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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 %
PWPS
201
Pinnacle Wealth Planning Services
Ohio
$2.82M -$582K -9,352 -17%
BHWM
202
Beaird Harris Wealth Management
Texas
$2.81M +$40.1K +645 +1%
TWD
203
True Wealth Design
Ohio
$2.79M -$2.61K -42 -0.1%
RPGK
204
Retirement Planning Group (Kansas)
Kansas
$2.78M +$526K +8,459 +23%
ALWM
205
Andrews Lucia Wealth Management
California
$2.77M -$11.3K -192 -0.4%
KSWA
206
Kathleen S. Wright Associates
Pennsylvania
$2.74M +$56.5K +908 +2%
AC
207
Avestar Capital
New York
$2.74M -$3.3K -53 -0.1%
CIA
208
Caerus Investment Advisors
Texas
$2.74M – – –
EWA
209
Elevate Wealth Advisory
Georgia
$2.7M +$38K +611 +1%
EFP
210
Elser Financial Planning
Indiana
$2.66M -$57.7M -927,004 -96%
LI
211
LRI Investments
Florida
$2.63M – – –
WRPWM
212
Werba Rubin Papier Wealth Management
California
$2.6M +$10.6K +170 +0.4%
DFC
213
DBK Financial Counsel
Ohio
$2.6M +$299K +4,810 +13%
Northern Trust
214
Northern Trust
Illinois
$2.53M – – –
KPWS
215
Kestra Private Wealth Services
Texas
$2.49M +$218K +3,505 +10%
LG
216
LAM Group
Oregon
$2.43M – – –
NB
217
NBT Bank
New York
$2.39M – – –
TH
218
Team Hewins
California
$2.37M +$1.57M +25,261 +197%
MCA
219
Maryland Capital Advisors
Maryland
$2.35M – – –
SIMC
220
Squire Investment Management Company
Utah
$2.25M +$196K +3,146 +10%
EPP
221
ETF Portfolio Partners
Kansas
$2.18M – – –
ANB
222
Amarillo National Bank
Texas
$2.12M – – –
ACA
223
Aptus Capital Advisors
Alabama
$2.06M +$142K +2,289 +7%
YWM
224
Yoder Wealth Management
California
$2.05M -$31.1K -500 -1%
CSWM
225
Cassady Schiller Wealth Management
Ohio
$2M – – –
7 8
9
10 11