DFUS icon

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

Top Sellers

1
SC
Savant Capital
Illinois
$41.2M
2
WIM
Warwick Investment Management
Texas
$0
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$213M
4
TB
Treynor Bancshares
Iowa
$1.05M
5
FFM
Forum Financial Management
Illinois
$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTA
476
Washington Trust Advisors
Massachusetts
$299K – – –
BB
477
Busey Bank
Illinois
$295K -$18.8K -319 -6%
FNT
478
First National Trust
Pennsylvania
$294K -$88.3K -1,500 -23%
FWM
479
Focused Wealth Management
New York
$292K -$1.24K -21 -0.4%
UB
480
UMB Bank
Missouri
$291K – – –
Ameriprise
481
Ameriprise
Minnesota
$290K +$290K +4,927 New
PWIA
482
Porter White Investment Advisors
Alabama
$286K – – –
OCM
483
One Capital Management
California
$285K +$59 +1 +0%
WIA
484
World Investment Advisors
California
$283K +$765 +13 +0.3%
FFWA
485
FRG Family Wealth Advisors
Washington
$282K – – –
NCM
486
Noesis Capital Mangement
Florida
$280K +$280K +4,763 New
PAG
487
Private Advisory Group
Washington
$280K – – –
WWM
488
Whalen Wealth Management
Nevada
$279K +$765 +13 +0.3%
NFA
489
Northern Financial Advisors
Michigan
$279K +$294 +5 +0.1%
VPIM
490
Vanguard Personalized Indexing Management
California
$277K – – –
CTWM
491
Cherry Tree Wealth Management
Minnesota
$276K – – –
WAM
492
Weatherly Asset Management
California
$273K – – –
FIA
493
Foundations Investment Advisors
Arizona
$273K +$8K +136 +3%
WP
494
Westmount Partners
California
$269K – – –
TWP
495
Tyche Wealth Partners
Texas
$267K – – –
FI
496
Financial Insights
Washington
$267K – – –
MWP
497
Meridian Wealth Partners
Pennsylvania
$265K – – –
BIG
498
Builder Investment Group
Georgia
$263K +$26.9K +457 +11%
WSFS
499
Wilmington Savings Fund Society
Delaware
$261K +$261K +4,439 New
CCM
500
Carlson Capital Management
Minnesota
$261K – – –
18 19
20
21 22