DFUS icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
Pathstone Holdings
151
Pathstone Holdings
New Jersey
$5.81M +$9.27K +149 +0.2%
EFP
152
EnRich Financial Partners
Wisconsin
$5.78M -$5.91K -95 -0.1%
CA
153
Clearstead Advisors
Ohio
$5.7M -$76.5K -1,230 -1%
GAM
154
Gemmer Asset Management
California
$5.56M +$12.5K +201 +0.2%
TFA
155
Trinity Financial Advisors
Ohio
$5.55M +$4.21M +80,068 +313%
EWA
156
EverSource Wealth Advisors
Alabama
$5.52M -$30.7K -494 -0.6%
UCFA
157
United Capital Financial Advisors
Texas
$5.41M +$5.47K +88 +0.1%
OIA
158
OneDigital Investment Advisors
Kansas
$5.35M +$1.97M +31,703 +58%
IA
159
IFG Advisory
Georgia
$4.9M -$13.1K -210 -0.3%
AWM
160
Ariadne Wealth Management
California
$4.85M -$15.3K -236 -0.3%
CPWM
161
Cypress Point Wealth Management
Texas
$4.78M +$1.15M +18,425 +32%
DWM
162
Dopkins Wealth Management
New York
$4.76M -$1.04M -16,780 -18%
TIM
163
Tortoise Investment Management
New York
$4.74M +$559K +8,985 +13%
SHGA
164
Sand Hill Global Advisors
California
$4.69M – – –
LI
165
LVZ Inc
Michigan
$4.6M +$226K +3,633 +5%
EWA
166
Exencial Wealth Advisors
Oklahoma
$4.44M +$207K +3,325 +5%
HA
167
Herold Advisors
New York
$4.24M +$381K +6,122 +10%
ASN
168
Advisory Services Network
Georgia
$4.13M – – –
BA
169
Bridgewater Advisors
New York
$4.12M -$19.2K -305 -0.5%
AAS
170
Avantax Advisory Services
Texas
$4.1M +$116K +1,863 +3%
VPWA
171
Vestia Personal Wealth Advisors
Indiana
$4.09M +$95.4K +1,534 +2%
EWM
172
Empirical Wealth Management
Washington
$4.06M -$3.73K -60 -0.1%
HR
173
Hardy Reed
Mississippi
$3.98M – – –
WCA
174
Waypoint Capital Advisors
Minnesota
$3.94M +$818K +13,153 +26%
FNBTCON
175
First National Bank & Trust Co of Newtown
Pennsylvania
$3.91M +$504K +8,105 +15%
5 6
7
8 9