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Dimensional US Equity ETF
DFUS

Overview Fund Activity

689 hedge funds and large institutions have $9.85B invested in Dimensional US Equity ETF in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 219 increasing their positions, 187 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+83
Holders Change %
+13.7%
% of All Funds
9.17%
Holding in Top 10
115
Holding in Top 10 Change
+29
Holding in Top 10 Change %
+33.72%
% of All Funds
1.53%
New
108
Increased
219
Reduced
187
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
Prudential Financial
New Jersey
$1.68B
2
EFP
Elser Financial Planning
Indiana
$63.9M
3
EP
Essential Planning
New Hampshire
$34.3M
4
HSG
Helen Stephens Group
Texas
$33.9M
5
RFP
Root Financial Partners
California
$148M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$109M
2
IDA
Intelligence Driven Advisers
California
$84.3M
3
SFS
Sowell Financial Services
Arkansas
$8.68M
4
PL
Plancorp LLC
Missouri
$305M
5
PMG
ProVise Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
226
Ballentine Partners
Massachusetts
$3.49M – – –
Bank of Montreal
227
Bank of Montreal
Ontario, Canada
$3.29M +$37.7K +591 +1%
CAM
228
Cresset Asset Management
Illinois
$3.28M -$6.84M -107,354 -68%
MA
229
Montag & Associates
Georgia
$3.25M +$8.86K +139 +0.3%
SWM
230
Sterling Wealth Management
Illinois
$3.2M +$8.67K +136 +0.3%
Renaissance Technologies
231
Renaissance Technologies
New York
$3.15M +$1.45M +22,800 +86%
CMP
232
Coston McIsaac & Partners
Maine
$3.13M +$2.05M +32,194 +191%
KSWA
233
Kathleen S. Wright Associates
Pennsylvania
$3.09M +$286K +4,480 +10%
FC
234
Financial Council
Maryland
$3.08M – – –
LWM
235
Lodestone Wealth Management
Washington
$3.08M -$9.12K -143 -0.3%
RDWM
236
Red Door Wealth Management
Tennessee
$3.04M – – –
AWA
237
Acorn Wealth Advisors
Michigan
$3M -$402K -6,306 -12%
SSC
238
Syverson Strege & Co
Iowa
$2.97M -$233K -3,659 -7%
Fidelity Investments
239
Fidelity Investments
Massachusetts
$2.96M +$955K +14,975 +48%
PWPS
240
Pinnacle Wealth Planning Services
Ohio
$2.94M +$53K +831 +2%
ALWM
241
Andrews Lucia Wealth Management
California
$2.93M +$3.36K +54 +0.1%
WRPWM
242
Werba Rubin Papier Wealth Management
California
$2.88M +$215K +3,368 +8%
BCI
243
Brinker Capital Investments
Pennsylvania
$2.88M -$18.9K -297 -0.7%
OPS
244
Orion Portfolio Solutions
Nebraska
$2.88M -$18.9K -297 -0.7%
BHWM
245
Beaird Harris Wealth Management
Texas
$2.88M – – –
RPGK
246
Retirement Planning Group (Kansas)
Kansas
$2.85M +$1.98K +31 +0.1%
MFT
247
Moisand Fitzgerald Tamayo
Florida
$2.84M -$160K -2,511 -5%
EWA
248
Elevate Wealth Advisory
Georgia
$2.81M +$44.9K +704 +2%
DFC
249
DBK Financial Counsel
Ohio
$2.81M +$150K +2,357 +6%
AC
250
Avestar Capital
New York
$2.81M – – –
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