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Dimensional US Equity ETF
DFUS

Overview Fund Activity

607 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, 227 increasing their positions, 170 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+18
Holders Change %
+3.06%
% of All Funds
8.78%
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
227
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 %
TRCT
576
Tower Research Capital (TRC)
New York
$77.8K +$77.8K +1,250 New
SFC
577
SYM Financial Corp
Indiana
$77.6K – – –
DSC
578
Duncker Streett & Co
Missouri
$72.8K – – –
Russell Investments Group
579
Russell Investments Group
United Kingdom
$69.5K – – –
OW
580
Olistico Wealth
Oklahoma
$68.5K -$4.92K -79 -7%
PMFA
581
Plante Moran Financial Advisors
Michigan
$55.3K – – –
GG
582
Gleason Group
Kentucky
$50.8K -$1.24K -20 -2%
CIAS
583
Capital Investment Advisory Services
North Carolina
$50.2K -$1.68K -27 -3%
AA
584
Ancora Advisors
Ohio
$48.8K – – –
AAP
585
Arax Advisory Partners
Colorado
$46.8K +$46.8K +752 New
SN
586
Sittner & Nelson
Oregon
$45.4K – – –
PA
587
Pineridge Advisors
Missouri
$35K +$62 +1 +0.2%
BC
588
Barrett & Company
Rhode Island
$33.3K +$124 +2 +0.4%
SS
589
Sunbelt Securities
Texas
$33.3K – – –
Comerica Bank
590
Comerica Bank
Texas
$31.8K – – –
TSMHT
591
Thurston Springer Miller Herd & Titak
Indiana
$29K – – –
CA
592
Continuum Advisory
Idaho
$28.9K – – –
CT
593
Colonial Trust
South Carolina
$24.9K – – –
WT
594
Washington Trust
Rhode Island
$22.5K – – –
VWWMG
595
Vermillion & White Wealth Management Group
Pennsylvania
$22.3K – – –
FC
596
Fairscale Capital
New Hampshire
$19.9K +$2.24K +36 +13%
JIP
597
Jaffetilchin Investment Partners
Florida
$17.4K +$17.4K +280 New
CPG
598
Cornerstone Planning Group
New Jersey
$16.3K +$63 +1 +0.4%
PS
599
Principal Securities
Iowa
$10.6K +$9.83K +158 +1,317%
EA
600
Evolution Advisers
Virginia
$8K +$8K +137 New
21 22 23
24
25