DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

607 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, 227 increasing their positions, 170 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+18
Holders Change %
+3.06%
% of All Funds
8.78%
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
227
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 %
WP
351
Wealthspan Partners
Iowa
$761K +$10.5K +168 +1%
Empower Advisory Group
352
Empower Advisory Group
Colorado
$759K – – –
PSP
353
Principal Street Partners
Tennessee
$759K – – –
CFFP
354
Center for Financial Planning
Michigan
$758K – – –
VWA
355
Valued Wealth Advisors
Utah
$753K -$29.4K -472 -4%
CAG
356
Csenge Advisory Group
Florida
$751K +$46.4K +739 +7%
SP
357
Stonebrook Private
Michigan
$734K -$2.81M -45,124 -79%
KA
358
Klingman & Associates
New York
$729K -$204K -3,286 -22%
TFM
359
Trademark Financial Management
Minnesota
$722K – – –
LBC
360
Lowe Brockenbrough & Co
Virginia
$721K +$390K +6,264 +118%
SWM
361
Seaside Wealth Management
California
$721K – – –
EW
362
Evoke Wealth
California
$707K – – –
QCM
363
QRG Capital Management
Illinois
$704K -$13.7K -220 -2%
BAM
364
Belpointe Asset Management
Nevada
$689K – – –
FCA
365
Fortis Capital Advisors
Kansas
$689K – – –
WN
366
Williams & Novak
California
$685K +$255K +4,100 +59%
PNC Financial Services Group
367
PNC Financial Services Group
Pennsylvania
$682K -$6.16K -99 -0.9%
NP
368
NorthRock Partners
Minnesota
$681K +$1.68K +27 +0.2%
FA
369
Faithward Advisors
Pennsylvania
$661K +$661K +10,634 New
TFA
370
TPG Financial Advisors
Oregon
$661K – – –
GLA
371
Great Lakes Advisors
Illinois
$658K – – –
WWC
372
Waypoint Wealth Counsel
Georgia
$647K +$323K +5,197 +100%
SWA
373
SFMG Wealth Advisors
Texas
$646K -$8.4K -135 -1%
RWM
374
Ritholtz Wealth Management
New York
$645K – – –
AFAS
375
Acorn Financial Advisory Services
Virginia
$642K – – –
13 14
15
16 17