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Dimensional US Equity ETF
DFUS

Overview Fund Activity

606 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, 226 increasing their positions, 170 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+18
Holders Change %
+3.06%
% of All Funds
8.77%
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
226
Reduced
170
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$545M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$514M
3
RFP
3
Root Financial Partners
California
$113M
4
PWM
4
PBMares Wealth Management
Virginia
$42.7M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$139M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$2.66M
2
SP
2
Symmetry Partners
Connecticut
$7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$216M
4
PCMC
4
Private Capital Management (Colorado)
Colorado
$76.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
26
Forum Financial Management
Illinois
$76.3M -$1.55M -24,969 -2%
MWM
27
Modera Wealth Management
New Jersey
$72.6M -$838K -13,468 -1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$71M +$4.27M +68,669 +6%
Mariner
29
Mariner
Kansas
$70.5M +$2.32M +37,318 +3%
FG
30
Foster Group
Iowa
$68.9M -$1.78M -28,646 -3%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$66.9M -$6.54M -105,136 -9%
AAM
32
Austin Asset Management
Texas
$66.9M -$2.49M -39,978 -4%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$63.4M +$2.2M +35,356 +4%
CL
34
Choreo LLC
Illinois
$63.2M -$405K -6,581 -0.6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$63.2M +$7.14M +114,732 +13%
CPIG
36
Chicago Partners Investment Group
Illinois
$62.5M +$1.34M +21,419 +2%
CFO
37
Colony Family Offices
North Carolina
$60.7M +$882K +14,186 +1%
EAM
38
Evanson Asset Management
California
$59.8M +$446K +7,164 +0.8%
Truist Financial
39
Truist Financial
North Carolina
$52M +$404K +6,492 +0.8%
SC
40
Savant Capital
Illinois
$51.1M +$7.56M +121,469 +17%
HWMT
41
Heritage Wealth Management (Texas)
Texas
$51M -$903K -14,511 -2%
1WM
42
1900 Wealth Management
Texas
$48.3M -$234K -3,758 -0.5%
RCI
43
RS Crum Inc
California
$45.7M +$350K +5,631 +0.8%
MAC
44
Mason & Associates (California)
California
$44.3M +$7.77M +124,902 +21%
MAM
45
McLean Asset Management
Virginia
$43.2M +$559K +9,003 +1%
WCWM
46
Willow Creek Wealth Management
California
$43.1M +$1.69M +27,147 +4%
PWM
47
PBMares Wealth Management
Virginia
$42.7M +$27.6M +443,291 +182%
KAS
48
Kestra Advisory Services
Texas
$41M -$2.15M -34,514 -5%
AC
49
Apella Capital
Connecticut
$40.5M -$495K -8,035 -1%
DAS
50
Dynamic Advisor Solutions
Arizona
$40.4M -$166K -2,672 -0.4%
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