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Dimensional US Equity ETF
DFUS

Overview Fund Activity

543 hedge funds and large institutions have $5.38B invested in Dimensional US Equity ETF in 2023 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 176 increasing their positions, 146 reducing their positions, and 10 closing their positions.

Holders
543
Holders Change
+70
Holders Change %
+14.8%
% of All Funds
7.96%
Holding in Top 10
77
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+16.67%
% of All Funds
1.13%
New
88
Increased
176
Reduced
146
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IDA
1
Intelligence Driven Advisers
California
$92.5M
2
DPW
2
DiNuzzo Private Wealth
Pennsylvania
$67.7M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$313M
4
MAC
4
Mason & Associates (California)
California
$49.8M
5
ATI
5
ARK & TLK Investments
Oklahoma
$27.3M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$15.4M
2
PCA
2
Prosperity Capital Advisors
Ohio
$14.9M
3
PL
3
Plancorp LLC
Missouri
$272M
4
MA
4
Mutual Advisors
Nebraska
$8.52M
5
FPAS
5
Focus Partners Advisor Solutions
Missouri
$26.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$313M 6,041,196 +600,275 +11%
IFA
2
Index Fund Advisors
California
$312M 6,020,703 +14,994 +0.2%
PL
3
Plancorp LLC
Missouri
$272M 5,251,327 -217,093 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$219M 4,234,056 -78,669 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$191M 3,694,165 -34,800 -0.9%
MRWM
6
ML&R Wealth Management
Texas
$121M 2,342,210 +27,398 +1%
TWA
7
TCI Wealth Advisors
Arizona
$118M 2,284,352 +11,050 +0.5%
IDA
8
Intelligence Driven Advisers
California
$92.5M 1,762,444 +1,448,658 +462%
Creative Planning
9
Creative Planning
Kansas
$89.7M 1,731,568 -15,456 -0.9%
Corient Private Wealth
10
Corient Private Wealth
Florida
$86M 1,660,377 -59,264 -3%
GWWM
11
Great Waters Wealth Management
Minnesota
$85.6M 1,680,140 +212,336 +14%
SFA
12
Sequoia Financial Advisors
Ohio
$84.3M 1,626,810 -15,757 -1%
GCM
13
G2 Capital Management
Ohio
$83.9M 1,618,530 -27,164 -2%
SC
14
Savant Capital
Illinois
$78.7M 1,519,075 +121,473 +9%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$75.1M 1,448,955 -7,008 -0.5%
JWA
16
JFS Wealth Advisors
Pennsylvania
$73.4M 1,416,942 -3,773 -0.3%
ZF
17
Zhang Financial
Michigan
$72M 1,389,848 +247,763 +22%
FFM
18
Forum Financial Management
Illinois
$71.7M 1,384,231 -35,212 -2%
DPW
19
DiNuzzo Private Wealth
Pennsylvania
$67.7M 1,306,233 +1,306,233 New
AssetMark Inc
20
AssetMark Inc
California
$65.8M 1,269,817 +17,471 +1%
FFM
21
Flagstone Financial Management
Nebraska
$64.9M 1,252,808 +31,329 +3%
MWM
22
Modera Wealth Management
New Jersey
$62.4M 1,204,419 +1,365 +0.1%
LPL Financial
23
LPL Financial
California
$56.8M 1,095,883 -23,932 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$55.6M 1,072,125 -59,334 -5%
FG
25
Foster Group
Iowa
$55.4M 1,189,964 – –
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