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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 %
SIC
251
SJS Investment Consulting
Ohio
$1.7M – – –
MSWMA
252
Market Street Wealth Management Advisors
Indiana
$1.7M -$20.5K -330 -1%
BFO
253
Biltmore Family Office
North Carolina
$1.7M – – –
HI
254
Harbour Investments
Wisconsin
$1.68M -$46.7K -751 -3%
Renaissance Technologies
255
Renaissance Technologies
New York
$1.65M +$367K +5,900 +29%
NHC
256
Nicholas Hoffman & Company
Georgia
$1.65M +$62 +1 +0%
LPP
257
Life Planning Partners
Florida
$1.64M +$85.7K +1,377 +6%
FWP
258
Falcon Wealth Planning
California
$1.63M – – –
SOAG
259
Silver Oak Advisory Group
Oregon
$1.62M -$15.4K -248 -0.9%
MW
260
Marcum Wealth
Ohio
$1.61M +$3.36K +54 +0.2%
WAM
261
WNY Asset Management
New York
$1.59M +$42.1K +677 +3%
SM
262
Sensible Money
Arizona
$1.58M +$344K +5,537 +28%
FWP
263
FAS Wealth Partners
Kansas
$1.56M +$3.17K +51 +0.2%
RA
264
RFG Advisory
Alabama
$1.55M +$3.86K +62 +0.2%
FOA
265
Five Oceans Advisors
California
$1.54M -$5.6K -90 -0.4%
SIAG
266
Safeguard Investment Advisory Group
California
$1.53M -$75.7K -1,217 -5%
PA
267
Parallel Advisors
California
$1.51M +$2.68K +43 +0.2%
Bank of New York Mellon
268
Bank of New York Mellon
New York
$1.5M -$180K -2,895 -11%
AWM
269
Arista Wealth Management
Nevada
$1.49M -$11.6K -186 -0.8%
TI
270
Truepoint Inc
Ohio
$1.48M – – –
AWM
271
AE Wealth Management
Kansas
$1.48M -$67.5K -1,085 -4%
Jane Street
272
Jane Street
New York
$1.47M +$128K +2,059 +10%
AC
273
Applied Capital
Arkansas
$1.46M -$12.3K -197 -0.8%
RTL
274
Red Tortoise LLC
Georgia
$1.43M +$1.12K +18 +0.1%
ASI
275
Advisory Services & Investments
Oregon
$1.43M -$87.5K -1,407 -6%
9 10
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