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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.

Holders
689
Holders Change
+83
Holders Change %
+13.7%
% of All Funds
9.18%
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 %
DPW
26
DiNuzzo Private Wealth
Pennsylvania
$76.7M -$4.39M -68,858 -5%
PCMC
27
Private Capital Management (Colorado)
Colorado
$74.7M -$3.75M -58,826 -5%
Mariner
28
Mariner
Kansas
$74.6M +$2.26M +35,510 +3%
MWM
29
Modera Wealth Management
New Jersey
$73.6M -$774K -12,140 -1%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$71.9M +$7.14M +112,026 +11%
MAC
31
Mason & Associates (California)
California
$70.3M +$25M +391,488 +55%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$69.8M +$1.2M +18,791 +2%
AAM
33
Austin Asset Management
Texas
$68.3M -$186K -2,917 -0.3%
SC
34
Savant Capital
Illinois
$65.5M +$13.1M +205,130 +25%
FG
35
Foster Group
Iowa
$65.4M -$5.22M -81,955 -7%
CL
36
Choreo LLC
Illinois
$65.3M -$150K -2,352 -0.2%
CPIG
37
Chicago Partners Investment Group
Illinois
$65.1M +$1.04M +16,131 +2%
EFP
38
Elser Financial Planning
Indiana
$63.9M +$61.2M +960,357 +2,246%
CFO
39
Colony Family Offices
North Carolina
$62.6M +$447K +7,007 +0.7%
EAM
40
Evanson Asset Management
California
$61.9M +$630K +9,884 +1%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$58.9M -$6.09M -95,529 -9%
Truist Financial
42
Truist Financial
North Carolina
$53.8M +$474K +7,436 +0.9%
HWMT
43
Heritage Wealth Management (Texas)
Texas
$51.1M -$1.2M -18,764 -2%
1WM
44
1900 Wealth Management
Texas
$49.1M -$431K -6,754 -0.9%
PWM
45
PBMares Wealth Management
Virginia
$47.7M +$3.87M +60,779 +9%
Bank of America
46
Bank of America
North Carolina
$45.9M +$7.1M +111,445 +18%
WCWM
47
Willow Creek Wealth Management
California
$45.5M +$1.28M +20,055 +3%
RCI
48
RS Crum Inc
California
$45.4M -$1.36M -21,344 -3%
MAM
49
McLean Asset Management
Virginia
$43.8M -$593K -9,298 -1%
QWM
50
Quadcap Wealth Management
Texas
$42.5M +$6.36M +99,840 +18%
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