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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
9.17%
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 %
AG
576
AlTi Global
New York
$274K – – –
EI
577
Ellevest Inc
New York
$274K +$956 +15 +0.4%
SW
578
SkyOak Wealth
Michigan
$269K +$269K +4,213 New
GD
579
Grandfield & Dodd
New York
$268K – – –
M
580
MOTCO
Texas
$267K – – –
SWM
581
Seed Wealth Management
Illinois
$265K +$265K +4,150 New
CC
582
Capstone Capital
Nevada
$263K – – –
AWE
583
Avidian Wealth Enterprises
Texas
$263K +$263K +4,121 New
TCWM
584
Total Clarity Wealth Management
Illinois
$262K – – –
CCM
585
Carlson Capital Management
Minnesota
$261K -$21.4K -335 -8%
AL
586
Aspiriant LLC
California
$260K – – –
SW
587
Simplicity Wealth
New Jersey
$259K -$1.67M -26,220 -87%
CNBOF
588
City National Bank of Florida
Florida
$259K +$259K +4,056 New
EFG
589
Elios Financial Group
Ohio
$255K – – –
GI
590
Gradient Investments
Minnesota
$251K – – –
AAS
591
Ameritas Advisory Services
Nebraska
$250K -$36K -565 -13%
EWP
592
Elevation Wealth Partners
California
$246K +$892 +14 +0.4%
T
593
Transce3nd
Texas
$245K +$245K +3,768 New
ECG
594
Edge Capital Group
Georgia
$244K – – –
AMG
595
Advisors Management Group
Wisconsin
$244K -$36K -564 -13%
HH
596
HWG Holdings
Texas
$243K – – –
CS
597
Capital Square
Tennessee
$242K +$6.24K +94 +3%
MA
598
MJP Associates
Connecticut
$241K +$829 +13 +0.3%
AO
599
Advisor OS
Illinois
$241K +$829 +13 +0.3%
SB
600
Strategic Blueprint
Georgia
$239K +$15.2K +238 +7%
22 23
24
25 26