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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
9.17%
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
Prudential Financial
New Jersey
$1.68B
2
EFP
Elser Financial Planning
Indiana
$63.9M
3
EP
Essential Planning
New Hampshire
$34.3M
4
HSG
Helen Stephens Group
Texas
$33.9M
5
RFP
Root Financial Partners
California
$148M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$109M
2
IDA
Intelligence Driven Advisers
California
$84.3M
3
SFS
Sowell Financial Services
Arkansas
$8.68M
4
PL
Plancorp LLC
Missouri
$305M
5
PMG
ProVise Management Group
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBTCON
201
First National Bank & Trust Co of Newtown
Pennsylvania
$4.51M +$495K +7,770 +12%
ASN
202
Advisory Services Network
Georgia
$4.48M – – –
AAS
203
Avantax Advisory Services
Texas
$4.45M +$250K +3,915 +6%
AFA
204
Avant Financial Advisors
Texas
$4.32M +$4.32M +67,836 New
VPWA
205
Vestia Personal Wealth Advisors
Indiana
$4.22M +$28.5K +447 +0.7%
EWA
206
EP Wealth Advisors
California
$4.17M +$2.38M +37,362 +134%
BA
207
Bridgewater Advisors
New York
$4.15M – – –
LFA
208
Lauterbach Financial Advisors
Texas
$4.08M +$294K +4,619 +8%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$4.08M +$227K +3,564 +6%
HR
210
Hardy Reed
Mississippi
$4.08M – – –
EWM
211
Empirical Wealth Management
Washington
$4.04M -$122K -1,912 -3%
IWN
212
Independent Wealth Network
Iowa
$3.92M +$216K +3,388 +6%
SHGA
213
Sand Hill Global Advisors
California
$3.82M -$986K -15,469 -21%
Brown Advisory
214
Brown Advisory
Maryland
$3.81M +$40.7K +639 +1%
HIA
215
HTG Investment Advisors
Connecticut
$3.78M -$48K -753 -1%
CAMG
216
CWA Asset Management Group
Florida
$3.77M +$5.55K +87 +0.1%
WA
217
Waverly Advisors
Alabama
$3.71M +$2.36K +37 +0.1%
WFA
218
Websterrogers Financial Advisors
South Carolina
$3.68M -$15.4K -242 -0.4%
LKBC
219
L.K. Benson & Company
Maryland
$3.61M +$3.61M +56,706 New
MAS
220
MPWM Advisory Solutions
Georgia
$3.58M +$3.58M +56,212 New
CCA
221
Clarity Capital Advisors
Florida
$3.58M +$9.12K +143 +0.3%
AWM
222
Apollon Wealth Management
South Carolina
$3.57M +$94K +1,475 +3%
CL
223
CLG LLC
California
$3.55M +$3.55M +55,746 New
LP
224
LGL Partners
Pennsylvania
$3.55M – – –
IWC
225
Integrated Wealth Concepts
Massachusetts
$3.53M -$347K -5,438 -9%
7 8
9
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