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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 %
TCM
426
Towneley Capital Management
California
$672K -$134K -2,096 -17%
WWC
427
Waypoint Wealth Counsel
Georgia
$663K – – –
RWM
428
Ritholtz Wealth Management
New York
$661K – – –
PAG
429
Private Advisory Group
Washington
$661K +$357K +5,602 +118%
AFAS
430
Acorn Financial Advisory Services
Virginia
$658K +$191 +3 +0%
SWA
431
SFMG Wealth Advisors
Texas
$656K -$6.5K -102 -1%
TCM
432
TruNorth Capital Management
Michigan
$652K – – –
CRC
433
Curi RMB Capital
Illinois
$652K +$2.36K +37 +0.4%
HA
434
Hanover Advisors
South Carolina
$650K +$5.29K +83 +0.8%
CCM
435
Condor Capital Management
New Jersey
$643K – – –
DAS
436
Diversify Advisory Services
Utah
$642K -$204K -3,222 -24%
BWMG
437
Bannerman Wealth Management Group
Texas
$640K +$640K +10,045 New
IFS
438
Intelligent Financial Strategies
Minnesota
$635K -$14.2K -222 -2%
GWA
439
Geometric Wealth Advisors
District of Columbia
$630K – – –
MWA
440
Midland Wealth Advisors
Illinois
$630K +$1.91K +30 +0.3%
GA
441
Greenspring Advisors
Maryland
$629K – – –
SA
442
Sincerus Advisory
New York
$620K +$620K +9,732 New
CSI
443
Cross Staff Investments
New York
$610K – – –
MCM
444
MAI Capital Management
Ohio
$609K -$47.5K -745 -7%
VWA
445
Visionary Wealth Advisors
Illinois
$609K – – –
SC
446
Scratch Capital
Idaho
$603K +$603K +9,466 New
SVWAG
447
Sound View Wealth Advisors Group
Georgia
$603K – – –
BF
448
Brogan Financial
Tennessee
$603K +$2.1K +33 +0.4%
SP
449
Stonebrook Private
Michigan
$593K -$159K -2,489 -21%
MMA
450
Miracle Mile Advisors
California
$591K -$446 -7 -0.1%
16 17
18
19 20