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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 %
JSL
326
JT Stratford LLC
Georgia
$931K -$135K -2,173 -13%
PP
327
Pegasus Partners
Wisconsin
$929K – – –
WWM
328
Western Wealth Management
Colorado
$926K -$14.7K -236 -2%
WFA
329
WestHill Financial Advisors
California
$925K -$1.06K -17 -0.1%
FCI
330
Financial Counselors Inc
Kansas
$924K – – –
NRWA
331
North Ridge Wealth Advisors
Oregon
$909K – – –
CB
332
Cadence Bank
Mississippi
$898K -$9.58K -154 -1%
SAM
333
Summit Asset Management
Tennessee
$892K – – –
MSF
334
Mustard Seed Financial
Arkansas
$885K -$10.5K -168 -1%
SRWM
335
Shira Ridge Wealth Management
California
$884K +$125K +2,007 +16%
CB
336
Commerce Bank
Missouri
$865K -$2.8K -45 -0.3%
BCM
337
Brookstone Capital Management
Illinois
$864K +$25.8K +414 +3%
SF
338
Safeguard Financial
Wisconsin
$858K +$858K +13,801 New
CSIC
339
Clifford Swan Investment Counsel
California
$848K – – –
DAS
340
Diversify Advisory Services
Utah
$846K +$45.7K +723 +6%
JWM
341
JFG Wealth Management
Colorado
$823K +$823K +13,239 New
NGA
342
Naples Global Advisors
Florida
$818K – – –
FPCG
343
Forum Private Client Group
Indiana
$816K -$7.59K -122 -0.9%
SAM
344
SP Asset Management
California
$805K +$1.99K +32 +0.2%
BWP
345
Bernardo Wealth Planning
Pennsylvania
$795K +$518K +8,198 +187%
TCM
346
Towneley Capital Management
California
$786K +$1.68K +27 +0.2%
Franklin Resources
347
Franklin Resources
California
$771K +$1.97K +31 +0.3%
DPI
348
Diversified Portfolios Inc
Michigan
$768K – – –
SA
349
Sanctuary Advisors
Indiana
$762K +$383K +5,883 +101%
WP
350
Wealthspan Partners
Iowa
$761K +$10.5K +168 +1%
12 13
14
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