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Dimensional US Equity ETF
DFUS

Overview Fund Activity

588 hedge funds and large institutions have $6.75B invested in Dimensional US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 222 increasing their positions, 160 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+25
Holders Change %
+4.44%
% of All Funds
8.55%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.19%
New
46
Increased
222
Reduced
160
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$218M
2
LPL Financial
2
LPL Financial
California
$121M
3
PCMC
3
Private Capital Management (Colorado)
Colorado
$78.6M
4
Cerity Partners
4
Cerity Partners
New York
$34.7M
5
SWA
5
Sax Wealth Advisors
New Jersey
$183M

Top Sellers

1
SC
1
Savant Capital
Illinois
$41.2M
2
WIM
2
Warwick Investment Management
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$213M
4
TB
4
Treynor Bancshares
Iowa
$1.05M
5
FFM
5
Forum Financial Management
Illinois
$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
226
CreativeOne Wealth
Kansas
$1.81M -$594K -10,093 -25%
AWM
227
Aprio Wealth Management
Georgia
$1.8M – – –
DW
228
Dodds Wealth
Colorado
$1.77M -$7.38K -123 -0.4%
GVAG
229
Great Valley Advisor Group
Delaware
$1.74M +$13.5K +229 +0.8%
VCA
230
Verdence Capital Advisors
Maryland
$1.71M -$35.3K -599 -2%
FFA
231
Farther Finance Advisors
California
$1.71M +$228K +3,863 +15%
GFA
232
Grunden Financial Advisory
Texas
$1.71M -$37.1K -630 -2%
IAN
233
Integrated Advisors Network
Texas
$1.71M +$91.3K +1,551 +6%
APP
234
Avantax Planning Partners
Iowa
$1.7M – – –
BFA
235
Beacon Financial Advisory
Ohio
$1.67M +$2.24K +38 +0.1%
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$1.66M +$3.53K +60 +0.2%
TIAA Trust, National Association
237
TIAA Trust, National Association
North Carolina
$1.66M – – –
Fidelity Investments
238
Fidelity Investments
Massachusetts
$1.66M -$4.41K -75 -0.3%
S
239
SignatureFD
Georgia
$1.65M -$227K -3,851 -12%
EWA
240
EP Wealth Advisors
California
$1.65M -$10.3K -175 -0.6%
AWP
241
Abacus Wealth Partners
California
$1.65M +$161K +2,728 +11%
SC
242
Shearwater Capital
Colorado
$1.64M +$7.24K +123 +0.4%
HI
243
Harbour Investments
Wisconsin
$1.63M -$101K -1,721 -6%
MSWMA
244
Market Street Wealth Management Advisors
Indiana
$1.62M -$183K -3,102 -10%
WAG
245
Winthrop Advisory Group
Massachusetts
$1.61M +$1.3K +22 +0.1%
SIC
246
SJS Investment Consulting
Ohio
$1.61M +$443K +7,530 +38%
BFO
247
Biltmore Family Office
North Carolina
$1.6M – – –
US Bancorp
248
US Bancorp
Minnesota
$1.59M -$41.2K -700 -3%
Bank of New York Mellon
249
Bank of New York Mellon
New York
$1.59M +$81.6K +1,387 +5%
AFGAS
250
Allegiance Financial Group Advisory Services
Virginia
$1.59M -$4.53K -77 -0.3%
8 9
10
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