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Dimensional US Equity ETF
DFUS

Overview Fund Activity

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$157M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$436M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$66.5M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$59.3M
5
ZF
5
Zhang Financial
Michigan
$93.5M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$1.5M
2
SC
2
Savant Capital
Illinois
$59.8M
3
MAC
3
Mason & Associates (California)
California
$31.8M
4
AC
4
Avestar Capital
New York
$2.72M
5
MA
5
Mutual Advisors
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$436M 7,655,694 +1,614,498 +27%
IFA
2
Index Fund Advisors
California
$342M 5,994,170 -26,533 -0.4%
PL
3
Plancorp LLC
Missouri
$292M 5,121,033 -130,294 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$240M 4,204,542 -29,514 -0.7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$216M 3,792,806 +98,641 +3%
SWA
6
Sax Wealth Advisors
New Jersey
$157M 2,748,910 +1,960,422 +249%
TWA
7
TCI Wealth Advisors
Arizona
$130M 2,276,910 -7,442 -0.3%
MRWM
8
ML&R Wealth Management
Texas
$126M 2,216,646 -125,564 -5%
GWWM
9
Great Waters Wealth Management
Minnesota
$102M 1,792,795 +112,655 +7%
Creative Planning
10
Creative Planning
Kansas
$97.9M 1,717,662 -13,906 -0.8%
IDA
11
Intelligence Driven Advisers
California
$97M 1,701,852 -60,592 -3%
ZF
12
Zhang Financial
Michigan
$93.5M 1,640,761 +250,913 +18%
Corient Private Wealth
13
Corient Private Wealth
Florida
$93.1M 1,633,116 -27,261 -2%
GCM
14
G2 Capital Management
Ohio
$92.8M 1,629,167 +10,637 +0.7%
SFA
15
Sequoia Financial Advisors
Ohio
$92.2M 1,618,735 -8,075 -0.5%
JWA
16
JFS Wealth Advisors
Pennsylvania
$81.8M 1,434,939 +17,997 +1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$81.4M 1,429,280 -19,675 -1%
FFM
18
Forum Financial Management
Illinois
$77.2M 1,355,438 -28,793 -2%
DPW
19
DiNuzzo Private Wealth
Pennsylvania
$74.5M 1,307,486 +1,253 +0.1%
FFM
20
Flagstone Financial Management
Nebraska
$72.1M 1,265,302 +12,494 +1%
AssetMark Inc
21
AssetMark Inc
California
$71.2M 1,249,083 -20,734 -2%
MWM
22
Modera Wealth Management
New Jersey
$68.3M 1,198,233 -6,186 -0.5%
FPAS
23
Focus Partners Advisor Solutions
Missouri
$66.5M 1,166,359 +650,547 +126%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$65.8M 1,155,627 +114,005 +11%
FG
25
Foster Group
Iowa
$65.4M 1,147,777 -42,187 -4%
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