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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.

New
Increased
Maintained
Reduced
Closed
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 %
IAA
151
Independent Advisor Alliance
North Carolina
$4.78M -$908K -15,435 -16%
NWM
152
Northwest Wealth Management
Iowa
$4.68M +$2.67M +45,311 +133%
IA
153
IFG Advisory
Georgia
$4.65M +$35.7K +607 +0.8%
SHGA
154
Sand Hill Global Advisors
California
$4.43M -$118 -2 -0%
AWM
155
Ariadne Wealth Management
California
$4.41M +$4.41M +74,939 New
LI
156
LVZ Inc
Michigan
$4.14M +$29.2K +496 +0.7%
ASN
157
Advisory Services Network
Georgia
$4.13M -$5.89K -100 -0.1%
ACA
158
American Capital Advisory
Idaho
$4.07M +$1.51M +29,040 +59%
EWA
159
Exencial Wealth Advisors
Oklahoma
$4.01M +$145K +2,460 +4%
TIM
160
Tortoise Investment Management
New York
$3.96M +$572K +9,720 +17%
BA
161
Bridgewater Advisors
New York
$3.85M +$7.32K +125 +0.2%
EWM
162
Empirical Wealth Management
Washington
$3.84M – – –
Focus Partners Wealth
163
Focus Partners Wealth
Massachusetts
$3.83M +$69.3K +1,178 +2%
VPWA
164
Vestia Personal Wealth Advisors
Indiana
$3.78M +$3.78M +64,152 New
AAS
165
Avantax Advisory Services
Texas
$3.77M +$1.5M +25,521 +66%
HR
166
Hardy Reed
Mississippi
$3.77M – – –
HA
167
Herold Advisors
New York
$3.65M +$1.15M +19,458 +46%
HIA
168
HTG Investment Advisors
Connecticut
$3.53M – – –
Brown Advisory
169
Brown Advisory
Maryland
$3.48M – – –
CPWM
170
Cypress Point Wealth Management
Texas
$3.44M +$1.8M +30,590 +110%
WFA
171
Websterrogers Financial Advisors
South Carolina
$3.44M +$2.3K +39 +0.1%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$3.43M +$446K +7,576 +15%
WA
173
Waverly Advisors
Alabama
$3.42M +$55.3K +940 +2%
AWM
174
Apollon Wealth Management
South Carolina
$3.38M -$321K -5,457 -9%
SP
175
Stonebrook Private
Michigan
$3.35M -$3.93M -66,816 -54%
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