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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 %
BWP
501
Bernardo Wealth Planning
Pennsylvania
$258K +$258K +4,384 New
AMG
502
Advisors Management Group
Wisconsin
$258K – – –
AG
503
AlTi Global
New York
$253K – – –
PP
504
PDS Planning
Ohio
$252K +$706 +12 +0.3%
EI
505
Ellevest Inc
New York
$251K +$647 +11 +0.3%
BW
506
BIP Wealth
Georgia
$250K +$250K +4,249 New
GD
507
Grandfield & Dodd
New York
$247K -$23.5K -400 -9%
M
508
MOTCO
Texas
$246K – – –
CC
509
Capstone Capital
Nevada
$243K – – –
TCWM
510
Total Clarity Wealth Management
Illinois
$242K +$16K +272 +7%
AL
511
Aspiriant LLC
California
$240K – – –
PAS
512
Park Avenue Securities
New York
$239K -$50.4K -856 -17%
Wells Fargo
513
Wells Fargo
California
$233K -$126K -2,146 -35%
GI
514
Gradient Investments
Minnesota
$232K – – –
EWP
515
Elevation Wealth Partners
California
$228K +$105K +1,792 +86%
ECG
516
Edge Capital Group
Georgia
$226K – – –
HH
517
HWG Holdings
Texas
$225K +$225K +3,819 New
MA
518
MJP Associates
Connecticut
$221K +$412 +7 +0.2%
AO
519
Advisor OS
Illinois
$221K +$412 +7 +0.2%
BWM
520
BlackDiamond Wealth Management
New York
$220K -$11.9K -207 -5%
PWM
521
Proathlete Wealth Management
Florida
$219K +$589 +10 +0.3%
BF
522
Brooklyn FI
New York
$216K – – –
SIM
523
Stratos Investment Management
Ohio
$210K +$530 +9 +0.3%
YIA
524
YHB Investment Advisors
Connecticut
$210K – – –
AI
525
Accredited Investors
Minnesota
$209K +$209K +3,557 New
19 20
21
22 23