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

Top Sellers

1
SC
Savant Capital
Illinois
$41.2M
2
WIM
Warwick Investment Management
Texas
$0
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$213M
4
TB
Treynor Bancshares
Iowa
$1.05M
5
FFM
Forum Financial Management
Illinois
$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NHC
251
Nicholas Hoffman & Company
Georgia
$1.56M +$118 +2 +0%
SOAG
252
Silver Oak Advisory Group
Oregon
$1.54M -$58.2K -989 -4%
FWP
253
Falcon Wealth Planning
California
$1.54M – – –
SIAG
254
Safeguard Investment Advisory Group
California
$1.52M -$568K -9,657 -27%
MW
255
Marcum Wealth
Ohio
$1.52M +$4.18K +71 +0.3%
TFA
256
Trinity Financial Advisors
Ohio
$1.5M +$1.5M +25,561 New
FWP
257
FAS Wealth Partners
Kansas
$1.47M -$9.77K -166 -0.7%
LPP
258
Life Planning Partners
Florida
$1.47M +$222K +3,764 +18%
FOA
259
Five Oceans Advisors
California
$1.47M -$190K -3,232 -11%
WAM
260
WNY Asset Management
New York
$1.47M – – –
RA
261
RFG Advisory
Alabama
$1.46M +$4K +68 +0.3%
AWM
262
AE Wealth Management
Kansas
$1.46M -$87.5K -1,486 -6%
ASI
263
Advisory Services & Investments
Oregon
$1.43M -$27.6K -469 -2%
PA
264
Parallel Advisors
California
$1.43M +$2.77K +47 +0.2%
QCM
265
Quantinno Capital Management
New York
$1.42M -$4.12K -70 -0.3%
AWM
266
Arista Wealth Management
Nevada
$1.42M +$680K +11,557 +92%
TI
267
Truepoint Inc
Ohio
$1.4M -$164K -2,782 -10%
AC
268
Applied Capital
Arkansas
$1.39M -$36K -611 -3%
MGIA
269
Moneta Group Investment Advisors
Missouri
$1.36M +$235 +4 +0%
MWM
270
Merriman Wealth Management
Washington
$1.36M -$94.1K -1,599 -6%
RTL
271
Red Tortoise LLC
Georgia
$1.36M +$1.12K +19 +0.1%
CAM
272
Clark Asset Management
New Hampshire
$1.35M +$237K +4,029 +21%
USCWA
273
U.S. Capital Wealth Advisors
Texas
$1.35M -$158K -2,685 -11%
PCIA
274
Prime Capital Investment Advisors
Kansas
$1.34M -$277K -4,713 -17%
DWM
275
Drive Wealth Management
Utah
$1.34M -$103K -1,757 -7%
9 10
11
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