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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 %
CCWA
301
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.13M +$2.74K +44 +0.2%
CWP
302
Cyndeo Wealth Partners
Florida
$1.1M – – –
W
303
WorthPointe
California
$1.09M -$32.1K -516 -3%
FIC
304
Family Investment Center
Missouri
$1.09M -$1.12K -18 -0.1%
CB
305
Centennial Bank
Arkansas
$1.09M +$1.09M +17,494 New
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$1.08M +$69.9K +1,103 +7%
Thrivent Financial for Lutherans
307
Thrivent Financial for Lutherans
Minnesota
$1.06M – – –
PWA
308
Physician Wealth Advisors
Utah
$1.05M +$132K +2,094 +14%
TB
309
Treynor Bancshares
Iowa
$1.05M -$57K -916 -5%
TYCC
310
Texas Yale Capital Corp
Florida
$1.04M – – –
NAM
311
NorthCrest Asset Manangement
Minnesota
$1.04M – – –
LNWWM
312
Laird Norton Wetherby Wealth Management
California
$1.04M – – –
M&T Bank
313
M&T Bank
New York
$1.03M – – –
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$1.01M – – –
SPIA
315
Steward Partners Investment Advisory
New York
$1.01M +$267K +4,293 +36%
PWMG
316
Prestige Wealth Management Group
New Jersey
$997K – – –
CFS
317
CRA Financial Services
New Jersey
$987K – – –
2L
318
25 LLC
Missouri
$976K +$1.06K +17 +0.1%
PMG
319
Private Management Group
California
$975K -$9.33K -150 -0.9%
GWM
320
Geneos Wealth Management
Colorado
$966K +$30.5K +491 +3%
HSG
321
Helen Stephens Group
Texas
$952K -$32.8K -527 -3%
MWPCG
322
Measured Wealth Private Client Group
New Hampshire
$946K -$97.4K -1,566 -9%
VFA
323
Valeo Financial Advisors
Indiana
$944K +$29.4K +472 +3%
PFM
324
Phillips Financial Management
Indiana
$934K +$21.5K +346 +2%
LWL
325
Leo Wealth LLC
Texas
$933K +$2.36K +38 +0.3%
11 12
13
14 15