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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 %
WWM
426
Westwood Wealth Management
California
$462K – – –
Wells Fargo
427
Wells Fargo
California
$456K +$210K +3,374 +85%
RWRC
428
R.W. Roge & Company
New York
$454K -$2.49K -40 -0.5%
SVWG
429
Shared Vision Wealth Group
United States
$453K – – –
FRA
430
Frank Rimerman Advisors
California
$447K – – –
BCM
431
Becker Capital Management
Oregon
$438K – – –
C1AG
432
Client 1st Advisory Group
Florida
$432K +$432K +6,951 New
AWS
433
Atria Wealth Solutions
New York
$430K – – –
EBA
434
Eagle Bay Advisors
New York
$430K – – –
KBFS
435
Kohmann Bosshard Financial Services
Ohio
$430K -$15.9K -256 -4%
Kovitz Investment Group Partners
436
Kovitz Investment Group Partners
Illinois
$428K – – –
EA
437
Efficient Advisors
Ohio
$427K -$19.8K -319 -4%
BPWM
438
Badgley Phelps Wealth Managers
Washington
$417K -$9.33K -150 -2%
BSSFA
439
Baron Silver Stevens Financial Advisors
Florida
$416K – – –
PWM
440
Penobscot Wealth Management
Maine
$405K – – –
GKWIM
441
Gerber Kawasaki Wealth & Investment Management
California
$404K +$995 +16 +0.2%
PTC
442
Private Trust Company
Ohio
$398K -$107K -1,714 -21%
GWM
443
GSB Wealth Management
Connecticut
$395K -$3.73K -60 -0.9%
C
444
Certuity
Florida
$395K -$23.2K -373 -6%
HKIMG
445
Hutchens & Kramer Investment Management Group
Indiana
$394K +$2.71K +44 +0.7%
SRCM
446
Signature Resources Capital Management
California
$389K +$4.42K +71 +1%
FTUS
447
Flow Traders U.S.
New York
$388K -$290K -4,668 -43%
R
448
Rebalance
California
$387K +$995 +16 +0.3%
GCP
449
Gill Capital Partners
Colorado
$387K -$50.6K -814 -12%
CCMG
450
Clark Capital Management Group
Pennsylvania
$383K – – –
16 17
18
19 20