DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

606 hedge funds and large institutions have $7.84B invested in Dimensional US Equity ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 226 increasing their positions, 170 reducing their positions, and 12 closing their positions.

Holders
606
Holders Change
+18
Holders Change %
+3.06%
% of All Funds
8.77%
Holding in Top 10
86
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.88%
% of All Funds
1.24%
New
35
Increased
226
Reduced
170
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$545M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$514M
3
RFP
3
Root Financial Partners
California
$113M
4
PWM
4
PBMares Wealth Management
Virginia
$42.7M
5
GWWM
5
Great Waters Wealth Management
Minnesota
$139M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$2.66M
2
SP
2
Symmetry Partners
Connecticut
$7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$216M
4
PCMC
4
Private Capital Management (Colorado)
Colorado
$76.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
76
Sowell Financial Services
Arkansas
$19.7M +$110K +1,768 +0.6%
SHFA
77
SC&H Financial Advisors
Maryland
$19.6M +$2.1M +33,738 +12%
SFS
78
Security Financial Services
Indiana
$19.1M -$311K -4,993 -2%
PAG
79
Private Advisor Group
New Jersey
$19.1M +$1.15M +18,557 +6%
AP
80
Adero Partners
California
$17.4M – – –
RWM
81
Ruedi Wealth Management
Illinois
$17M +$168K +2,694 +1%
KAM
82
KEB Asset Management
Illinois
$16.5M +$620K +9,960 +4%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$16.4M +$1.4M +22,429 +9%
CWM
84
CarsonAllaria Wealth Management
Illinois
$16.2M -$219K -3,523 -1%
MFG
85
Mendota Financial Group
Wisconsin
$16.2M +$1.95M +31,375 +14%
LFG
86
Larson Financial Group
Missouri
$15.4M -$945K -15,200 -6%
MWM
87
Meritas Wealth Management
California
$15.2M +$1M +16,138 +7%
SWM
88
Spire Wealth Management
Virginia
$15M -$416K -6,686 -3%
IAG
89
Investmark Advisory Group
Connecticut
$14.9M +$175K +2,806 +1%
SWP
90
Stratos Wealth Partners
Ohio
$14.2M +$495K +7,964 +4%
CA
91
Claris Advisors
Missouri
$14.1M +$1.62K +26 +0%
FFA
92
Farther Finance Advisors
California
$13.9M +$12.1M +194,224 +670%
SXL
93
Summit X LLC
Missouri
$13.8M -$685K -11,636 -5%
UBS Group
94
UBS Group
Switzerland
$13.6M +$1.22M +19,667 +10%
PWMG
95
Private Wealth Management Group
New Jersey
$12.4M -$51K -820 -0.4%
GAM
96
GEM Asset Management
Michigan
$12.3M +$33.4K +542 +0.3%
AC
97
AWM Capital
Arizona
$12.3M -$23.9K -385 -0.2%
WANY
98
Wealthspire Advisors (New York)
New York
$11.6M +$10.6M +171,182 +1,136%
AFA
99
Alpha Financial Advisors
North Carolina
$11.3M -$2.8K -45 -0%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$11.2M +$194K +3,118 +2%
2 3
4
5 6