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Dimensional US Equity ETF
DFUS

Overview Fund Activity

437 hedge funds and large institutions have $3.6B invested in Dimensional US Equity ETF in 2022 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 138 increasing their positions, 130 reducing their positions, and 17 closing their positions.

Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
7.05%
Holding in Top 10
71
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+39.22%
% of All Funds
1.15%
New
76
Increased
138
Reduced
130
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZF
1
Zhang Financial
Michigan
$20.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$11.2M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$186M
4
CPC
4
Consolidated Planning Corp
Georgia
$6.92M
5
Creative Planning
5
Creative Planning
Kansas
$72.1M

Top Sellers

1
BF
1
Brooklyn FI
New York
$238K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$12.4M
3
SA
3
Shilanski & Associates
Alaska
$0
4
RA
4
RFG Advisory
Alabama
$1.1M
5
RS
5
Retirement Solution
Washington
$25.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IFA
1
Index Fund Advisors
California
$250M 6,001,925 -56,890 -0.9%
PL
2
Plancorp LLC
Missouri
$236M 5,676,681 -32,834 -0.6%
BSW
3
Buckingham Strategic Wealth
Missouri
$221M 5,313,206 +19,964 +0.4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$186M 4,460,345 +171,154 +4%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$150M 3,608,788 +28,112 +0.8%
MRWM
6
ML&R Wealth Management
Texas
$91.6M 2,200,219 +39,707 +2%
TWA
7
TCI Wealth Advisors
Arizona
$91.3M 2,193,954 +90,458 +4%
Creative Planning
8
Creative Planning
Kansas
$72.1M 1,731,996 +135,024 +8%
Corient Private Wealth
9
Corient Private Wealth
Florida
$71.3M 1,714,199 +1,714,199 New
SFA
10
Sequoia Financial Advisors
Ohio
$69M 1,658,052 +39,584 +2%
JWA
11
JFS Wealth Advisors
Pennsylvania
$61.5M 1,479,073 -18,575 -1%
FFM
12
Forum Financial Management
Illinois
$59.8M 1,437,856 +102,698 +8%
GCM
13
G2 Capital Management
Ohio
$59.6M 1,431,639 -96,814 -6%
FG
14
Foster Group
Iowa
$51.8M 1,245,137 -21,006 -2%
RRC
15
Relaxing Retirement Coach
Massachusetts
$50.8M 1,219,692 +93,823 +8%
MWM
16
Modera Wealth Management
New Jersey
$49.7M 1,193,797 +62,280 +6%
CL
17
Choreo LLC
Illinois
$49.4M 1,186,949 -15,249 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$49.3M 1,184,163 +68 +0%
AssetMark Inc
19
AssetMark Inc
California
$47M 1,130,657 +62,604 +6%
LPL Financial
20
LPL Financial
California
$46.2M 1,110,990 +92,551 +9%
EP
21
Equius Partners
California
$44.7M 1,075,424 +6,957 +0.7%
GWWM
22
Great Waters Wealth Management
Minnesota
$42.9M 984,938 +984,938 New
CFO
23
Colony Family Offices
North Carolina
$42.5M 1,022,280 -5,144 -0.5%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$40.4M 970,163 +11,832 +1%
EAM
25
Evanson Asset Management
California
$39.5M 949,475 +6,802 +0.7%
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