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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 %
CAC
176
Certified Advisory Corp
Florida
$6.36M -$96.1K -1,508 -1%
KAS
177
KPP Advisory Services
Kentucky
$6.33M +$192K +3,013 +3%
AWM
178
Ariadne Wealth Management
California
$6.18M +$1.25M +18,993 +25%
AFO
179
Aurelius Family Office
New Hampshire
$6.16M +$6.16M +96,684 New
CPC
180
Consolidated Planning Corp
Georgia
$6.15M -$154K -2,417 -2%
BH
181
Burk Holdings
Oklahoma
$6.07M +$6.07M +95,169 New
Pathstone Holdings
182
Pathstone Holdings
New Jersey
$6.06M +$16K +247 +0.3%
EWA
183
EverSource Wealth Advisors
Alabama
$6M +$343K +5,377 +6%
HWM
184
Hemington Wealth Management
Virginia
$5.88M -$168K -2,639 -3%
EFP
185
EnRich Financial Partners
Wisconsin
$5.86M -$57.9K -909 -1%
CA
186
Clearstead Advisors
Ohio
$5.8M -$46.6K -731 -0.8%
GAM
187
Gemmer Asset Management
California
$5.7M +$7.97K +125 +0.1%
UCFA
188
United Capital Financial Advisors
Texas
$5.49M -$56K -878 -1%
VPF
189
Vantage Point Financial
Illinois
$5.39M +$5.39M +84,526 New
LI
190
LVZ Inc
Michigan
$5.32M +$608K +9,535 +13%
OIA
191
OneDigital Investment Advisors
Kansas
$5.31M -$181K -2,841 -3%
DWM
192
Dopkins Wealth Management
New York
$5.3M +$431K +6,753 +9%
OWA
193
Oak Wealth Advisors
Illinois
$5.26M +$5.26M +82,549 New
SFG
194
SNS Financial Group
Minnesota
$5.16M -$879K -13,790 -15%
MWM
195
Mission Wealth Management
California
$5.15M -$1.27M -19,935 -20%
CFO
196
CVA Family Office
Colorado
$5.06M -$930K -14,590 -16%
IA
197
IFG Advisory
Georgia
$5.01M -$17K -266 -0.3%
EWA
198
Exencial Wealth Advisors
Oklahoma
$4.84M +$282K +4,426 +6%
HA
199
Herold Advisors
New York
$4.78M +$435K +6,823 +10%
TIM
200
Tortoise Investment Management
New York
$4.53M -$325K -5,100 -7%
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