DFUS icon

Dimensional US Equity ETF

563 hedge funds and large institutions have $6.18B invested in Dimensional US Equity ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 191 increasing their positions, 186 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+20
Holders Change %
+3.68%
% of All Funds
8.16%
Holding in Top 10
78
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.3%
% of All Funds
1.13%
New
47
Increased
191
Reduced
186
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWP
526
IAG Wealth Partners
Wisconsin
$127K -$13.4K -235 -10%
FFA
527
Frazier Financial Advisors
Ohio
$123K -$197K -3,455 -62%
HNB
528
Hilltop National Bank
Wyoming
$123K +$123K +2,154 New
WT
529
Whittier Trust
California
$122K -$257K -4,518 -68%
GTAM
530
Global Trust Asset Management
Florida
$116K +$92.3K +1,620 +390%
EWP
531
Elevation Wealth Partners
California
$113K +$56.8K +1,044 +100%
W
532
WealthCollab
Washington
$106K
SWM
533
Sanctuary Wealth Management
Idaho
$104K -$37.2K -653 -26%
TC
534
Truvestments Capital
Florida
$104K +$228 +4 +0.2%
AA
535
Atmos Advisory
Pennsylvania
$103K +$171 +3 +0.2%
PCM
536
Perritt Capital Management
Illinois
$99.9K +$228 +4 +0.2%
OC
537
Oakworth Capital
Alabama
$97.2K
BFPW
538
BOK Financial Private Wealth
Colorado
$93.2K
CIAS
539
Capital Investment Advisory Services
North Carolina
$86.8K -$324K -5,691 -79%
SAM
540
S.A. Mason
Michigan
$85K +$85K +1,491 New
TFM
541
TFC Financial Management
Massachusetts
$73.4K +$171 +3 +0.2%
SFC
542
SYM Financial Corp
Indiana
$71.1K
DSC
543
Duncker Streett & Co
Missouri
$66.7K
Russell Investments Group
544
Russell Investments Group
United Kingdom
$63.7K -$45.1K -791 -41%
PMFA
545
Plante Moran Financial Advisors
Michigan
$50.7K
GG
546
Gleason Group
Kentucky
$47.6K -$171 -3 -0.4%
AA
547
Ancora Advisors
Ohio
$44.7K +$18.5K +325 +71%
SN
548
Sittner & Nelson
Oregon
$41.6K
PA
549
Pineridge Advisors
Missouri
$32K
BC
550
Barrett & Company
Rhode Island
$30.5K