DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

606 hedge funds and large institutions have $7.84B invested in Dimensional US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 226 increasing their positions, 170 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+18
Holders Change %
+3.06%
% of All Funds
8.77%
Holding in Top 10
86
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.88%
% of All Funds
1.24%
New
35
Increased
226
Reduced
170
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$545M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$514M
3
RFP
Root Financial Partners
California
$113M
4
PWM
PBMares Wealth Management
Virginia
$42.7M
5
GWWM
Great Waters Wealth Management
Minnesota
$139M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$2.66M
2
SP
Symmetry Partners
Connecticut
$7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$216M
4
PCMC
Private Capital Management (Colorado)
Colorado
$76.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
226
Pinnacle Financial Partners
Tennessee
$1.97M – – –
AQR Capital Management
227
AQR Capital Management
Connecticut
$1.97M +$792K +12,726 +67%
Fidelity Investments
228
Fidelity Investments
Massachusetts
$1.96M +$208K +3,347 +12%
KCPG
229
Kavar Capital Partners Group
Kansas
$1.94M +$1.74K +28 +0.1%
SC
230
Shearwater Capital
Colorado
$1.94M +$207K +3,325 +12%
AWM
231
Aprio Wealth Management
Georgia
$1.91M – – –
BFG
232
Berger Financial Group
Minnesota
$1.9M +$506K +8,139 +36%
SW
233
Simplicity Wealth
New Jersey
$1.88M -$151K -2,427 -7%
US Bancorp
234
US Bancorp
Minnesota
$1.88M +$197K +3,160 +12%
GVAG
235
Great Valley Advisor Group
Delaware
$1.84M – – –
GJIA
236
Glass Jacobson Investment Advisors
Maryland
$1.8M +$52K +836 +3%
APP
237
Avantax Planning Partners
Iowa
$1.8M – – –
CW
238
CreativeOne Wealth
Kansas
$1.8M -$110K -1,771 -6%
GFA
239
Grunden Financial Advisory
Texas
$1.79M -$16.5K -265 -0.9%
DW
240
Dodds Wealth
Colorado
$1.79M -$54.5K -874 -3%
IAN
241
Integrated Advisors Network
Texas
$1.79M -$17.5K -282 -1%
MGIA
242
Moneta Group Investment Advisors
Missouri
$1.77M +$334K +5,377 +23%
VCA
243
Verdence Capital Advisors
Maryland
$1.75M -$56.9K -915 -3%
S
244
SignatureFD
Georgia
$1.75M – – –
EWA
245
EP Wealth Advisors
California
$1.74M -$4.98K -80 -0.3%
AWP
246
Abacus Wealth Partners
California
$1.74M – – –
BFA
247
Beacon Financial Advisory
Ohio
$1.72M -$53.8K -865 -3%
WAG
248
Winthrop Advisory Group
Massachusetts
$1.71M +$1.24K +20 +0.1%
AFGAS
249
Allegiance Financial Group Advisory Services
Virginia
$1.7M +$25.5K +410 +2%
TIAA Trust, National Association
250
TIAA Trust, National Association
North Carolina
$1.7M -$47.3K -760 -3%
8 9
10
11 12