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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
9.18%
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 %
AFG
526
Atomi Financial Group
New York
$345K +$10.7K +168 +3%
SAM
527
Synergy Asset Management
Washington
$344K +$344K +5,455 New
VFP
528
Verus Financial Partners
Virginia
$342K +$506 +8 +0.1%
PPP
529
Private Portfolio Partners
New Jersey
$340K -$14.7K -231 -4%
CIBC Private Wealth Group
530
CIBC Private Wealth Group
Georgia
$339K -$150K -2,336 -31%
CCM
531
Coldstream Capital Management
Washington
$338K – – –
GCA
532
Gradient Capital Advisors
California
$334K -$6.5K -102 -2%
MG
533
Mather Group
Illinois
$333K -$217K -3,404 -39%
SWP
534
Strategic Wealth Partners
Ohio
$332K -$33.3K -501 -9%
AG
535
Ascent Group
Virginia
$332K -$44.6K -700 -12%
BMWS
536
Brady Martz Wealth Solutions
North Dakota
$329K +$329K +5,188 New
CWAG
537
Compton Wealth Advisory Group
Virginia
$329K – – –
BC
538
Burney Company
Virginia
$326K – – –
NAM
539
NTV Asset Management
West Virginia
$326K – – –
BWG
540
Beta Wealth Group
California
$326K +$383 +6 +0.1%
WTA
541
Washington Trust Advisors
Massachusetts
$324K – – –
TNA
542
True North Advisors
Texas
$323K +$323K +5,074 New
BB
543
Busey Bank
Illinois
$320K – – –
FNT
544
First National Trust
Pennsylvania
$319K – – –
FFWA
545
FRG Family Wealth Advisors
Washington
$318K – – –
FWM
546
Focused Wealth Management
New York
$318K +$1.15K +18 +0.4%
RWRC
547
R.W. Roge & Company
New York
$317K -$148K -2,320 -32%
UB
548
UMB Bank
Missouri
$315K – – –
PWIA
549
Porter White Investment Advisors
Alabama
$310K – – –
T
550
Tableaux
Massachusetts
$309K +$309K +4,845 New
20 21
22
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