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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 %
MCM
376
MAI Capital Management
Ohio
$641K +$74.1K +1,191 +13%
TCM
377
TruNorth Capital Management
Michigan
$636K – – –
CRC
378
Curi RMB Capital
Illinois
$634K +$1.56K +25 +0.2%
IFS
379
Intelligent Financial Strategies
Minnesota
$633K -$30.2K -486 -5%
HA
380
Hanover Advisors
South Carolina
$629K -$124 -2 -0%
CCM
381
Condor Capital Management
New Jersey
$628K – – –
GWA
382
Geometric Wealth Advisors
District of Columbia
$615K – – –
GA
383
Greenspring Advisors
Maryland
$614K +$210K +3,369 +52%
MWA
384
Midland Wealth Advisors
Illinois
$613K -$8.96K -144 -1%
BCA
385
Bay Colony Advisors
Massachusetts
$607K +$4.48K +72 +0.7%
LWM
386
LJI Wealth Management
Indiana
$597K +$597K +9,598 New
CSI
387
Cross Staff Investments
New York
$596K – – –
VWA
388
Visionary Wealth Advisors
Illinois
$594K -$52K -836 -8%
SVWAG
389
Sound View Wealth Advisors Group
Georgia
$589K – – –
BF
390
Brogan Financial
Tennessee
$586K +$1.49K +24 +0.3%
MMA
391
Miracle Mile Advisors
California
$577K -$4.73K -76 -0.8%
IF
392
Ironwood Financial
Arizona
$573K -$7.84K -126 -1%
SFP
393
Sterling Financial Planning
New Jersey
$571K +$46.8K +753 +9%
LGWM
394
Litman Gregory Wealth Management
California
$559K – – –
CIA
395
Cladis Investment Advisory
Montana
$552K – – –
TA
396
TFB Advisors
Kansas
$550K +$1.74K +28 +0.3%
TC
397
TownSquare Capital
Utah
$546K +$195K +3,129 +55%
QHA
398
Quarry Hill Advisors
Minnesota
$540K -$3.11K -50 -0.6%
AP
399
Aspect Partners
Virginia
$537K +$537K +8,635 New
MG
400
Mather Group
Illinois
$537K +$5.91K +95 +1%
14 15
16
17 18