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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 %
KAS
126
KPP Advisory Services
Kentucky
$6.85M +$340K +5,785 +5%
FIM
127
Freedom Investment Management
Connecticut
$6.68M -$94.9K -1,613 -1%
BAM
128
Bayshore Asset Management
Florida
$6.63M -$35.5K -603 -0.5%
CPC
129
Consolidated Planning Corp
Georgia
$6.59M -$438K -7,442 -6%
AFG
130
Altiora Financial Group
Ohio
$6.57M – – –
KAM
131
Kraft Asset Management
Tennessee
$6.49M -$289K -4,916 -4%
Financial Engines Advisors
132
Financial Engines Advisors
California
$6.46M -$318K -5,410 -5%
MSFS
133
Main Street Financial Solutions
Pennsylvania
$6.41M +$632K +10,739 +11%
QFA
134
Quantum Financial Advisors
California
$6.41M – – –
CIAS
135
CFS Investment Advisory Services
New Jersey
$6.23M +$31.2K +531 +0.5%
SSB
136
Sandy Spring Bank
Maryland
$6.1M +$747K +12,699 +14%
HWM
137
Hemington Wealth Management
Virginia
$6.09M -$810K -13,765 -12%
CAC
138
Certified Advisory Corp
Florida
$6.06M +$27.9K +474 +0.5%
MWM
139
Mission Wealth Management
California
$5.94M -$997K -16,945 -14%
CAM
140
CPA Asset Management
Florida
$5.93M +$1.83M +31,064 +45%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$5.74M -$1.39M -23,610 -19%
SFG
142
SNS Financial Group
Minnesota
$5.69M -$660K -11,220 -10%
IAG
143
Investment Advisory Group
Massachusetts
$5.55M +$1.32M +22,386 +31%
DWM
144
Dopkins Wealth Management
New York
$5.49M +$67.6K +1,148 +1%
Pathstone Holdings
145
Pathstone Holdings
New Jersey
$5.48M -$13.8K -235 -0.3%
EFP
146
EnRich Financial Partners
Wisconsin
$5.47M -$9.24K -157 -0.2%
CA
147
Clearstead Advisors
Ohio
$5.47M +$5.47M +92,934 New
EWA
148
EverSource Wealth Advisors
Alabama
$5.34M -$108K -1,800 -2%
GAM
149
Gemmer Asset Management
California
$5.25M +$84.8K +1,441 +2%
UCFA
150
United Capital Financial Advisors
Texas
$5.12M -$244K -4,153 -5%
4 5
6
7 8