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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.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
+83
Holders Change %
+13.7%
% of All Funds
9.17%
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 %
PC
476
Peavine Capital
Nevada
$474K – – –
WWM
477
Westwood Wealth Management
California
$473K – – –
SVWG
478
Shared Vision Wealth Group
United States
$465K – – –
GRP
479
Global Retirement Partners
California
$462K -$11.9K -187 -3%
FRA
480
Frank Rimerman Advisors
California
$458K – – –
TFP
481
Traction Financial Partners
Wyoming
$453K -$38.2K -599 -8%
BCM
482
Brookstone Capital Management
Illinois
$449K -$436K -6,834 -49%
BCM
483
Becker Capital Management
Oregon
$449K – – –
PWM
484
Perigon Wealth Management
California
$449K +$76.9K +1,191 +21%
Ameriprise
485
Ameriprise
Minnesota
$445K -$60.1K -943 -12%
C1AG
486
Client 1st Advisory Group
Florida
$443K – – –
ECM
487
Evergreen Capital Management
Washington
$442K +$104K +1,634 +31%
EBA
488
Eagle Bay Advisors
New York
$441K – – –
KBFS
489
Kohmann Bosshard Financial Services
Ohio
$440K – – –
Kovitz Investment Group Partners
490
Kovitz Investment Group Partners
Illinois
$439K – – –
SA
491
Stewardship Advisors
Pennsylvania
$438K +$55.5K +870 +14%
BPWM
492
Badgley Phelps Wealth Managers
Washington
$427K – – –
BSSFA
493
Baron Silver Stevens Financial Advisors
Florida
$426K – – –
EA
494
Efficient Advisors
Ohio
$419K -$18.2K -285 -4%
PWM
495
Penobscot Wealth Management
Maine
$416K – – –
GKWIM
496
Gerber Kawasaki Wealth & Investment Management
California
$415K +$1.47K +23 +0.4%
LIM
497
Leavell Investment Management
Alabama
$413K +$61.5K +964 +17%
BW
498
BIP Wealth
Georgia
$407K +$136K +2,133 +50%
GWM
499
GSB Wealth Management
Connecticut
$405K – – –
SRCM
500
Signature Resources Capital Management
California
$399K – – –
18 19
20
21 22