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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 %
OFP
51
OLIO Financial Planning
Virginia
$42.4M +$29.5M +463,492 +230%
AC
52
Apella Capital
Connecticut
$42M +$96.3K +1,511 +0.2%
DAS
53
Dynamic Advisor Solutions
Arizona
$41.6M +$163K +2,559 +0.4%
ADL
54
Asset Dedication LLC
California
$41.3M +$4.09M +64,184 +11%
EMC
55
Everest Management Corp
California
$41.2M +$41.2M +646,347 New
AIS
56
American Investment Services
Massachusetts
$40.8M +$50.7K +795 +0.1%
KCM
57
KM Capital Management
Texas
$39M +$28.1K +440 +0.1%
KAS
58
Kestra Advisory Services
Texas
$38.4M -$3.63M -56,910 -9%
WMN
59
Wealth Management Nebraska
Nebraska
$38.3M +$38.3M +600,697 New
WA
60
Wealthstream Advisors
New York
$37.4M -$439K -6,880 -1%
Cerity Partners
61
Cerity Partners
New York
$36.6M -$2.18M -34,122 -6%
VWM
62
Vermillion Wealth Management
Minnesota
$35.9M +$35.9M +562,446 New
EP
63
Essential Planning
New Hampshire
$34.3M +$33.8M +527,474 +6,397%
HSG
64
Helen Stephens Group
Texas
$33.9M +$32.9M +516,534 +3,374%
EH
65
Equitable Holdings
New York
$33.2M +$977K +15,323 +3%
HIG
66
Heritage Investment Group
Florida
$32.4M -$50.6K -793 -0.2%
HighTower Advisors
67
HighTower Advisors
Illinois
$32.3M -$101K -1,578 -0.3%
CWG
68
Crown Wealth Group
North Carolina
$31.6M +$6.79M +106,463 +27%
PHWM
69
Pine Harbor Wealth Management
Maryland
$31.5M +$4.12M +64,668 +15%
ATI
70
ARK & TLK Investments
Oklahoma
$31.3M -$445K -6,975 -1%
HWMG
71
Hurlow Wealth Management Group
Indiana
$30.6M +$680K +10,664 +2%
RS
72
Retirement Solution
Washington
$30.2M -$1.34M -20,998 -4%
DEM
73
Disciplined Equity Management
Florida
$29.8M -$1.27M -19,875 -4%
DFS
74
Dixon Fnancial Services
California
$28.9M -$1.2M -18,863 -4%
GCM
75
Graver Capital Management
Ohio
$28.4M +$28.4M +445,379 New
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3
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