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Dimensional US Equity ETF
DFUS

Overview Fund Activity

588 hedge funds and large institutions have $6.75B invested in Dimensional US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 222 increasing their positions, 160 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+25
Holders Change %
+4.44%
% of All Funds
8.55%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.19%
New
46
Increased
222
Reduced
160
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$218M
2
LPL Financial
2
LPL Financial
California
$121M
3
PCMC
3
Private Capital Management (Colorado)
Colorado
$78.6M
4
Cerity Partners
4
Cerity Partners
New York
$34.7M
5
SWA
5
Sax Wealth Advisors
New Jersey
$183M

Top Sellers

1
SC
1
Savant Capital
Illinois
$41.2M
2
WIM
2
Warwick Investment Management
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$213M
4
TB
4
Treynor Bancshares
Iowa
$1.05M
5
FFM
5
Forum Financial Management
Illinois
$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Modera Wealth Management
New Jersey
$69.5M -$1.04M -17,633 -1%
FG
27
Foster Group
Iowa
$66.8M -$703K -11,950 -1%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$65.9M +$4.65M +79,071 +8%
AAM
29
Austin Asset Management
Texas
$65.6M +$4.78M +81,149 +8%
Mariner
30
Mariner
Kansas
$64.5M +$4.58M +77,815 +8%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$63.1M -$52.5K -892 -0.1%
CL
32
Choreo LLC
Illinois
$61M +$1.21M +20,513 +2%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$57.9M +$18.5M +315,156 +47%
CPIG
34
Chicago Partners Investment Group
Illinois
$57.5M +$9.29M +157,688 +19%
EFP
35
Elser Financial Planning
Indiana
$57.1M +$57.1M +969,770 New
CFO
36
Colony Family Offices
North Carolina
$56.6M +$543K +9,227 +1%
EAM
37
Evanson Asset Management
California
$56.2M -$195K -3,311 -0.3%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$53M +$1.99M +33,819 +4%
HWMT
39
Heritage Wealth Management (Texas)
Texas
$49.1M +$517K +8,780 +1%
Truist Financial
40
Truist Financial
North Carolina
$48.8M +$306K +5,193 +0.6%
1WM
41
1900 Wealth Management
Texas
$45.9M -$85.5K -1,452 -0.2%
RCI
42
RS Crum Inc
California
$42.9M +$4.38M +74,446 +11%
MAM
43
McLean Asset Management
Virginia
$41.6M +$158K +2,613 +0.4%
SC
44
Savant Capital
Illinois
$41.2M -$20.5M -348,729 -33%
KAS
45
Kestra Advisory Services
Texas
$40.8M +$7.68M +130,504 +23%
AC
46
Apella Capital
Connecticut
$39.9M +$1.33M +22,175 +3%
WCWM
47
Willow Creek Wealth Management
California
$39.2M +$2.5M +42,431 +7%
DAS
48
Dynamic Advisor Solutions
Arizona
$38.4M +$12.9M +219,377 +51%
AIS
49
American Investment Services
Massachusetts
$38.3M -$152K -2,575 -0.4%
KCM
50
KM Capital Management
Texas
$37.4M +$3.84M +65,207 +11%
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