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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 %
NWM
126
Northwest Wealth Management
Iowa
$8M +$3.06M +49,135 +62%
HWM
127
HB Wealth Management
Georgia
$7.88M -$27.9K -448 -0.4%
QCM
128
Quantinno Capital Management
New York
$7.85M +$6.35M +102,039 +422%
AF
129
Allworth Financial
California
$7.77M -$151K -2,426 -2%
FWM
130
FMB Wealth Management
California
$7.62M +$29.9K +480 +0.4%
PMG
131
ProVise Management Group
Florida
$7.28M – – –
YWM
132
Yardley Wealth Management
Pennsylvania
$7.23M +$7.23M +116,240 New
IAG
133
Investment Advisory Group
Massachusetts
$7.18M +$1.31M +21,079 +22%
SP
134
Symmetry Partners
Connecticut
$7M -$12.7M -204,809 -65%
AFG
135
Altiora Financial Group
Ohio
$6.94M -$4.17K -67 -0.1%
BAM
136
Bayshore Asset Management
Florida
$6.9M -$106K -1,712 -2%
KAM
137
Kraft Asset Management
Tennessee
$6.8M -$59.1K -950 -0.9%
Financial Engines Advisors
138
Financial Engines Advisors
California
$6.68M -$145K -2,326 -2%
QFA
139
Quantum Financial Advisors
California
$6.53M -$249K -3,996 -4%
SSB
140
Sandy Spring Bank
Maryland
$6.52M +$75.3K +1,211 +1%
CIAS
141
CFS Investment Advisory Services
New Jersey
$6.5M -$91.9K -1,477 -1%
CAM
142
CPA Asset Management
Florida
$6.34M +$67.1K +1,078 +1%
CAC
143
Certified Advisory Corp
Florida
$6.3M -$104K -1,669 -2%
MWM
144
Mission Wealth Management
California
$6.26M -$17K -274 -0.3%
CPC
145
Consolidated Planning Corp
Georgia
$6.15M -$815K -13,103 -12%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$6.1M +$31.1K +500 +0.5%
KAS
147
KPP Advisory Services
Kentucky
$5.99M -$1.25M -20,063 -17%
SFG
148
SNS Financial Group
Minnesota
$5.89M -$123K -1,977 -2%
HWM
149
Hemington Wealth Management
Virginia
$5.85M -$536K -8,692 -8%
CFO
150
CVA Family Office
Colorado
$5.84M +$2.86M +45,949 +96%
4 5
6
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