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Dimensional US Equity ETF
DFUS

Overview Fund Activity

384 hedge funds and large institutions have $3.18B invested in Dimensional US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
384
Holders Change
+53
Holders Change %
+16.01%
% of All Funds
6.49%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.9%
New
72
Increased
124
Reduced
86
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.4M
2
MAM
2
McLean Asset Management
Virginia
$33.2M
3
AWM
3
AE Wealth Management
Kansas
$26.5M
4
AC
4
Apella Capital
Connecticut
$17M
5
KAS
5
Kestra Advisory Services
Texas
$28.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$188M
2
AF
2
Advisornet Financial
Minnesota
$2.55M
3
IFA
3
Index Fund Advisors
California
$240M
4
CL
4
CPWM LLC
Washington
$7.29M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$11M
Name Market Value Shares Shares
Change 		Shares
Change %
IFA
1
Index Fund Advisors
California
$240M 5,888,877 -230,111 -4%
PL
2
Plancorp LLC
Missouri
$232M 5,692,337 -86,301 -1%
BSW
3
Buckingham Strategic Wealth
Missouri
$213M 5,230,585 -35,287 -0.7%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$188M 4,621,880 -803,620 -15%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$148M 3,633,251 -93,129 -2%
TWA
6
TCI Wealth Advisors
Arizona
$83.5M 2,049,507 -71,564 -3%
MRWM
7
ML&R Wealth Management
Texas
$81.2M 1,992,151 -145,450 -7%
SFA
8
Sequoia Financial Advisors
Ohio
$69.8M 1,713,049 -12,081 -0.7%
Creative Planning
9
Creative Planning
Kansas
$65.1M 1,596,824 -2,247 -0.1%
GCM
10
G2 Capital Management
Ohio
$63.9M 1,567,413 +5,281 +0.3%
JWA
11
JFS Wealth Advisors
Pennsylvania
$61.2M 1,502,656 +46,648 +3%
FFM
12
Forum Financial Management
Illinois
$54.9M 1,347,452 -14,406 -1%
FG
13
Foster Group
Iowa
$52.7M 1,293,298 -6,558 -0.5%
DY
14
Dowling & Yahnke
California
$50.2M 1,231,898 +144,680 +13%
CL
15
Choreo LLC
Illinois
$50.1M 1,229,469 -10,560 -0.9%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$48.8M 1,196,833 +7,652 +0.6%
MWM
17
Modera Wealth Management
New Jersey
$47.3M 1,160,916 -17,142 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$46M 1,128,864 +35,027 +3%
EP
19
Equius Partners
California
$44.1M 1,082,223 -5,850 -0.5%
CFO
20
Colony Family Offices
North Carolina
$41.6M 1,021,979 +29,645 +3%
AssetMark Inc
21
AssetMark Inc
California
$41.2M 1,011,319 +91,864 +10%
RRC
22
Relaxing Retirement Coach
Massachusetts
$40.6M 996,224 +201,622 +25%
EAM
23
Evanson Asset Management
California
$38.6M 946,019 -4,602 -0.5%
LPL Financial
24
LPL Financial
California
$37.4M 917,877 +917,877 New
MAM
25
McLean Asset Management
Virginia
$33.2M 802,082 +802,082 New
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