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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 %
TC
676
Truvestments Capital
Florida
$20.1K -$96.9K -1,518 -83%
Citigroup
677
Citigroup
New York
$19.3K +$19.3K +303 New
BIG
678
Brooklyn Investment Group
New York
$17.3K +$17.3K +272 New
CPG
679
Cornerstone Planning Group
New Jersey
$17K +$65 +1 +0.4%
BlackRock
680
BlackRock
New York
$15.2K +$15.2K +238 New
WAS
681
Winch Advisory Services
Wisconsin
$14.1K +$14.1K +222 New
NWM
682
Navigoe Wealth Management
California
$14K +$14K +227 New
RPCA
683
Running Point Capital Advisors
California
$6.6K – – –
SAS
684
Spurstone Advisory Services
Connecticut
$4.46K +$4.46K +70 New
DCM
685
Davis Capital Management
Florida
$4.23K +$2.95K +46 +230%
BL
686
BFSG LLC
California
$4.14K – – –
GM
687
GeoWealth Management
Illinois
$3.38K – – –
QC
688
Quent Capital
New York
$2.3K +$128 +2 +6%
DFA
689
DHJJ Financial Advisors
Illinois
$1.66K – – –
HNB
690
Huntington National Bank
Ohio
$64 -$62 – –
PMG
691
ProVise Management Group
Florida
– -$7.28M -117,015 Closed
Jane Street
692
Jane Street
New York
– -$1.47M -23,577 Closed
BWP
693
Balboa Wealth Partners
Arizona
– -$1.34M -21,616 Closed
HWP
694
Hibernia Wealth Partners
Louisiana
– -$493K -7,925 Closed
HKIMG
695
Hutchens & Kramer Investment Management Group
Indiana
– -$394K -6,396 Closed
C
696
Certuity
Florida
– -$395K -6,349 Closed
FTUS
697
Flow Traders U.S.
New York
– -$388K -6,236 Closed
EWM
698
Evercore Wealth Management
New York
– -$380K -6,116 Closed
SAM
699
Strategy Asset Managers
California
– -$322K -5,180 Closed
VAMG
700
Voisard Asset Management Group
Michigan
– -$196K -4,702 Closed
25 26 27
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