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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 %
IF
451
Ironwood Financial
Arizona
$587K – – –
SFP
452
Sterling Financial Planning
New Jersey
$576K -$8.73K -137 -1%
TA
453
TFB Advisors
Kansas
$575K +$11.9K +187 +2%
LGWM
454
Litman Gregory Wealth Management
California
$572K – – –
WCM
455
Warburton Capital Management
Oklahoma
$572K +$572K +8,973 New
BAWC
456
Boyce & Associates Wealth Consulting
Texas
$552K +$1.66K +26 +0.3%
AP
457
Aspect Partners
Virginia
$550K – – –
QHA
458
Quarry Hill Advisors
Minnesota
$550K -$3K -47 -0.5%
MFS
459
Madrona Financial Services
Washington
$545K – – –
FF
460
Francis Financial
$536K – – –
BGWM
461
Bridge Generations Wealth Management
Florida
$533K +$533K +8,364 New
PFA
462
Pure Financial Advisors
California
$530K -$13.3K -209 -2%
FDCP
463
Foster Dykema Cabot & Partners
Massachusetts
$528K – – –
AF
464
Advisornet Financial
Minnesota
$528K -$1.28K -20 -0.2%
CIA
465
Cape Investment Advisory
Georgia
$528K +$9.37K +147 +2%
RWM
466
Rockwood Wealth Management
Pennsylvania
$515K – – –
FWTB
467
First Western Trust Bank
Colorado
$510K – – –
AIA
468
Allied Investment Advisors
Montana
$494K – – –
NB
469
Nicolet Bankshares
Wisconsin
$493K – – –
WWA
470
Wingate Wealth Advisors
Massachusetts
$491K +$491K +7,707 New
BMCM
471
Bryn Mawr Capital Management
Pennsylvania
$490K – – –
HCM
472
Hollencrest Capital Management
California
$482K – – –
MCM
473
M1 Capital Management
Michigan
$481K +$481K +7,545 New
PWA
474
PCG Wealth Advisors
Kansas
$478K – – –
CIA
475
Cladis Investment Advisory
Montana
$474K -$91.5K -1,435 -16%
17 18
19
20 21