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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 %
FCG
626
Financial Connections Group
California
$179K -$1.53K -24 -0.8%
AAP
627
Arax Advisory Partners
Colorado
$175K +$127K +1,999 +266%
ME
628
McIlrath & Eck
Washington
$160K -$5.55K -87 -3%
AIM
629
Acropolis Investment Management
Missouri
$156K – – –
PP
630
PrairieView Partners
Minnesota
$145K – – –
CSC
631
Caldwell Sutter Capital
California
$144K – – –
IWP
632
IAG Wealth Partners
Wisconsin
$142K – – –
FCT
633
First Community Trust
Iowa
$141K – – –
FFA
634
Frazier Financial Advisors
Ohio
$138K – – –
HNB
635
Hilltop National Bank
Wyoming
$137K – – –
WT
636
Whittier Trust
California
$136K – – –
SWM
637
Sanctuary Wealth Management
Idaho
$130K +$13.8K +216 +12%
W
638
WealthCollab
Washington
$119K – – –
AA
639
Atmos Advisory
Pennsylvania
$116K +$446 +7 +0.4%
PCM
640
Perritt Capital Management
Illinois
$113K +$383 +6 +0.3%
OC
641
Oakworth Capital
Alabama
$109K – – –
Qube Research & Technologies (QRT)
642
Qube Research & Technologies (QRT)
United Kingdom
$104K +$104K +1,625 New
BFPW
643
BOK Financial Private Wealth
Colorado
$103K – – –
GTAM
644
Global Trust Asset Management
Florida
$103K -$12.8K -200 -11%
MSWA
645
Marshall & Sterling Wealth Advisors
New York
$99K +$99K +1,553 New
SAM
646
S.A. Mason
Michigan
$95.1K – – –
1L
647
10Elms LLP
Oklahoma
$88K +$88K +1,380 New
CFGS
648
Concourse Financial Group Securities
Alabama
$85.8K -$211K -3,184 -71%
TFM
649
TFC Financial Management
Massachusetts
$82.8K +$255 +4 +0.3%
SFC
650
SYM Financial Corp
Indiana
$79.5K – – –
24 25
26
27 28