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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 %
LWL
326
Leo Wealth LLC
Texas
$881K +$2.41K +41 +0.3%
PP
327
Pegasus Partners
Wisconsin
$879K – – –
WFA
328
WestHill Financial Advisors
California
$876K – – –
FCI
329
Financial Counselors Inc
Kansas
$874K +$237K +4,031 +37%
VFA
330
Valeo Financial Advisors
Indiana
$866K – – –
PFM
331
Phillips Financial Management
Indiana
$863K +$1.41K +24 +0.2%
NRWA
332
North Ridge Wealth Advisors
Oregon
$861K – – –
CB
333
Cadence Bank
Mississippi
$859K -$10.8K -183 -1%
MSF
334
Mustard Seed Financial
Arkansas
$847K -$12.4K -211 -1%
SAM
335
Summit Asset Management
Tennessee
$844K – – –
CB
336
Commerce Bank
Missouri
$821K -$2.94K -50 -0.4%
BCM
337
Brookstone Capital Management
Illinois
$813K -$1.33K -22 -0.2%
CSIC
338
Clifford Swan Investment Counsel
California
$803K – – –
FPCG
339
Forum Private Client Group
Indiana
$779K -$153K -2,602 -16%
NGA
340
Naples Global Advisors
Florida
$774K +$2.12K +36 +0.3%
SAM
341
SP Asset Management
California
$760K +$2.06K +35 +0.3%
DAS
342
Diversify Advisory Services
Utah
$759K -$189K -3,152 -20%
PSP
343
Principal Street Partners
Tennessee
$759K +$2.06K +35 +0.3%
TH
344
Team Hewins
California
$754K – – –
TCM
345
Towneley Capital Management
California
$742K +$2K +34 +0.3%
VWA
346
Valued Wealth Advisors
Utah
$740K +$2.18K +37 +0.3%
DPI
347
Diversified Portfolios Inc
Michigan
$727K – – –
Empower Advisory Group
348
Empower Advisory Group
Colorado
$719K -$123K -2,084 -15%
SRWM
349
Shira Ridge Wealth Management
California
$718K -$149K -2,540 -17%
CFFP
350
Center for Financial Planning
Michigan
$717K – – –
12 13
14
15 16