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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 %
BFG
276
Berger Financial Group
Minnesota
$1.32M +$331K +5,618 +33%
SAM
277
Smartleaf Asset Management
Massachusetts
$1.32M -$10.2K -173 -0.8%
GCIM
278
Gunn & Company Investment Management
Florida
$1.27M – – –
CPSAC
279
Chas P. Smith & Associates (CPS)
Florida
$1.27M – – –
Jane Street
280
Jane Street
New York
$1.27M +$1.27M +21,518 New
EIA
281
Eldridge Investment Advisors
New Hampshire
$1.27M – – –
PFBT
282
Parkside Financial Bank & Trust
Missouri
$1.26M -$43.3K -735 -3%
MWC
283
MBM Wealth Consultants
Missouri
$1.25M – – –
KeyBank National Association
284
KeyBank National Association
Ohio
$1.24M – – –
LFP
285
Lakeshore Financial Planning
Michigan
$1.23M +$320K +5,430 +35%
Renaissance Technologies
286
Renaissance Technologies
New York
$1.22M -$388K -6,600 -24%
Lido Advisors
287
Lido Advisors
California
$1.2M +$294K +4,996 +33%
BWP
288
Balboa Wealth Partners
Arizona
$1.19M +$152K +2,590 +15%
MFG
289
Merit Financial Group
Georgia
$1.18M +$7.77K +132 +0.7%
IWM
290
IHT Wealth Management
Illinois
$1.18M +$104K +1,767 +10%
SM
291
Sensible Money
Arizona
$1.17M +$501K +8,509 +75%
AUB
292
Atlantic Union Bankshares
Virginia
$1.14M – – –
OFA
293
Onyx Financial Advisors
Idaho
$1.13M -$168K -2,854 -13%
AQR Capital Management
294
AQR Capital Management
Connecticut
$1.11M +$1.11M +18,937 New
JWCA
295
J.W. Cole Advisors
Florida
$1.08M -$86.4K -1,468 -7%
W
296
WorthPointe
California
$1.06M – – –
CCWA
297
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.06M +$2.83K +48 +0.3%
Prudential Financial
298
Prudential Financial
New Jersey
$1.05M +$392K +6,667 +60%
TB
299
Treynor Bancshares
Iowa
$1.05M -$8.7M -147,786 -89%
CWP
300
Cyndeo Wealth Partners
Florida
$1.04M +$1.04M +17,647 New
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