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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.

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 %
AAA
76
AG Asset Advisory
California
$28.3M +$28.3M +443,403 New
TAM
77
TCP Asset Management
Ohio
$27.5M +$574K +9,011 +2%
JTWM
78
Jackson Thornton Wealth Management
Alabama
$27.1M +$883K +13,848 +3%
MML Investors Services
79
MML Investors Services
Massachusetts
$26.2M +$1.29M +20,244 +5%
PWP
80
Parkwoods Wealth Partners
New York
$24.2M +$93.8K +1,471 +0.4%
CPA
81
Cardiff Park Advisors
California
$23.9M +$525K +8,241 +2%
SHFA
82
SC&H Financial Advisors
Maryland
$23.3M +$3.22M +50,554 +16%
TFO
83
Timonier Family Office
North Carolina
$22.8M +$22.8M +357,756 New
Morgan Stanley
84
Morgan Stanley
New York
$21.7M +$11.6M +181,879 +115%
BPA
85
Beacon Pointe Advisors
California
$20.4M -$1.31M -20,589 -6%
SWA
86
Sterling Wealth Advisors
Florida
$19.5M +$19.5M +306,475 New
FIM
87
Freedom Investment Management
Connecticut
$19.4M -$985K -15,447 -5%
WIM
88
Warwick Investment Management
Texas
$18.8M +$18.8M +295,166 New
PAG
89
Private Advisor Group
New Jersey
$18.6M -$938K -14,710 -5%
SFS
90
Security Financial Services
Indiana
$18.6M -$972K -15,250 -5%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$18.4M +$1.62M +25,369 +10%
RWM
92
Ruedi Wealth Management
Illinois
$18.2M +$764K +11,983 +4%
AP
93
Adero Partners
California
$17.9M – – –
KAM
94
KEB Asset Management
Illinois
$17.9M +$953K +14,954 +6%
SXL
95
Summit X LLC
Missouri
$17.2M +$2.2M +34,512 +15%
SIS
96
Strategic Investment Solutions
Illinois
$17M -$3.52M -64,723 -17%
FIS
97
Fischer Investment Strategies
California
$17M +$17M +266,839 New
CWM
98
CarsonAllaria Wealth Management
Illinois
$16.9M +$299K +4,693 +2%
BWA
99
Babb Wealth Advisors
Arizona
$16.1M +$16.1M +252,727 New
MWM
100
Meritas Wealth Management
California
$16.1M +$527K +8,267 +3%
2 3
4
5 6