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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 %
WIA
551
World Investment Advisors
California
$309K +$1.15K +18 +0.4%
OCM
552
One Capital Management
California
$308K – – –
TWM
553
Tanager Wealth Management
United Kingdom
$308K +$308K +4,835 New
AWMNY
554
Arcadia Wealth Management (New York)
New York
$308K +$308K +4,826 New
WWM
555
Whalen Wealth Management
Nevada
$304K +$1.08K +17 +0.4%
NCM
556
Noesis Capital Mangement
Florida
$304K – – –
DCA
557
DSG Capital Advisors
Minnesota
$301K +$301K +4,727 New
VPIM
558
Vanguard Personalized Indexing Management
California
$300K – – –
CTWM
559
Cherry Tree Wealth Management
Minnesota
$299K – – –
WAM
560
Weatherly Asset Management
California
$296K – – –
GWS
561
Glassman Wealth Services
Virginia
$295K +$95.1K +1,491 +48%
LWM
562
Lionshead Wealth Management
New York
$292K +$292K +4,579 New
WP
563
Westmount Partners
California
$291K – – –
PAS
564
Park Avenue Securities
New York
$290K +$11.9K +187 +4%
TWP
565
Tyche Wealth Partners
Texas
$289K – – –
FI
566
Financial Insights
Washington
$289K – – –
DWA
567
Delap Wealth Advisory
Oregon
$287K – – –
MWP
568
Meridian Wealth Partners
Pennsylvania
$287K – – –
MWG
569
Martin Worley Group
Utah
$285K +$285K +4,472 New
WSFS
570
Wilmington Savings Fund Society
Delaware
$283K – – –
SCM
571
SOL Capital Management
Maryland
$280K – – –
NFA
572
Northern Financial Advisors
Michigan
$277K +$382 +6 +0.1%
HCWM
573
Hidden Cove Wealth Management
Washington
$277K +$277K +4,338 New
VW
574
Vance Wealth
California
$275K -$48K -753 -15%
PP
575
PDS Planning
Ohio
$275K +$956 +15 +0.3%
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