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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 %
EFP
126
Envision Financial Planning
Tennessee
$10.5M -$35.6K -559 -0.3%
HFS
127
Hughes Financial Services
Virginia
$10.5M +$10.5M +164,222 New
Osaic Holdings
128
Osaic Holdings
Arizona
$10.2M +$911K +14,291 +10%
NWM
129
Northwest Wealth Management
Iowa
$10.1M +$1.89M +29,702 +23%
PCA
130
Prosperity Capital Advisors
Ohio
$10.1M -$79.7K -1,250 -0.8%
CWP
131
Concord Wealth Partners
Virginia
$10.1M -$22.2K -348 -0.2%
PWS
132
Physician Wealth Solutions
Nevada
$9.9M – – –
CPCP
133
Cedar Point Capital Partners
Iowa
$9.9M -$40.4K -634 -0.4%
NA
134
NewEdge Advisors
Louisiana
$9.88M +$858K +13,461 +10%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$9.82M +$177K +2,784 +2%
PA
136
PFG Advisors
Arizona
$9.77M +$435K +6,820 +5%
CFG
137
Cornerstone Financial Group
Nebraska
$9.57M +$9.57M +150,187 New
BWP
138
Bernardo Wealth Planning
Pennsylvania
$9.44M +$8.64M +136,690 +1,086%
RLWM
139
RF&L Wealth Management
Massachusetts
$9.33M -$5.42K -85 -0.1%
Two Sigma Investments
140
Two Sigma Investments
New York
$9.18M +$9.18M +144,000 New
MSFS
141
Main Street Financial Solutions
Pennsylvania
$8.81M +$548K +8,589 +7%
HIGP
142
Hill Investment Group Partners
Missouri
$8.74M -$1.36M -21,372 -13%
FEG
143
Fund Evaluation Group
Ohio
$8.69M +$3.83K +60 +0%
SFS
144
Sowell Financial Services
Arkansas
$8.68M -$11.5M -181,174 -57%
YWM
145
Yardley Wealth Management
Pennsylvania
$8.62M +$1.24M +19,467 +17%
Stifel Financial
146
Stifel Financial
Missouri
$8.56M +$225K +3,536 +3%
IAG
147
Investment Advisory Group
Massachusetts
$8.52M +$1.16M +18,242 +16%
CWMA
148
Capstone Wealth Management (Alabama)
Alabama
$8.32M +$8.32M +130,546 New
SA
149
Seneschal Advisors
Washington
$8.26M +$8.26M +129,629 New
HWM
150
HB Wealth Management
Georgia
$8.18M +$107K +1,684 +1%
4 5
6
7 8