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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
+$543M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$510M
3
RFP
Root Financial Partners
California
+$30.8M
4
PWM
PBMares Wealth Management
Virginia
+$27.6M
5
GWWM
Great Waters Wealth Management
Minnesota
+$16M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$57.7M
2
SP
Symmetry Partners
Connecticut
-$12.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.5M
4
PCMC
Private Capital Management (Colorado)
Colorado
-$6.63M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
276
U.S. Capital Wealth Advisors
Texas
$1.42M – – –
MWM
277
Merriman Wealth Management
Washington
$1.41M -$30.5K -490 -2%
Lido Advisors
278
Lido Advisors
California
$1.39M +$125K +2,014 +10%
KeyBank National Association
279
KeyBank National Association
Ohio
$1.39M +$77.9K +1,252 +6%
PCIA
280
Prime Capital Investment Advisors
Kansas
$1.39M -$31.2K -501 -2%
LFP
281
Lakeshore Financial Planning
Michigan
$1.38M +$84K +1,351 +6%
MFG
282
Merit Financial Group
Georgia
$1.37M +$122K +1,958 +10%
IWM
283
IHT Wealth Management
Illinois
$1.35M +$100K +1,609 +8%
BWP
284
Balboa Wealth Partners
Arizona
$1.34M +$90.5K +1,455 +7%
EIA
285
Eldridge Investment Advisors
New Hampshire
$1.34M – – –
GCIM
286
Gunn & Company Investment Management
Florida
$1.34M -$7.78K -125 -0.6%
CPSAC
287
Chas P. Smith & Associates (CPS)
Florida
$1.34M -$7.78K -125 -0.6%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$1.33M – – –
DWM
289
Drive Wealth Management
Utah
$1.3M -$119K -1,920 -8%
MWC
290
MBM Wealth Consultants
Missouri
$1.3M – – –
SAM
291
Smartleaf Asset Management
Massachusetts
$1.21M -$168K -2,719 -12%
AUB
292
Atlantic Union Bankshares
Virginia
$1.2M – – –
OFA
293
Onyx Financial Advisors
Idaho
$1.19M +$124 +2 +0%
DADC
294
D.A. Davidson & Co
Montana
$1.18M +$141K +2,269 +14%
JWCA
295
J.W. Cole Advisors
Florida
$1.18M +$32.9K +529 +3%
CAM
296
Clark Asset Management
New Hampshire
$1.17M -$250K -4,020 -18%
BP
297
BWM Planning
Texas
$1.14M +$1.14M +18,396 New
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$1.14M +$189K +3,035 +20%
MFWP
299
Mosaic Family Wealth Partners
Missouri
$1.14M +$184K +2,951 +19%
Jones Financial Companies
300
Jones Financial Companies
Missouri
$1.13M +$542K +8,754 +92%
10 11
12
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