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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 %
CIA
251
Caerus Investment Advisors
Texas
$2.81M – – –
TWD
252
True Wealth Design
Ohio
$2.71M -$148K -2,326 -5%
SIMC
253
Squire Investment Management Company
Utah
$2.69M +$375K +5,876 +16%
Northern Trust
254
Northern Trust
Illinois
$2.6M – – –
LI
255
LRI Investments
Florida
$2.59M – – –
Baird Financial Group
256
Baird Financial Group
Wisconsin
$2.51M -$495K -7,768 -16%
LG
257
LAM Group
Oregon
$2.49M – – –
PWM
258
Parkworth Wealth Management
California
$2.48M +$2.48M +38,917 New
CA
259
Clune & Associates
Illinois
$2.45M +$2.45M +38,467 New
MCA
260
Maryland Capital Advisors
Maryland
$2.41M – – –
CW
261
Curio Wealth
Maryland
$2.38M +$2.38M +37,361 New
Lido Advisors
262
Lido Advisors
California
$2.38M +$953K +14,944 +67%
NB
263
NBT Bank
New York
$2.36M -$95.9K -1,504 -4%
KPWS
264
Kestra Private Wealth Services
Texas
$2.28M -$276K -4,322 -11%
BFG
265
Berger Financial Group
Minnesota
$2.28M +$324K +5,089 +17%
AQR Capital Management
266
AQR Capital Management
Connecticut
$2.25M +$228K +3,569 +11%
EPP
267
ETF Portfolio Partners
Kansas
$2.23M – – –
ANB
268
Amarillo National Bank
Texas
$2.17M – – –
XPN
269
XY Planning Network
Montana
$2.17M +$2.17M +33,998 New
YWM
270
Yoder Wealth Management
California
$2.1M -$3.76K -59 -0.2%
CSWM
271
Cassady Schiller Wealth Management
Ohio
$2.05M – – –
SFC
272
Strategic Financial Concepts
Texas
$2.04M +$2.04M +32,059 New
SC
273
Shearwater Capital
Colorado
$2.04M +$50.5K +792 +3%
PFP
274
Pinnacle Financial Partners
Tennessee
$2.02M – – –
GVAG
275
Great Valley Advisor Group
Delaware
$2.01M +$121K +1,896 +6%
9 10
11
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