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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 %
THL
101
Tillman Hartley LLC
Colorado
$10.8M -$221K -3,558 -2%
LFGO
102
Legacy Financial Group (Oklahoma)
Oklahoma
$10.7M +$1.48M +23,979 +16%
SPI
103
Sutton Place Investors
New York
$10.6M +$227K +3,655 +2%
OFP
104
OLIO Financial Planning
Virginia
$10.5M +$51.6K +993 +0.5%
EFP
105
Envision Financial Planning
Tennessee
$10.3M -$31.7K -510 -0.3%
CPA
106
Capital Performance Advisors
California
$10.1M +$415K +6,675 +4%
ACA
107
American Capital Advisory
Idaho
$10.1M +$5.17M +83,185 +106%
PCA
108
Prosperity Capital Advisors
Ohio
$9.9M -$172K -2,764 -2%
CAM
109
Cresset Asset Management
Illinois
$9.88M -$62.4K -1,004 -0.6%
Morgan Stanley
110
Morgan Stanley
New York
$9.87M +$16.6K +267 +0.2%
CWP
111
Concord Wealth Partners
Virginia
$9.84M +$286K +4,601 +3%
PWS
112
Physician Wealth Solutions
Nevada
$9.77M +$315 +5 +0%
CPCP
113
Cedar Point Capital Partners
Iowa
$9.7M -$578K -9,293 -6%
RCAG
114
Rehmann Capital Advisory Group
Michigan
$9.4M -$115K -1,845 -1%
HIGP
115
Hill Investment Group Partners
Missouri
$9.35M +$4.84K +82 +0.1%
RLWM
116
RF&L Wealth Management
Massachusetts
$9.11M -$18.7K -300 -0.2%
PA
117
PFG Advisors
Arizona
$9.11M +$468K +7,530 +5%
Osaic Holdings
118
Osaic Holdings
Arizona
$9.08M -$1.43M -22,939 -14%
NA
119
NewEdge Advisors
Louisiana
$8.8M +$7.84M +125,991 +814%
FEG
120
Fund Evaluation Group
Ohio
$8.48M +$221K +3,561 +3%
RSWM
121
Robertson Stephens Wealth Management
California
$8.14M -$41.4K -666 -0.5%
Stifel Financial
122
Stifel Financial
Missouri
$8.13M +$145K +2,325 +2%
Betterment LLC
123
Betterment LLC
New York
$8.11M +$853K +13,717 +12%
RJA
124
Raymond James & Associates
Florida
$8.1M +$739K +11,884 +10%
MSFS
125
Main Street Financial Solutions
Pennsylvania
$8.06M +$1.28M +20,537 +19%
3 4
5
6 7