DFUS icon

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 %
NPAN
501
Northeast Planning Associates NH
New Hampshire
$399K +$399K +6,251 New
R
502
Rebalance
California
$398K +$1.4K +22 +0.4%
GCP
503
Gill Capital Partners
Colorado
$398K +$701 +11 +0.2%
PTC
504
Private Trust Company
Ohio
$396K -$11.7K -183 -3%
BIG
505
Builder Investment Group
Georgia
$392K +$49K +769 +14%
CTC
506
Central Trust Company
Missouri
$389K – – –
RPA
507
Redwood Park Advisors
California
$389K +$389K +6,095 New
FPCP
508
Fort Point Capital Partners
California
$388K +$388K +6,086 New
NG
509
Norden Group
Utah
$385K +$16.3K +255 +4%
WTB
510
Washington Trust Bank
Washington
$383K – – –
CCMG
511
Clark Capital Management Group
Pennsylvania
$380K -$11.9K -187 -3%
CPRC
512
Consolidated Portfolio Review Corp
New York
$372K +$372K +5,829 New
SHJ
513
Sharkey, Howes & Javer
Colorado
$369K +$1.28K +20 +0.3%
SCA
514
Strathmore Capital Advisors
North Carolina
$368K +$368K +5,778 New
FIA
515
Foundations Investment Advisors
Arizona
$368K +$71.7K +1,125 +24%
Wells Fargo
516
Wells Fargo
California
$366K -$101K -1,592 -22%
AWMG
517
Alliance Wealth Management Group
New Jersey
$365K – – –
TCM
518
Towercrest Capital Management
Pennsylvania
$365K – – –
SIC
519
Samalin Investment Counsel
New York
$362K +$362K +5,682 New
CCWM
520
Cassaday & Co Wealth Management
Virginia
$362K – – –
FWCM
521
Ferguson Wellman Capital Management
Oregon
$360K – – –
AA
522
Apriem Advisors
California
$358K – – –
VCM
523
Versant Capital Management
Arizona
$357K +$956 +15 +0.3%
WAN
524
Wealth Advisors Northwest
Oregon
$349K +$349K +5,477 New
SWP
525
Sagespring Wealth Partners
Tennessee
$349K +$349K +5,474 New
19 20
21
22 23