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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
Prudential Financial
New Jersey
$545M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$514M
3
RFP
Root Financial Partners
California
$113M
4
PWM
PBMares Wealth Management
Virginia
$42.7M
5
GWWM
Great Waters Wealth Management
Minnesota
$139M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$2.66M
2
SP
Symmetry Partners
Connecticut
$7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$216M
4
PCMC
Private Capital Management (Colorado)
Colorado
$76.5M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$66.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
176
Integrated Wealth Concepts
Massachusetts
$3.78M +$403K +6,487 +12%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$3.76M +$135K +2,171 +4%
HIA
178
HTG Investment Advisors
Connecticut
$3.74M – – –
LFA
179
Lauterbach Financial Advisors
Texas
$3.7M +$613K +9,855 +20%
CAMG
180
CWA Asset Management Group
Florida
$3.68M +$3.68M +59,092 New
Brown Advisory
181
Brown Advisory
Maryland
$3.67M – – –
WA
182
Waverly Advisors
Alabama
$3.61M +$1.62K +26 +0%
IWN
183
Independent Wealth Network
Iowa
$3.61M +$248K +3,982 +7%
WFA
184
Websterrogers Financial Advisors
South Carolina
$3.61M -$25.3K -407 -0.7%
CCA
185
Clarity Capital Advisors
Florida
$3.48M +$8.52K +137 +0.2%
LP
186
LGL Partners
Pennsylvania
$3.47M – – –
BP
187
Ballentine Partners
Massachusetts
$3.4M – – –
AWM
188
Apollon Wealth Management
South Carolina
$3.39M -$181K -2,905 -5%
AWA
189
Acorn Wealth Advisors
Michigan
$3.32M -$53.5K -860 -2%
MA
190
Montag & Associates
Georgia
$3.16M +$6.03K +97 +0.2%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$3.16M -$11.9K -193 -0.4%
SSC
192
Syverson Strege & Co
Iowa
$3.12M +$3.92K +63 +0.1%
SWM
193
Sterling Wealth Management
Illinois
$3.11M +$5.97K +96 +0.2%
LWM
194
Lodestone Wealth Management
Washington
$3.02M +$799K +12,847 +36%
FC
195
Financial Council
Maryland
$3.01M – – –
RDWM
196
Red Door Wealth Management
Tennessee
$2.96M – – –
Baird Financial Group
197
Baird Financial Group
Wisconsin
$2.93M -$310K -4,981 -10%
MFT
198
Moisand Fitzgerald Tamayo
Florida
$2.93M -$82K -1,319 -3%
BCI
199
Brinker Capital Investments
Pennsylvania
$2.83M -$14K -225 -0.5%
OPS
200
Orion Portfolio Solutions
Nebraska
$2.83M -$14K -225 -0.5%
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