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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 %
BHWM
201
Beaird Harris Wealth Management
Texas
$2.62M +$6.3K +107 +0.2%
AC
202
Avestar Capital
New York
$2.6M -$214K -3,630 -8%
CIA
203
Caerus Investment Advisors
Texas
$2.59M -$122K -2,078 -5%
KSWA
204
Kathleen S. Wright Associates
Pennsylvania
$2.54M +$1.09M +18,605 +76%
EWA
205
Elevate Wealth Advisory
Georgia
$2.52M -$22.7K -386 -0.9%
WRPWM
206
Werba Rubin Papier Wealth Management
California
$2.45M +$34.4K +585 +1%
Northern Trust
207
Northern Trust
Illinois
$2.4M +$244K +4,141 +11%
LI
208
LRI Investments
Florida
$2.39M +$11.7K +199 +0.5%
LG
209
LAM Group
Oregon
$2.3M – – –
NB
210
NBT Bank
New York
$2.26M -$1K -17 -0%
MCA
211
Maryland Capital Advisors
Maryland
$2.22M – – –
DFC
212
DBK Financial Counsel
Ohio
$2.17M -$71.8K -1,220 -3%
KPWS
213
Kestra Private Wealth Services
Texas
$2.15M +$199K +3,388 +10%
RPGK
214
Retirement Planning Group (Kansas)
Kansas
$2.14M -$3.71K -63 -0.2%
LWM
215
Lodestone Wealth Management
Washington
$2.1M +$67.9K +1,153 +3%
EPP
216
ETF Portfolio Partners
Kansas
$2.06M – – –
ANB
217
Amarillo National Bank
Texas
$2M – – –
YWM
218
Yoder Wealth Management
California
$1.97M +$27.4K +465 +1%
SIMC
219
Squire Investment Management Company
Utah
$1.95M -$66.6K -1,131 -3%
SW
220
Simplicity Wealth
New Jersey
$1.92M +$1.09M +18,584 +132%
CSWM
221
Cassady Schiller Wealth Management
Ohio
$1.89M -$68.7K -1,167 -4%
SFC
222
Strategic Financial Concepts
Texas
$1.89M -$12.1K -206 -0.6%
PFP
223
Pinnacle Financial Partners
Tennessee
$1.86M – – –
KCPG
224
Kavar Capital Partners Group
Kansas
$1.83M +$5K +85 +0.3%
ACA
225
Aptus Capital Advisors
Alabama
$1.81M -$13.8K -235 -0.8%
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9
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