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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 %
WFA
376
WestHill Financial Advisors
California
$948K – – –
PMG
377
Private Management Group
California
$934K -$64.4K -1,010 -6%
NRWA
378
North Ridge Wealth Advisors
Oregon
$932K – – –
CB
379
Cadence Bank
Mississippi
$921K – – –
SAM
380
Summit Asset Management
Tennessee
$914K – – –
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$912K +$212K +3,330 +30%
LWL
382
Leo Wealth LLC
Texas
$904K -$52.8K -828 -6%
SRWM
383
Shira Ridge Wealth Management
California
$893K -$12.8K -200 -1%
FH
384
Financial Harvest
Florida
$891K +$891K +13,981 New
PFM
385
Phillips Financial Management
Indiana
$889K -$68.5K -1,075 -7%
CB
386
Commerce Bank
Missouri
$885K -$1.28K -20 -0.1%
MSF
387
Mustard Seed Financial
Arkansas
$881K -$26.3K -412 -3%
KIM
388
Kestra Investment Management
Texas
$877K +$877K +13,754 New
Bank of New York Mellon
389
Bank of New York Mellon
New York
$874K -$664K -10,415 -43%
LNWWM
390
Laird Norton Wetherby Wealth Management
California
$871K -$191K -2,993 -18%
CSIC
391
Clifford Swan Investment Counsel
California
$869K – – –
NGA
392
Naples Global Advisors
Florida
$838K – – –
FPCG
393
Forum Private Client Group
Indiana
$835K -$1.15K -18 -0.1%
JWM
394
JFG Wealth Management
Colorado
$830K -$13.6K -214 -2%
SAM
395
SP Asset Management
California
$828K +$3K +47 +0.4%
IA
396
IFG Advisors
Missouri
$827K +$300K +4,701 +57%
PSP
397
Principal Street Partners
Tennessee
$827K +$4.97K +78 +0.6%
MAMG
398
Milestone Asset Management Group
Connecticut
$821K +$821K +12,871 New
JWCA
399
J.W. Cole Advisors
Florida
$807K -$398K -6,240 -33%
Fisher Asset Management
400
Fisher Asset Management
Washington
$793K +$468K +7,337 +144%
14 15
16
17 18