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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
Intelligence Driven Advisers
California
$92.5M
2
BSW
Buckingham Strategic Wealth
Missouri
$313M
3
MAC
Mason & Associates (California)
California
$49.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$40.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$39.9M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
Plancorp LLC
Missouri
$272M
4
MA
Mutual Advisors
Nebraska
$8.52M
5
FPAS
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
201
Annapolis Financial Services
Maryland
$2.19M +$86.7K +1,673 +4%
CSWM
202
Cassady Schiller Wealth Management
Ohio
$2.19M – – –
IWN
203
Independent Wealth Network
Iowa
$2.17M -$33.2K -640 -2%
BCI
204
Brinker Capital Investments
Pennsylvania
$2.16M -$75.4K -1,461 -3%
OPS
205
Orion Portfolio Solutions
Nebraska
$2.16M -$75.4K -1,461 -3%
MHS
206
M Holdings Securities
Oregon
$2.08M +$8.29K +160 +0.4%
WRPWM
207
Werba Rubin Papier Wealth Management
California
$2.08M +$245K +4,718 +13%
SIAG
208
Safeguard Investment Advisory Group
California
$2.05M -$258K -4,970 -11%
LG
209
LAM Group
Oregon
$2.02M -$192K -3,712 -9%
NB
210
NBT Bank
New York
$2.01M +$2.01M +38,830 New
Northern Trust
211
Northern Trust
Illinois
$1.99M -$250K -4,823 -11%
EWA
212
EP Wealth Advisors
California
$1.99M +$237K +4,570 +14%
MCA
213
Maryland Capital Advisors
Maryland
$1.96M – – –
DFC
214
DBK Financial Counsel
Ohio
$1.9M +$161K +3,110 +9%
PFP
215
Pinnacle Financial Partners
Tennessee
$1.9M +$480K +9,253 +34%
RPGK
216
Retirement Planning Group (Kansas)
Kansas
$1.88M -$312K -6,026 -14%
SSB
217
Sandy Spring Bank
Maryland
$1.87M +$30K +578 +2%
EPP
218
ETF Portfolio Partners
Kansas
$1.81M – – –
ANB
219
Amarillo National Bank
Texas
$1.76M – – –
MGIA
220
Moneta Group Investment Advisors
Missouri
$1.75M +$415 +8 +0%
NAM
221
NorthCrest Asset Manangement
Minnesota
$1.75M -$41.5K -800 -2%
DWM
222
Drive Wealth Management
Utah
$1.72M -$666K -12,846 -28%
YWM
223
Yoder Wealth Management
California
$1.72M -$47.3K -913 -3%
AWA
224
Acorn Wealth Advisors
Michigan
$1.72M +$157K +3,023 +10%
KPWS
225
Kestra Private Wealth Services
Texas
$1.72M -$92.7K -1,788 -5%
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