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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 %
CCWA
351
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.16M +$4.02K +63 +0.3%
DWM
352
Drive Wealth Management
Utah
$1.14M -$185K -2,896 -14%
CB
353
Centennial Bank
Arkansas
$1.13M +$18.1K +284 +2%
CWP
354
Cyndeo Wealth Partners
Florida
$1.12M – – –
PFA
355
Professional Financial Advisors
Nebraska
$1.12M +$1.12M +17,565 New
W
356
WorthPointe
California
$1.1M -$18.3K -287 -2%
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
$1.09M – – –
TB
358
Treynor Bancshares
Iowa
$1.08M +$2.55K +40 +0.2%
EIA
359
Eldridge Investment Advisors
New Hampshire
$1.08M -$293K -4,600 -21%
SPIA
360
Steward Partners Investment Advisory
New York
$1.07M +$36K +565 +3%
FIC
361
Family Investment Center
Missouri
$1.07M -$48.6K -763 -4%
TYCC
362
Texas Yale Capital Corp
Florida
$1.07M – – –
GWM
363
Geneos Wealth Management
Colorado
$1.05M +$62.6K +982 +6%
M&T Bank
364
M&T Bank
New York
$1.05M – – –
PGFC
365
Peapack-Gladstone Financial Corp
New Jersey
$1.03M – – –
PWMG
366
Prestige Wealth Management Group
New Jersey
$1.02M – – –
WWM
367
Western Wealth Management
Colorado
$1.02M +$71.1K +1,116 +7%
NAM
368
NorthCrest Asset Manangement
Minnesota
$1.02M -$43.6K -684 -4%
CFS
369
CRA Financial Services
New Jersey
$1.01M – – –
2L
370
25 LLC
Missouri
$1M +$1.47K +23 +0.1%
CWA
371
Canvas Wealth Advisors
Kansas
$999K +$489K +7,666 +96%
VFA
372
Valeo Financial Advisors
Indiana
$968K – – –
MWPCG
373
Measured Wealth Private Client Group
New Hampshire
$964K -$6.25K -98 -0.6%
JSL
374
JT Stratford LLC
Georgia
$953K -$829 -13 -0.1%
PAG
375
Poinciana Advisors Group
Florida
$953K +$953K +14,942 New
13 14
15
16 17