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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 %
PWM
601
Proathlete Wealth Management
Florida
$238K +$829 +13 +0.3%
RCM
602
RB Capital Management
Nevada
$237K +$23K +360 +11%
BWM
603
BlackDiamond Wealth Management
New York
$234K – – –
BF
604
Brooklyn FI
New York
$234K – – –
SF
605
SageOak Financial
Oklahoma
$233K +$233K +3,655 New
SIM
606
Stratos Investment Management
Ohio
$228K – – –
YIA
607
YHB Investment Advisors
Connecticut
$227K – – –
M
608
MATAURO
New York
$227K +$227K +3,564 New
AI
609
Accredited Investors
Minnesota
$225K -$2.1K -33 -0.9%
RCM
610
Raleigh Capital Management
North Carolina
$224K – – –
WCM
611
Wealthcare Capital Management
Virginia
$224K +$224K +3,512 New
AWM
612
Accel Wealth Management
Iowa
$224K – – –
FMWA
613
Forvis Mazars Wealth Advisors
Missouri
$224K – – –
MSWM
614
McGlone Suttner Wealth Management
Wisconsin
$223K – – –
RFC
615
Regions Financial Corp
Alabama
$222K – – –
IIC
616
Ironwood Investment Counsel
Arizona
$217K +$217K +3,401 New
SVCP
617
Silicon Valley Capital Partners
California
$216K +$765 +12 +0.4%
RP
618
Rowlandmiller & Partners
Georgia
$215K – – –
AFA
619
American Financial Advisors
Georgia
$213K -$1.72K -27 -0.8%
PMIM
620
Prudent Man Investment Management
Colorado
$213K +$213K +3,336 New
Envestnet Portfolio Solutions
621
Envestnet Portfolio Solutions
Illinois
$211K -$15.9K -250 -7%
PCI
622
Planning Center Inc
Illinois
$209K +$765 +12 +0.4%
SWMG
623
Signature Wealth Management Group
Georgia
$202K +$202K +3,173 New
BTI
624
Blue Trust Inc
Georgia
$195K +$49.7K +780 +34%
CSB
625
City State Bank
Iowa
$184K -$3.19K -50 -2%
23 24
25
26 27