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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 %
BAWC
401
Boyce & Associates Wealth Consulting
Texas
$537K +$1.12K +18 +0.2%
MFS
402
Madrona Financial Services
Washington
$532K – – –
PFA
403
Pure Financial Advisors
California
$530K +$1.37K +22 +0.3%
EFS
404
Essex Financial Services
Connecticut
$528K +$54.1K +855 +11%
FF
405
Francis Financial
$522K – – –
AF
406
Advisornet Financial
Minnesota
$517K +$871 +14 +0.2%
FDCP
407
Foster Dykema Cabot & Partners
Massachusetts
$516K – – –
IA
408
IFG Advisors
Missouri
$515K – – –
EP
409
Essential Planning
New Hampshire
$513K – – –
CIA
410
Cape Investment Advisory
Georgia
$506K +$87.4K +1,405 +21%
RWM
411
Rockwood Wealth Management
Pennsylvania
$501K – – –
CWA
412
Canvas Wealth Advisors
Kansas
$498K +$178K +2,855 +55%
FWTB
413
First Western Trust Bank
Colorado
$497K – – –
HWP
414
Hibernia Wealth Partners
Louisiana
$493K +$493K +7,925 New
Ameriprise
415
Ameriprise
Minnesota
$493K +$186K +2,998 +61%
RJT
416
Raymond James Trust
Florida
$488K +$51.1K +821 +12%
AIA
417
Allied Investment Advisors
Montana
$482K – – –
NB
418
Nicolet Bankshares
Wisconsin
$481K – – –
TFP
419
Traction Financial Partners
Wyoming
$479K -$109K -1,751 -19%
BMCM
420
Bryn Mawr Capital Management
Pennsylvania
$478K – – –
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$474K -$78.1K -1,255 -14%
HCM
422
Hollencrest Capital Management
California
$470K -$82.9K -1,333 -15%
PWA
423
PCG Wealth Advisors
Kansas
$467K – – –
GRP
424
Global Retirement Partners
California
$463K +$25.2K +405 +6%
PC
425
Peavine Capital
Nevada
$462K – – –
15 16
17
18 19