory Group
Massachusetts
$1.27M +$1.26K +27 +0.1%
PFP
223
Pinnacle Financial Partners
Tennessee
$1.27M +$16K +343 +1%
RJA
224
Raymond James & Associates
Florida
$1.27M -$3.97M -85,391 -76%
TI
225
Truepoint Inc
Ohio
$1.27M -$59.4K -1,276 -4%
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