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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 %
DSC
651
Duncker Streett & Co
Missouri
$74.6K – – –
Russell Investments Group
652
Russell Investments Group
United Kingdom
$71.3K – – –
OW
653
Olistico Wealth
Oklahoma
$70.4K +$255 +4 +0.4%
FAI
654
Fiduciary Advisors Inc
Missouri
$67.9K +$67.9K +1,065 New
RWM
655
Rialto Wealth Management
New York
$66K +$66K +1,035 New
CBT
656
Crews Bank & Trust
Florida
$65.9K +$65.9K +1,034 New
AWM
657
Accredited Wealth Management
Kentucky
$64K +$64K +1,004 New
BA
658
Bristlecone Advisors
Washington
$59.2K -$43.2K -677 -42%
PMFA
659
Plante Moran Financial Advisors
Michigan
$56.7K – – –
GG
660
Gleason Group
Kentucky
$52.3K +$128 +2 +0.2%
AA
661
Ancora Advisors
Ohio
$50K – – –
PS
662
Principal Securities
Iowa
$47.8K +$37K +580 +341%
CIAS
663
Capital Investment Advisory Services
North Carolina
$47K -$4.46K -70 -9%
SN
664
Sittner & Nelson
Oregon
$46.5K – – –
DJSG
665
D.J. St. Germain
Massachusetts
$44.6K +$44.6K +700 New
PA
666
Pineridge Advisors
Missouri
$36K +$128 +2 +0.4%
SS
667
Sunbelt Securities
Texas
$34.3K – – –
BC
668
Barrett & Company
Rhode Island
$34.2K -$128 -2 -0.4%
Comerica Bank
669
Comerica Bank
Texas
$32.6K – – –
TSMHT
670
Thurston Springer Miller Herd & Titak
Indiana
$29.7K – – –
CA
671
Continuum Advisory
Idaho
$28.5K – – –
CT
672
Colonial Trust
South Carolina
$27.4K +$1.91K +30 +8%
WT
673
Washington Trust
Rhode Island
$23K – – –
VWWMG
674
Vermillion & White Wealth Management Group
Pennsylvania
$22.9K – – –
FC
675
Fairscale Capital
New Hampshire
$20.4K – – –
25 26
27
28 29