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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.

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
EFP
3
Elser Financial Planning
Indiana
$57.1M
4
PCMC
4
Private Capital Management (Colorado)
Colorado
$78.6M
5
Cerity Partners
5
Cerity Partners
New York
$34.7M

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 Market Value Shares Shares
Change 		Shares
Change %
BSW
1
Buckingham Strategic Wealth
Missouri
$468M 7,957,417 +301,723 +4%
IFA
2
Index Fund Advisors
California
$348M 5,919,862 -74,308 -1%
PL
3
Plancorp LLC
Missouri
$297M 5,043,764 -77,269 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$244M 4,146,223 -58,319 -1%
Creative Planning
5
Creative Planning
Kansas
$218M 3,710,489 +1,992,827 +116%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$213M 3,626,470 -166,336 -4%
SWA
7
Sax Wealth Advisors
New Jersey
$183M 3,105,523 +356,613 +13%
TWA
8
TCI Wealth Advisors
Arizona
$136M 2,316,163 +39,253 +2%
LPL Financial
9
LPL Financial
California
$121M 2,063,543 +1,063,231 +106%
GWWM
10
Great Waters Wealth Management
Minnesota
$117M 1,982,570 +189,775 +11%
ZF
11
Zhang Financial
Michigan
$110M 1,876,050 +235,289 +14%
IDA
12
Intelligence Driven Advisers
California
$104M 1,765,454 +63,602 +4%
GCM
13
G2 Capital Management
Ohio
$97.2M 1,651,888 +22,721 +1%
Corient Private Wealth
14
Corient Private Wealth
Florida
$97M 1,647,565 +14,449 +0.9%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$96.3M 1,636,445 +207,165 +14%
SFA
16
Sequoia Financial Advisors
Ohio
$93.7M 1,592,920 -25,815 -2%
JWA
17
JFS Wealth Advisors
Pennsylvania
$83.7M 1,422,207 -12,732 -0.9%
PCMC
18
Private Capital Management (Colorado)
Colorado
$78.6M 1,336,438 +698,827 +110%
RFP
19
Root Financial Partners
California
$78M 1,325,891 +280,798 +27%
FFM
20
Flagstone Financial Management
Nebraska
$76.1M 1,292,546 +27,244 +2%
DPW
21
DiNuzzo Private Wealth
Pennsylvania
$75.7M 1,286,589 -20,897 -2%
FPAS
22
Focus Partners Advisor Solutions
Missouri
$73.8M 1,253,522 +87,163 +7%
FFM
23
Forum Financial Management
Illinois
$73.6M 1,251,487 -103,951 -8%
AssetMark Inc
24
AssetMark Inc
California
$73.5M 1,249,077 -6 -0%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$69.5M 1,180,840 +25,213 +2%
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