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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.

New
Increased
Maintained
Reduced
Closed
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 %
RSWM
151
Robertson Stephens Wealth Management
California
$7.82M -$523K -8,200 -6%
FWM
152
FMB Wealth Management
California
$7.79M -$19.5K -306 -0.2%
AF
153
Allworth Financial
California
$7.75M -$517K -7,814 -6%
QCM
154
Quantinno Capital Management
New York
$7.52M -$523K -8,209 -7%
CPWM
155
Cypress Point Wealth Management
Texas
$7.5M +$2.6M +40,715 +53%
KWA
156
Kondo Wealth Advisors
California
$7.31M +$7.31M +114,645 New
SIA
157
SeaBridge Investment Advisors
New Jersey
$7.3M +$7.3M +114,487 New
BW
158
BostonPremier Wealth
Massachusetts
$7.23M +$7.23M +113,396 New
IWB
159
Innovative Wealth Building
Maryland
$7.2M +$7.2M +112,937 New
JWM
160
JDH Wealth Management
California
$7.12M +$7.12M +111,699 New
AFG
161
Altiora Financial Group
Ohio
$7.12M – – –
BAM
162
Bayshore Asset Management
Florida
$7.11M +$30K +470 +0.4%
CAM
163
CPA Asset Management
Florida
$7.09M +$598K +9,382 +9%
KAM
164
Kraft Asset Management
Tennessee
$6.98M -$91.8K -1,419 -1%
SP
165
Symmetry Partners
Connecticut
$6.8M -$373K -5,851 -5%
Financial Engines Advisors
166
Financial Engines Advisors
California
$6.79M -$62.9K -986 -0.9%
QFA
167
Quantum Financial Advisors
California
$6.69M – – –
VWA
168
VSM Wealth Advisory
Maryland
$6.65M +$6.65M +104,313 New
SSB
169
Sandy Spring Bank
Maryland
$6.64M -$46.7K -732 -0.7%
TWM
170
Topsail Wealth Management
North Carolina
$6.54M +$6.54M +102,627 New
CIAS
171
CFS Investment Advisory Services
New Jersey
$6.48M -$180K -2,831 -3%
ACA
172
Aptus Capital Advisors
Alabama
$6.46M +$4.36M +68,325 +207%
Betterment LLC
173
Betterment LLC
New York
$6.43M -$1.88M -29,510 -23%
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$6.38M +$135K +2,113 +2%
RW
175
Ridgeline Wealth
Arizona
$6.38M +$6.38M +100,052 New
5 6
7
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