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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 %
EWM
451
Evercore Wealth Management
New York
$380K – – –
CTC
452
Central Trust Company
Missouri
$379K – – –
Susquehanna International Group
453
Susquehanna International Group
Pennsylvania
$375K -$616K -9,909 -62%
WTB
454
Washington Trust Bank
Washington
$374K +$374K +6,013 New
SA
455
Stewardship Advisors
Pennsylvania
$374K +$374K +6,007 New
AG
456
Ascent Group
Virginia
$367K -$20.8K -334 -5%
NG
457
Norden Group
Utah
$360K +$8.58K +138 +2%
SHJ
458
Sharkey, Howes & Javer
Colorado
$359K +$933 +15 +0.3%
PWM
459
Perigon Wealth Management
California
$358K – – –
AWMG
460
Alliance Wealth Management Group
New Jersey
$356K – – –
TCM
461
Towercrest Capital Management
Pennsylvania
$356K – – –
CCWM
462
Cassaday & Co Wealth Management
Virginia
$353K – – –
FWCM
463
Ferguson Wellman Capital Management
Oregon
$351K – – –
AA
464
Apriem Advisors
California
$349K – – –
VCM
465
Versant Capital Management
Arizona
$348K -$12.9K -208 -4%
PPP
466
Private Portfolio Partners
New Jersey
$346K -$12.4K -200 -3%
LIM
467
Leavell Investment Management
Alabama
$343K +$343K +5,520 New
SWP
468
Strategic Wealth Partners
Ohio
$342K – – –
BIG
469
Builder Investment Group
Georgia
$334K +$55.9K +898 +20%
VFP
470
Verus Financial Partners
Virginia
$333K +$308 +5 +0.1%
GCA
471
Gradient Capital Advisors
California
$333K -$11.3K -181 -3%
AFS
472
Annapolis Financial Services
Maryland
$330K – – –
ECM
473
Evergreen Capital Management
Washington
$330K – – –
CCM
474
Coldstream Capital Management
Washington
$329K – – –
AFG
475
Atomi Financial Group
New York
$326K -$1.24K -20 -0.4%
17 18
19
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