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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
+$543M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$510M
3
RFP
Root Financial Partners
California
+$30.8M
4
PWM
PBMares Wealth Management
Virginia
+$27.6M
5
GWWM
Great Waters Wealth Management
Minnesota
+$16M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$57.7M
2
SP
Symmetry Partners
Connecticut
-$12.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$7.5M
4
PCMC
Private Capital Management (Colorado)
Colorado
-$6.63M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
526
MJP Associates
Connecticut
$234K +$435 +7 +0.2%
AO
527
Advisor OS
Illinois
$234K +$435 +7 +0.2%
PWM
528
Proathlete Wealth Management
Florida
$232K +$622 +10 +0.3%
BF
529
Brooklyn FI
New York
$229K – – –
SIM
530
Stratos Investment Management
Ohio
$222K – – –
YIA
531
YHB Investment Advisors
Connecticut
$222K – – –
AI
532
Accredited Investors
Minnesota
$221K – – –
Envestnet Portfolio Solutions
533
Envestnet Portfolio Solutions
Illinois
$221K +$221K +3,556 New
CS
534
Capital Square
Tennessee
$221K +$11.9K +191 +6%
RCM
535
Raleigh Capital Management
North Carolina
$218K – – –
SB
536
Strategic Blueprint
Georgia
$218K +$373 +6 +0.2%
AWM
537
Accel Wealth Management
Iowa
$218K – – –
FMWA
538
Forvis Mazars Wealth Advisors
Missouri
$218K -$249 -4 -0.1%
MSWM
539
McGlone Suttner Wealth Management
Wisconsin
$218K +$218K +3,502 New
RFC
540
Regions Financial Corp
Alabama
$217K – – –
SWA
541
Strategies Wealth Advisors
Michigan
$210K +$210K +3,384 New
AFA
542
American Financial Advisors
Georgia
$210K +$210K +3,372 New
RP
543
Rowlandmiller & Partners
Georgia
$210K – – –
SVCP
544
Silicon Valley Capital Partners
California
$210K +$560 +9 +0.3%
RCM
545
RB Capital Management
Nevada
$209K +$209K +3,361 New
PCI
546
Planning Center Inc
Illinois
$203K +$203K +3,264 New
LA
547
Lynch & Associates
Indiana
$203K -$299K -4,809 -60%
BOC
548
Bull Oak Capital
California
$197K -$10.3K -166 -5%
VAMG
549
Voisard Asset Management Group
Michigan
$196K +$196K +4,702 New
GWS
550
Glassman Wealth Services
Virginia
$195K – – –
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