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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
1
Prudential Financial
New Jersey
$1.68B
2
EFP
2
Elser Financial Planning
Indiana
$63.9M
3
EP
3
Essential Planning
New Hampshire
$34.3M
4
HSG
4
Helen Stephens Group
Texas
$33.9M
5
RFP
5
Root Financial Partners
California
$148M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$109M
2
IDA
2
Intelligence Driven Advisers
California
$84.3M
3
SFS
3
Sowell Financial Services
Arkansas
$8.68M
4
PL
4
Plancorp LLC
Missouri
$305M
5
PMG
5
ProVise Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
326
KeyBank National Association
Ohio
$1.42M -$6.38K -100 -0.4%
Jones Financial Companies
327
Jones Financial Companies
Missouri
$1.42M +$251K +3,938 +22%
PCIA
328
Prime Capital Investment Advisors
Kansas
$1.41M -$14.7K -230 -1%
FCI
329
Financial Counselors Inc
Kansas
$1.4M +$458K +7,189 +48%
AWS
330
Atria Wealth Solutions
New York
$1.38M +$936K +14,683 +212%
MFG
331
Merit Financial Group
Georgia
$1.38M -$28.2K -442 -2%
KF
332
K2 Financial
California
$1.36M +$1.36M +21,557 New
CPSAC
333
Chas P. Smith & Associates (CPS)
Florida
$1.36M -$6.06K -95 -0.4%
MWM
334
Merriman Wealth Management
Washington
$1.33M -$111K -1,742 -8%
MWC
335
MBM Wealth Consultants
Missouri
$1.33M – – –
WCP
336
Wick Capital Partners
Pennsylvania
$1.3M +$1.3M +20,323 New
CWD
337
Clarity Wealth Development
Oregon
$1.29M +$1.29M +19,692 New
Susquehanna International Group
338
Susquehanna International Group
Pennsylvania
$1.29M +$905K +14,193 +236%
IWM
339
IHT Wealth Management
Illinois
$1.28M -$97.2K -1,524 -7%
PFBT
340
Parkside Financial Bank & Trust
Missouri
$1.28M -$85K -1,334 -6%
SAM
341
Smartleaf Asset Management
Massachusetts
$1.25M – – –
AUB
342
Atlantic Union Bankshares
Virginia
$1.23M – – –
BP
343
BWM Planning
Texas
$1.22M +$48.1K +755 +4%
DADC
344
D.A. Davidson & Co
Montana
$1.21M – – –
FFG
345
First Financial Group
North Carolina
$1.21M +$1.21M +19,003 New
Rockefeller Capital Management
346
Rockefeller Capital Management
New York
$1.21M +$34.2K +537 +3%
CAM
347
Clark Asset Management
New Hampshire
$1.2M +$383 +6 +0%
WN
348
Williams & Novak
California
$1.19M +$483K +7,584 +69%
OFA
349
Onyx Financial Advisors
Idaho
$1.18M -$41.2K -647 -3%
MFWP
350
Mosaic Family Wealth Partners
Missouri
$1.17M – – –
12 13
14
15 16