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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 %
CSB
551
City State Bank
Iowa
$182K – – –
FCG
552
Financial Connections Group
California
$176K – – –
ME
553
McIlrath & Eck
Washington
$162K +$435 +7 +0.3%
AIM
554
Acropolis Investment Management
Missouri
$152K – – –
PP
555
PrairieView Partners
Minnesota
$141K – – –
CSC
556
Caldwell Sutter Capital
California
$141K – – –
IWP
557
IAG Wealth Partners
Wisconsin
$138K – – –
FCT
558
First Community Trust
Iowa
$137K +$137K +2,207 New
FFA
559
Frazier Financial Advisors
Ohio
$134K – – –
HNB
560
Hilltop National Bank
Wyoming
$134K – – –
BTI
561
Blue Trust Inc
Georgia
$134K – – –
WT
562
Whittier Trust
California
$133K – – –
W
563
WealthCollab
Washington
$116K – – –
TC
564
Truvestments Capital
Florida
$114K +$114K +1,833 New
SWM
565
Sanctuary Wealth Management
Idaho
$114K – – –
GTAM
566
Global Trust Asset Management
Florida
$113K -$13.4K -215 -11%
AA
567
Atmos Advisory
Pennsylvania
$113K +$249 +4 +0.2%
PCM
568
Perritt Capital Management
Illinois
$110K +$311 +5 +0.3%
OC
569
Oakworth Capital
Alabama
$106K – – –
UOTTAIMCU
570
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$102K +$102K +1,640 New
BFPW
571
BOK Financial Private Wealth
Colorado
$101K -$746 -12 -0.7%
BA
572
Bristlecone Advisors
Washington
$99.9K +$99.9K +1,606 New
SAM
573
S.A. Mason
Michigan
$92.7K – – –
TFM
574
TFC Financial Management
Massachusetts
$80.5K +$249 +4 +0.3%
TRCT
575
Tower Research Capital (TRC)
New York
$77.8K +$77.8K +1,250 New
21 22
23
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