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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 %
FIC
301
Family Investment Center
Missouri
$1.03M -$1.18K -20 -0.1%
JSL
302
JT Stratford LLC
Georgia
$1.01M +$127K +2,156 +14%
Thrivent Financial for Lutherans
303
Thrivent Financial for Lutherans
Minnesota
$1M – – –
MWPCG
304
Measured Wealth Private Client Group
New Hampshire
$987K -$101K -1,723 -9%
DADC
305
D.A. Davidson & Co
Montana
$986K +$20K +340 +2%
TYCC
306
Texas Yale Capital Corp
Florida
$983K -$23K -391 -2%
NAM
307
NorthCrest Asset Manangement
Minnesota
$982K – – –
LNWWM
308
Laird Norton Wetherby Wealth Management
California
$980K – – –
M&T Bank
309
M&T Bank
New York
$971K +$971K +16,495 New
PGFC
310
Peapack-Gladstone Financial Corp
New Jersey
$955K – – –
PWMG
311
Prestige Wealth Management Group
New Jersey
$943K – – –
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$940K +$94.8K +1,611 +11%
Susquehanna International Group
313
Susquehanna International Group
Pennsylvania
$938K -$455K -7,726 -33%
CFS
314
CRA Financial Services
New Jersey
$934K – – –
HSG
315
Helen Stephens Group
Texas
$932K -$14.7K -249 -2%
PMG
316
Private Management Group
California
$931K – – –
2L
317
25 LLC
Missouri
$922K -$353 -6 -0%
NA
318
NewEdge Advisors
Louisiana
$911K +$25.5K +433 +3%
MFWP
319
Mosaic Family Wealth Partners
Missouri
$907K +$595K +10,116 +191%
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$903K +$193K +3,272 +27%
PWA
321
Physician Wealth Advisors
Utah
$897K +$234K +3,814 +35%
WWM
322
Western Wealth Management
Colorado
$890K +$33K +561 +4%
WANY
323
Wealthspire Advisors (New York)
New York
$887K +$48.8K +830 +6%
GWM
324
Geneos Wealth Management
Colorado
$885K – – –
KA
325
Klingman & Associates
New York
$883K – – –
11 12
13
14 15