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

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$2.66M
2
SP
Symmetry Partners
Connecticut
$7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$216M
4
PCMC
Private Capital Management (Colorado)
Colorado
$76.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWAG
476
Compton Wealth Advisory Group
Virginia
$321K – – –
BC
477
Burney Company
Virginia
$318K – – –
NAM
478
NTV Asset Management
West Virginia
$318K – – –
BWG
479
Beta Wealth Group
California
$318K -$8.46K -136 -3%
Fisher Asset Management
480
Fisher Asset Management
Washington
$317K – – –
WTA
481
Washington Trust Advisors
Massachusetts
$316K – – –
VW
482
Vance Wealth
California
$316K -$8.15K -131 -3%
BB
483
Busey Bank
Illinois
$312K – – –
FNT
484
First National Trust
Pennsylvania
$311K – – –
FFWA
485
FRG Family Wealth Advisors
Washington
$311K – – –
FWM
486
Focused Wealth Management
New York
$309K +$746 +12 +0.2%
UB
487
UMB Bank
Missouri
$307K – – –
PWIA
488
Porter White Investment Advisors
Alabama
$302K – – –
OCM
489
One Capital Management
California
$301K – – –
WIA
490
World Investment Advisors
California
$300K +$746 +12 +0.2%
NCM
491
Noesis Capital Mangement
Florida
$296K – – –
PAG
492
Private Advisory Group
Washington
$296K – – –
WWM
493
Whalen Wealth Management
Nevada
$295K +$746 +12 +0.3%
VPIM
494
Vanguard Personalized Indexing Management
California
$293K – – –
CTWM
495
Cherry Tree Wealth Management
Minnesota
$292K – – –
WAM
496
Weatherly Asset Management
California
$289K – – –
FIA
497
Foundations Investment Advisors
Arizona
$289K – – –
WP
498
Westmount Partners
California
$284K – – –
TWP
499
Tyche Wealth Partners
Texas
$282K – – –
FI
500
Financial Insights
Washington
$282K – – –
18 19
20
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