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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 %
CCA
176
Clarity Capital Advisors
Florida
$3.29M +$8.83K +150 +0.3%
LP
177
LGL Partners
Pennsylvania
$3.28M – – –
FNBTCON
178
First National Bank & Trust Co of Newtown
Pennsylvania
$3.23M +$1.41M +23,977 +78%
BP
179
Ballentine Partners
Massachusetts
$3.22M – – –
PWPS
180
Pinnacle Wealth Planning Services
Ohio
$3.22M – – –
OIA
181
OneDigital Investment Advisors
Kansas
$3.2M +$27.2K +463 +0.9%
IWC
182
Integrated Wealth Concepts
Massachusetts
$3.2M +$53.3K +905 +2%
AWA
183
Acorn Wealth Advisors
Michigan
$3.19M +$585K +9,938 +22%
IWN
184
Independent Wealth Network
Iowa
$3.18M +$386K +6,558 +14%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$3.07M +$480K +8,158 +19%
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$3.04M +$106K +1,794 +4%
RCM
187
Rain Capital Management
Oregon
$3.02M – – –
MA
188
Montag & Associates
Georgia
$2.98M +$6.18K +105 +0.2%
WCA
189
Waypoint Capital Advisors
Minnesota
$2.96M – – –
SSC
190
Syverson Strege & Co
Iowa
$2.95M +$2K +34 +0.1%
SWM
191
Sterling Wealth Management
Illinois
$2.94M -$25.7K -436 -0.9%
LFA
192
Lauterbach Financial Advisors
Texas
$2.86M +$265K +4,595 +10%
FC
193
Financial Council
Maryland
$2.85M – – –
MFT
194
Moisand Fitzgerald Tamayo
Florida
$2.85M -$61K -1,037 -2%
CFO
195
CVA Family Office
Colorado
$2.83M +$44.7K +759 +2%
RDWM
196
Red Door Wealth Management
Tennessee
$2.8M – – –
ALWM
197
Andrews Lucia Wealth Management
California
$2.69M – – –
OPS
198
Orion Portfolio Solutions
Nebraska
$2.69M -$21.6K -367 -0.8%
BCI
199
Brinker Capital Investments
Pennsylvania
$2.69M -$21.6K -367 -0.8%
TWD
200
True Wealth Design
Ohio
$2.64M -$248K -4,210 -9%
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8
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