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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 %
DWA
501
Delap Wealth Advisory
Oregon
$280K -$280K -4,508 -50%
MWP
502
Meridian Wealth Partners
Pennsylvania
$280K – – –
AAS
503
Ameritas Advisory Services
Nebraska
$279K +$279K +4,480 New
CFGS
504
Concourse Financial Group Securities
Alabama
$279K -$64.6K -1,038 -19%
WSFS
505
Wilmington Savings Fund Society
Delaware
$276K – – –
CCM
506
Carlson Capital Management
Minnesota
$276K +$124 +2 +0%
SCM
507
SOL Capital Management
Maryland
$274K -$45.5K -730 -14%
AMG
508
Advisors Management Group
Wisconsin
$273K – – –
PAS
509
Park Avenue Securities
New York
$271K +$18.6K +299 +7%
NFA
510
Northern Financial Advisors
Michigan
$270K -$25.1K -404 -9%
PP
511
PDS Planning
Ohio
$267K +$684 +11 +0.3%
AG
512
AlTi Global
New York
$267K – – –
EI
513
Ellevest Inc
New York
$266K +$684 +11 +0.3%
BW
514
BIP Wealth
Georgia
$264K – – –
GD
515
Grandfield & Dodd
New York
$261K -$62 -1 -0%
M
516
MOTCO
Texas
$260K – – –
CC
517
Capstone Capital
Nevada
$257K – – –
TCWM
518
Total Clarity Wealth Management
Illinois
$256K – – –
AL
519
Aspiriant LLC
California
$254K – – –
EFG
520
Elios Financial Group
Ohio
$248K +$248K +3,995 New
GI
521
Gradient Investments
Minnesota
$245K – – –
BWM
522
BlackDiamond Wealth Management
New York
$240K -$9.97K -153 -4%
EWP
523
Elevation Wealth Partners
California
$239K -$1.93K -31 -0.8%
ECG
524
Edge Capital Group
Georgia
$238K – – –
HH
525
HWG Holdings
Texas
$238K – – –
19 20
21
22 23