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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 %
TH
276
Team Hewins
California
$2M -$426K -6,679 -18%
KCPG
277
Kavar Capital Partners Group
Kansas
$1.99M +$2.49K +39 +0.1%
CW
278
CreativeOne Wealth
Kansas
$1.96M +$122K +1,918 +7%
US Bancorp
279
US Bancorp
Minnesota
$1.92M – – –
BWM
280
BCO Wealth Management
New Mexico
$1.91M +$1.91M +29,915 New
DW
281
Dodds Wealth
Colorado
$1.9M +$3.77K +57 +0.2%
IAN
282
Integrated Advisors Network
Texas
$1.9M +$68.7K +1,078 +4%
AWM
283
Aprio Wealth Management
Georgia
$1.9M -$57.4K -901 -3%
APP
284
Avantax Planning Partners
Iowa
$1.84M – – –
PWA
285
Physician Wealth Advisors
Utah
$1.82M +$754K +11,826 +71%
MGIA
286
Moneta Group Investment Advisors
Missouri
$1.79M -$25.5K -400 -1%
S
287
SignatureFD
Georgia
$1.79M – – –
AWP
288
Abacus Wealth Partners
California
$1.78M – – –
GFA
289
Grunden Financial Advisory
Texas
$1.78M -$56.4K -885 -3%
GJIA
290
Glass Jacobson Investment Advisors
Maryland
$1.77M -$73.5K -1,153 -4%
LPP
291
Life Planning Partners
Florida
$1.77M +$84K +1,317 +5%
WAG
292
Winthrop Advisory Group
Massachusetts
$1.75M +$1.79K +28 +0.1%
TIAA Trust, National Association
293
TIAA Trust, National Association
North Carolina
$1.75M – – –
MSWMA
294
Market Street Wealth Management Advisors
Indiana
$1.74M – – –
AFGAS
295
Allegiance Financial Group Advisory Services
Virginia
$1.71M -$32.3K -507 -2%
HI
296
Harbour Investments
Wisconsin
$1.71M -$6.12K -96 -0.4%
BFO
297
Biltmore Family Office
North Carolina
$1.71M -$28.8K -451 -2%
VCA
298
Verdence Capital Advisors
Maryland
$1.71M -$85.4K -1,340 -5%
BFA
299
Beacon Financial Advisory
Ohio
$1.69M -$69.8K -1,095 -4%
SIC
300
SJS Investment Consulting
Ohio
$1.68M -$57.4K -900 -3%
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