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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 %
MF
401
Montis Financial
Massachusetts
$790K +$790K +12,393 New
DPI
402
Diversified Portfolios Inc
Michigan
$786K -$1.02K -16 -0.1%
WP
403
Wealthspan Partners
Iowa
$780K – – –
Empower Advisory Group
404
Empower Advisory Group
Colorado
$778K – – –
Franklin Resources
405
Franklin Resources
California
$778K +$2.74K +43 +0.4%
CFFP
406
Center for Financial Planning
Michigan
$777K – – –
TC
407
TownSquare Capital
Utah
$776K +$217K +3,406 +39%
VWA
408
Valued Wealth Advisors
Utah
$772K +$319 +5 +0%
SA
409
Sanctuary Advisors
Indiana
$772K – – –
CPA
410
Cathy Pareto & Associates
Florida
$748K +$748K +11,727 New
KA
411
Klingman & Associates
New York
$747K – – –
TFM
412
Trademark Financial Management
Minnesota
$740K – – –
LBC
413
Lowe Brockenbrough & Co
Virginia
$739K – – –
SWM
414
Seaside Wealth Management
California
$739K – – –
QCM
415
QRG Capital Management
Illinois
$731K +$10K +157 +1%
EW
416
Evoke Wealth
California
$725K – – –
CAG
417
Csenge Advisory Group
Florida
$721K -$41.2K -646 -5%
NP
418
NorthRock Partners
Minnesota
$701K +$2.49K +39 +0.4%
FA
419
Faithward Advisors
Pennsylvania
$697K +$18.9K +296 +3%
BCA
420
Bay Colony Advisors
Massachusetts
$692K +$69.7K +1,094 +11%
TFA
421
TPG Financial Advisors
Oregon
$677K – – –
BAM
422
Belpointe Asset Management
Nevada
$677K – – –
FCA
423
Fortis Capital Advisors
Kansas
$677K – – –
EFS
424
Essex Financial Services
Connecticut
$676K +$144K +2,258 +27%
GLA
425
Great Lakes Advisors
Illinois
$674K – – –
15 16
17
18 19