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Dimensional US Equity ETF
DFUS

Overview Fund Activity

588 hedge funds and large institutions have $6.75B invested in Dimensional US Equity ETF in 2024 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 222 increasing their positions, 160 reducing their positions, and 15 closing their positions.

Holders
588
Holders Change
+25
Holders Change %
+4.44%
% of All Funds
8.55%
Holding in Top 10
82
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.13%
% of All Funds
1.19%
New
46
Increased
222
Reduced
160
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$218M
2
LPL Financial
2
LPL Financial
California
$121M
3
PCMC
3
Private Capital Management (Colorado)
Colorado
$78.6M
4
Cerity Partners
4
Cerity Partners
New York
$34.7M
5
SWA
5
Sax Wealth Advisors
New Jersey
$183M

Top Sellers

1
SC
1
Savant Capital
Illinois
$41.2M
2
WIM
2
Warwick Investment Management
Texas
$0
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$213M
4
TB
4
Treynor Bancshares
Iowa
$1.05M
5
FFM
5
Forum Financial Management
Illinois
$73.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Wealthstream Advisors
New York
$36.3M -$356K -6,048 -1%
Bank of America
52
Bank of America
North Carolina
$35.1M +$2.15M +36,559 +7%
Cerity Partners
53
Cerity Partners
New York
$34.7M +$28.4M +482,736 +455%
MAC
54
Mason & Associates (California)
California
$34.5M +$1.66M +28,193 +5%
HIG
55
Heritage Investment Group
Florida
$30.1M -$144K -2,454 -0.5%
HighTower Advisors
56
HighTower Advisors
Illinois
$29.9M +$752K +12,781 +3%
EH
57
Equitable Holdings
New York
$29.9M +$1.52M +25,795 +5%
ATI
58
ARK & TLK Investments
Oklahoma
$29.9M -$228K -3,866 -0.8%
DEM
59
Disciplined Equity Management
Florida
$29.2M +$471K +8,003 +2%
ADL
60
Asset Dedication LLC
California
$29M +$2.37M +40,300 +9%
RS
61
Retirement Solution
Washington
$28.9M -$615K -10,457 -2%
DFS
62
Dixon Fnancial Services
California
$28M -$205K -3,483 -0.7%
HWMG
63
Hurlow Wealth Management Group
Indiana
$26.9M -$355K -6,028 -1%
PHWM
64
Pine Harbor Wealth Management
Maryland
$25.1M +$2.31M +39,251 +10%
TAM
65
TCP Asset Management
Ohio
$24.5M +$730K +12,407 +3%
JTWM
66
Jackson Thornton Wealth Management
Alabama
$23.6M +$1.9M +32,274 +9%
QWM
67
Quadcap Wealth Management
Texas
$22.8M +$7.22M +122,656 +46%
SIS
68
Strategic Investment Solutions
Illinois
$22.2M +$22.2M +371,016 New
CWG
69
Crown Wealth Group
North Carolina
$22.2M +$5.07M +86,117 +30%
FWM
70
FMFE Wealth Management
New York
$22.1M +$130K +2,210 +0.6%
MML Investors Services
71
MML Investors Services
Massachusetts
$22M +$871K +14,804 +4%
CPA
72
Cardiff Park Advisors
California
$21.4M +$1.37M +23,253 +7%
BPA
73
Beacon Pointe Advisors
California
$19.9M -$385K -6,539 -2%
SP
74
Symmetry Partners
Connecticut
$18.7M +$336K +5,712 +2%
SFS
75
Sowell Financial Services
Arkansas
$18.6M -$328K -5,573 -2%
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