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Dimensional US Equity ETF
DFUS

Overview Fund Activity

467 hedge funds and large institutions have $4.35B invested in Dimensional US Equity ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 150 increasing their positions, 148 reducing their positions, and 12 closing their positions.

Holders
467
Holders Change
+12
Holders Change %
+2.64%
% of All Funds
7.37%
Holding in Top 10
64
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.54%
% of All Funds
1.01%
New
28
Increased
150
Reduced
148
Closed
12
Calls
–
Puts
$283K
Net Calls
-$283K
Net Calls Change
-$35K

Top Buyers

1
AC
1
Apella Capital
Connecticut
$33.3M
2
AC
2
Avestar Capital
New York
$17.3M
3
ZF
3
Zhang Financial
Michigan
$42.8M
4
CWG
4
Crown Wealth Group
North Carolina
$10.7M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23M

Top Sellers

1
WIM
1
Warwick Investment Management
Texas
$0
2
SIS
2
Strategic Investment Solutions
Illinois
$1.44M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$169M
4
CFO
4
Colony Family Offices
North Carolina
$45.1M
5
PL
5
Plancorp LLC
Missouri
$266M
Name Market Value Shares Shares
Change 		Shares
Change %
IFA
1
Index Fund Advisors
California
$288M 5,970,836 -14,793 -0.2%
PL
2
Plancorp LLC
Missouri
$266M 5,528,460 -71,530 -1%
BSW
3
Buckingham Strategic Wealth
Missouri
$253M 5,254,609 -58,597 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$212M 4,393,819 -22,303 -0.5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$169M 3,515,510 -85,867 -2%
MRWM
6
ML&R Wealth Management
Texas
$112M 2,319,457 -21,724 -0.9%
TWA
7
TCI Wealth Advisors
Arizona
$108M 2,251,104 -257 -0%
Corient Private Wealth
8
Corient Private Wealth
Florida
$84.2M 1,749,275 +15,138 +0.9%
Creative Planning
9
Creative Planning
Kansas
$83.8M 1,740,549 -14,874 -0.8%
SFA
10
Sequoia Financial Advisors
Ohio
$79.9M 1,658,610 +17,327 +1%
GCM
11
G2 Capital Management
Ohio
$79M 1,641,151 +112,450 +7%
FFM
12
Forum Financial Management
Illinois
$69.6M 1,444,402 +17,655 +1%
JWA
13
JFS Wealth Advisors
Pennsylvania
$68.9M 1,429,810 -22,813 -2%
RRC
14
Relaxing Retirement Coach
Massachusetts
$64.2M 1,332,675 +46,557 +4%
GWWM
15
Great Waters Wealth Management
Minnesota
$61.6M 1,279,573 +141,807 +12%
AssetMark Inc
16
AssetMark Inc
California
$59.4M 1,233,111 +53,873 +5%
MWM
17
Modera Wealth Management
New Jersey
$58.5M 1,215,559 -15,492 -1%
FG
18
Foster Group
Iowa
$58.2M 1,208,191 -28,280 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$55.3M 1,147,581 -10,344 -0.9%
FFM
20
Flagstone Financial Management
Nebraska
$54.9M 1,140,497 +43,459 +4%
CL
21
Choreo LLC
Illinois
$53.8M 1,117,810 -48,427 -4%
LPL Financial
22
LPL Financial
California
$52.6M 1,092,504 +30,977 +3%
AAM
23
Austin Asset Management
Texas
$49.7M 1,030,940 +110,153 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$49.1M 1,019,346 +48,636 +5%
Mariner
25
Mariner
Kansas
$47.4M 983,890 +5,649 +0.6%
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