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Dimensional US Equity ETF
DFUS

Overview Fund Activity

473 hedge funds and large institutions have $4.54B invested in Dimensional US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 160 increasing their positions, 147 reducing their positions, and 21 closing their positions.

Holders
473
Holders Change
+6
Holders Change %
+1.28%
% of All Funds
7.54%
Holding in Top 10
66
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.13%
% of All Funds
1.05%
New
33
Increased
160
Reduced
147
Closed
21
Calls
$56K
Puts
$28K
Net Calls
+$28K
Net Calls Change
+$311K

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$119M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$67.8M
3
SC
3
Savant Capital
Illinois
$65.1M
4
MAC
4
Mason & Associates (California)
California
$18.3M
5
WIM
5
Warwick Investment Management
Texas
$14.8M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$1.57M
2
RJA
2
Raymond James & Associates
Florida
$1.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$201M
4
AC
4
Avestar Capital
New York
$13.4M
5
HWM
5
Hemington Wealth Management
Virginia
$5.46M
Name Market Value Shares Shares
Change 		Shares
Change %
IFA
1
Index Fund Advisors
California
$280M 6,005,709 +34,873 +0.6%
PL
2
Plancorp LLC
Missouri
$255M 5,468,420 -60,040 -1%
BSW
3
Buckingham Strategic Wealth
Missouri
$253M 5,440,921 +186,312 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$201M 4,312,725 -81,094 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$174M 3,728,965 +213,455 +6%
SIS
6
Strategic Investment Solutions
Illinois
$119M 2,470,438 +2,439,997 +8,015%
MRWM
7
ML&R Wealth Management
Texas
$108M 2,314,812 -4,645 -0.2%
TWA
8
TCI Wealth Advisors
Arizona
$106M 2,273,302 +22,198 +1%
Creative Planning
9
Creative Planning
Kansas
$81.3M 1,747,024 +6,475 +0.4%
Corient Private Wealth
10
Corient Private Wealth
Florida
$80M 1,719,641 -29,634 -2%
GCM
11
G2 Capital Management
Ohio
$76.6M 1,645,694 +4,543 +0.3%
SFA
12
Sequoia Financial Advisors
Ohio
$76.5M 1,642,567 -16,043 -1%
GWWM
13
Great Waters Wealth Management
Minnesota
$68.6M 1,467,804 +188,231 +15%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$67.8M 1,455,963 +1,435,323 +6,954%
JWA
15
JFS Wealth Advisors
Pennsylvania
$66.1M 1,420,715 -9,095 -0.6%
FFM
16
Forum Financial Management
Illinois
$66.1M 1,419,443 -24,959 -2%
SC
17
Savant Capital
Illinois
$65.1M 1,397,602 +1,282,818 +1,118%
AssetMark Inc
18
AssetMark Inc
California
$58.3M 1,252,346 +19,235 +2%
FFM
19
Flagstone Financial Management
Nebraska
$56.9M 1,221,479 +80,982 +7%
MWM
20
Modera Wealth Management
New Jersey
$56M 1,203,054 -12,505 -1%
FG
21
Foster Group
Iowa
$55.4M 1,189,964 -18,227 -2%
ZF
22
Zhang Financial
Michigan
$53.2M 1,142,085 +253,724 +29%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$52.7M 1,131,459 -16,122 -1%
LPL Financial
24
LPL Financial
California
$52.1M 1,119,815 +27,311 +2%
CL
25
Choreo LLC
Illinois
$49.8M 1,070,286 -47,524 -4%
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