DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

588 hedge funds and large institutions have $6.75B invested in Dimensional US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 222 increasing their positions, 160 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
588
Holders Change
+25
Holders Change %
+4.44%
% of All Funds
8.55%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.19%
New
46
Increased
222
Reduced
160
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$218M
2
LPL Financial
LPL Financial
California
$121M
3
PCMC
Private Capital Management (Colorado)
Colorado
$78.6M
4
Cerity Partners
Cerity Partners
New York
$34.7M
5
SWA
Sax Wealth Advisors
New Jersey
$183M

Top Sellers

1
SC
Savant Capital
Illinois
$41.2M
2
WIM
Warwick Investment Management
Texas
$0
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$213M
4
TB
Treynor Bancshares
Iowa
$1.05M
5
FFM
Forum Financial Management
Illinois
$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
576
Colonial Trust
South Carolina
$23.5K – – –
FLPIM
577
F.L. Putnam Investment Management
Massachusetts
$23.5K +$23.5K +400 New
WT
578
Washington Trust
Rhode Island
$21.2K +$21.2K +361 New
VWWMG
579
Vermillion & White Wealth Management Group
Pennsylvania
$21.1K – – –
FC
580
Fairscale Capital
New Hampshire
$17.4K +$17.4K +284 New
CPG
581
Cornerstone Planning Group
New Jersey
$14.5K – – –
BlackRock
582
BlackRock
New York
$10.6K +$10.6K +180 New
JFA
583
JNBA Financial Advisors
Minnesota
$7.65K – – –
RPCA
584
Running Point Capital Advisors
California
$6.09K +$6.09K +104 New
BL
585
BFSG LLC
California
$3.83K +$3.83K +65 New
QC
586
Quent Capital
New York
$1.88K +$236 +4 +14%
DFA
587
DHJJ Financial Advisors
Illinois
$1.53K +$942 +16 +160%
PS
588
Principal Securities
Iowa
$706 -$20.7K -352 -97%
HNB
589
Huntington National Bank
Ohio
$59 -$57 – –
WIM
590
Warwick Investment Management
Texas
– -$16.7M -293,573 Closed
PS
591
Portfolio Strategies
New York
– -$3.65M -64,006 Closed
EF
592
Empowered Funds
Pennsylvania
– -$2.49M -43,772 Closed
ES
593
Eagle Strategies
New York
– -$1.44M -25,240 Closed
RWM
594
Revisor Wealth Management
Ohio
– -$589K -10,820 Closed
HIC
595
Hartline Investment Corp
Illinois
– -$546K -9,583 Closed
HWP
596
Hibernia Wealth Partners
Louisiana
– -$355K -6,232 Closed
DT
597
Diversified Trust
Tennessee
– -$348K -6,116 Closed
BTWM
598
Baker Tilly Wealth Management
Wisconsin
– -$321K -5,630 Closed
LNC
599
Lincoln National Corp
Pennsylvania
– -$258K -4,526 Closed
AWA
600
Arkadios Wealth Advisors
Georgia
– -$245K -4,302 Closed
21 22 23
24
25