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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 %
FWP
301
Falcon Wealth Planning
California
$1.67M – – –
GCA
302
Greenwood Capital Associates
South Carolina
$1.67M +$1.67M +26,143 New
NHC
303
Nicholas Hoffman & Company
Georgia
$1.66M -$26.7K -419 -2%
MW
304
Marcum Wealth
Ohio
$1.66M +$4.97K +78 +0.3%
LFP
305
Lakeshore Financial Planning
Michigan
$1.64M +$227K +3,567 +16%
SOAG
306
Silver Oak Advisory Group
Oregon
$1.63M -$24.5K -385 -1%
SFP
307
SwitchPoint Financial Planning
Utah
$1.62M +$1.62M +25,440 New
FWP
308
FAS Wealth Partners
Kansas
$1.6M +$4.53K +71 +0.3%
RA
309
RFG Advisory
Alabama
$1.6M +$5.74K +90 +0.4%
CC
310
Citrine Capital
California
$1.59M +$1.59M +24,875 New
FOA
311
Five Oceans Advisors
California
$1.58M -$4.14K -65 -0.3%
SM
312
Sensible Money
Arizona
$1.58M -$37.5K -588 -2%
BB
313
Bell Bank
North Dakota
$1.56M +$1.56M +24,462 New
PA
314
Parallel Advisors
California
$1.53M -$15.6K -245 -1%
WAM
315
WNY Asset Management
New York
$1.53M -$105K -1,642 -6%
AWM
316
Arista Wealth Management
Nevada
$1.52M -$2.55K -40 -0.2%
TI
317
Truepoint Inc
Ohio
$1.52M -$638 -10 -0%
LWM
318
LJI Wealth Management
Indiana
$1.52M +$906K +14,209 +148%
SIAG
319
Safeguard Investment Advisory Group
California
$1.5M -$69.1K -1,084 -4%
SF
320
Safeguard Financial
Wisconsin
$1.49M +$606K +9,503 +69%
AC
321
Applied Capital
Arkansas
$1.47M -$22.6K -354 -2%
RTL
322
Red Tortoise LLC
Georgia
$1.47M +$1.66K +26 +0.1%
AWM
323
AE Wealth Management
Kansas
$1.43M -$82.6K -1,296 -5%
OSAM
324
O'Shaughnessy Asset Management
Connecticut
$1.42M +$334K +5,232 +31%
USCWA
325
U.S. Capital Wealth Advisors
Texas
$1.42M -$40.7K -638 -3%
11 12
13
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