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Dimensional US Equity ETF
DFUS

Overview Fund Activity

388 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 17 closing their positions.

Holders
388
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.71%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
142
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FPAS
1
Focus Partners Advisor Solutions
Missouri
$26.5M
2
SA
2
Shilanski & Associates
Alaska
$7.98M
3
CL
3
CPWM LLC
Washington
$14.6M
4
IFA
4
Index Fund Advisors
California
$235M
5
MRWM
5
ML&R Wealth Management
Texas
$83.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$167M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.2M
3
KAS
3
Kestra Advisory Services
Texas
$21.3M
4
SFA
4
Sequoia Financial Advisors
Ohio
$62.8M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$16.5M
Name Market Value Shares Shares
Change 		Shares
Change %
IFA
1
Index Fund Advisors
California
$235M 6,058,815 +169,938 +3%
PL
2
Plancorp LLC
Missouri
$222M 5,709,515 +17,178 +0.3%
BSW
3
Buckingham Strategic Wealth
Missouri
$205M 5,293,242 +62,657 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M 4,289,191 -332,689 -7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$139M 3,580,676 -52,575 -1%
MRWM
6
ML&R Wealth Management
Texas
$83.9M 2,160,512 +168,361 +8%
TWA
7
TCI Wealth Advisors
Arizona
$81.7M 2,103,496 +53,989 +3%
SFA
8
Sequoia Financial Advisors
Ohio
$62.8M 1,618,468 -94,581 -6%
Creative Planning
9
Creative Planning
Kansas
$62M 1,596,972 +148 +0%
GCM
10
G2 Capital Management
Ohio
$59.3M 1,528,453 -38,960 -2%
JWA
11
JFS Wealth Advisors
Pennsylvania
$58.1M 1,497,648 -5,008 -0.3%
FFM
12
Forum Financial Management
Illinois
$51.8M 1,335,158 -12,294 -0.9%
FG
13
Foster Group
Iowa
$49.2M 1,266,143 -27,155 -2%
DY
14
Dowling & Yahnke
California
$48.4M 1,245,917 +14,019 +1%
CL
15
Choreo LLC
Illinois
$46.7M 1,202,198 -27,271 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$46M 1,184,095 -12,738 -1%
MWM
17
Modera Wealth Management
New Jersey
$43.9M 1,131,517 -29,399 -3%
RRC
18
Relaxing Retirement Coach
Massachusetts
$43.7M 1,125,869 +129,645 +13%
EP
19
Equius Partners
California
$41.5M 1,068,467 -13,756 -1%
AssetMark Inc
20
AssetMark Inc
California
$41.5M 1,068,053 +56,734 +6%
CFO
21
Colony Family Offices
North Carolina
$39.9M 1,027,424 +5,445 +0.5%
LPL Financial
22
LPL Financial
California
$39.5M 1,018,439 +100,562 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$37.2M 958,331 -170,533 -15%
EAM
24
Evanson Asset Management
California
$36.6M 942,673 -3,346 -0.4%
Mariner
25
Mariner
Kansas
$33.9M 874,043 +79,719 +10%
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