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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
1
Prudential Financial
New Jersey
$545M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$514M
3
RFP
3
Root Financial Partners
California
$113M
4
PWM
4
PBMares Wealth Management
Virginia
$42.7M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$139M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$2.66M
2
SP
2
Symmetry Partners
Connecticut
$7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$216M
4
PCMC
4
Private Capital Management (Colorado)
Colorado
$76.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
601
BFSG LLC
California
$4.04K – – –
GM
602
GeoWealth Management
Illinois
$3.3K +$3.3K +53 New
QC
603
Quent Capital
New York
$2.12K +$124 +2 +6%
DFA
604
DHJJ Financial Advisors
Illinois
$1.62K – – –
DCM
605
Davis Capital Management
Florida
$1.25K +$1.25K +20 New
CMP
606
Coston McIsaac & Partners
Maine
$1.05K +$561 +9,026 +115%
HNB
607
Huntington National Bank
Ohio
$62 -$59 – –
IAA
608
Independent Advisor Alliance
North Carolina
– -$4.78M -81,238 Closed
SFC
609
Strategic Financial Concepts
Texas
– -$1.89M -32,059 Closed
MFGP
610
Marshall Financial Group (Pennsylvania)
Pennsylvania
– -$426K -7,239 Closed
TPWA
611
TRUE Private Wealth Advisors
Oregon
– -$304K -5,166 Closed
BJL
612
Brighton Jones LLC
Washington
– -$206K -3,498 Closed
Qube Research & Technologies (QRT)
613
Qube Research & Technologies (QRT)
United Kingdom
– -$153K -2,606 Closed
ATPW
614
Ashton Thomas Private Wealth
Arizona
– -$142K -2,413 Closed
EC
615
EdgeRock Capital
Colorado
– -$127K -2,154 Closed
BCP
616
Blue Chip Partners
Michigan
– -$102K -1,732 Closed
FLPIM
617
F.L. Putnam Investment Management
Massachusetts
– -$23.5K -400 Closed
BlackRock
618
BlackRock
New York
– -$10.6K -180 Closed
JFA
619
JNBA Financial Advisors
Minnesota
– -$7.65K -130 Closed
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