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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 %
SFS
76
Security Financial Services
Indiana
$18.4M -$11K -187 -0.1%
PAG
77
Private Advisor Group
New Jersey
$17M -$541K -9,192 -3%
SHFA
78
SC&H Financial Advisors
Maryland
$16.5M +$1.54M +26,103 +10%
AP
79
Adero Partners
California
$16.5M -$38.8K -659 -0.2%
RWM
80
Ruedi Wealth Management
Illinois
$16M +$587K +9,972 +4%
CWM
81
CarsonAllaria Wealth Management
Illinois
$15.5M +$433K +7,359 +3%
LFG
82
Larson Financial Group
Missouri
$15.5M -$526K -8,945 -3%
KAM
83
KEB Asset Management
Illinois
$15M +$69.1K +1,174 +0.5%
SWM
84
Spire Wealth Management
Virginia
$14.5M -$192K -3,255 -1%
SXL
85
Summit X LLC
Missouri
$14.5M -$83.9K -1,423 -0.6%
PWM
86
PBMares Wealth Management
Virginia
$14.3M +$442K +7,515 +3%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$14.2M +$681K +11,565 +5%
IAG
88
Investmark Advisory Group
Connecticut
$13.9M +$709K +12,043 +5%
MFG
89
Mendota Financial Group
Wisconsin
$13.4M +$2.65M +45,079 +25%
MWM
90
Meritas Wealth Management
California
$13.4M -$270K -4,586 -2%
CA
91
Claris Advisors
Missouri
$13.3M +$2.06K +35 +0%
SWP
92
Stratos Wealth Partners
Ohio
$13M +$114K +1,929 +0.9%
PWMG
93
Private Wealth Management Group
New Jersey
$11.8M +$731K +12,417 +7%
UBS Group
94
UBS Group
Switzerland
$11.8M +$2.81M +47,782 +31%
GAM
95
GEM Asset Management
Michigan
$11.7M +$136K +2,313 +1%
AC
96
AWM Capital
Arizona
$11.6M -$164K -2,789 -1%
AFA
97
Alpha Financial Advisors
North Carolina
$10.7M -$197K -3,344 -2%
OFP
98
OLIO Financial Planning
Virginia
$10.4M -$51.6K -993 -0.5%
THL
99
Tillman Hartley LLC
Colorado
$10.4M +$41.8K +711 +0.4%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$10.4M +$8.77K +149 +0.1%
2 3
4
5 6