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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
201
Elevate Wealth Advisory
Georgia
$2.46M -$29.2K -513 -1%
HA
202
Herold Advisors
New York
$2.43M +$1.97M +34,611 +434%
WRPWM
203
Werba Rubin Papier Wealth Management
California
$2.34M +$59.4K +1,043 +3%
CW
204
CreativeOne Wealth
Kansas
$2.32M +$2.32M +40,759 New
LI
205
LRI Investments
Florida
$2.31M +$2.31M +40,456 New
LG
206
LAM Group
Oregon
$2.22M – – –
ACA
207
American Capital Advisory
Idaho
$2.2M -$1.29M -29,040 -37%
AAS
208
Avantax Advisory Services
Texas
$2.19M +$507K +8,893 +30%
NB
209
NBT Bank
New York
$2.19M -$19.9K -350 -0.9%
DFC
210
DBK Financial Counsel
Ohio
$2.17M +$82.1K +1,440 +4%
MCA
211
Maryland Capital Advisors
Maryland
$2.15M – – –
Northern Trust
212
Northern Trust
Illinois
$2.09M -$106K -1,858 -5%
RPGK
213
Retirement Planning Group (Kansas)
Kansas
$2.07M – – –
SIAG
214
Safeguard Investment Advisory Group
California
$2.02M -$226K -3,959 -10%
EPP
215
ETF Portfolio Partners
Kansas
$1.99M – – –
LWM
216
Lodestone Wealth Management
Washington
$1.97M +$130K +2,286 +7%
SIMC
217
Squire Investment Management Company
Utah
$1.95M +$1.09M +19,071 +126%
NWM
218
Northwest Wealth Management
Iowa
$1.95M +$1.29M +22,724 +198%
ANB
219
Amarillo National Bank
Texas
$1.94M – – –
CSWM
220
Cassady Schiller Wealth Management
Ohio
$1.9M -$505K -8,871 -21%
KPWS
221
Kestra Private Wealth Services
Texas
$1.89M +$5.19K +91 +0.3%
YWM
222
Yoder Wealth Management
California
$1.88M -$13.4K -235 -0.7%
SFC
223
Strategic Financial Concepts
Texas
$1.84M -$5.98K -105 -0.3%
S
224
SignatureFD
Georgia
$1.82M +$1.82M +31,962 New
PFP
225
Pinnacle Financial Partners
Tennessee
$1.81M -$280K -4,911 -13%
7 8
9
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