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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.

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
1
Prudential Financial
New Jersey
$545M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$514M
3
RFP
3
Root Financial Partners
California
$113M
4
PWM
4
PBMares Wealth Management
Virginia
$42.7M
5
PWP
5
Parkwoods Wealth Partners
New York
$23.5M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$2.66M
2
SP
2
Symmetry Partners
Connecticut
$7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$216M
4
PCMC
4
Private Capital Management (Colorado)
Colorado
$76.5M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$66.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
1
Prudential Financial
New Jersey
$545M 8,754,230 +8,736,382 +48,949%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$514M 8,269,247 +8,204,119 +12,597%
IFA
3
Index Fund Advisors
California
$364M 5,859,313 -60,549 -1%
PL
4
Plancorp LLC
Missouri
$309M 4,963,934 -79,830 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$256M 4,119,516 -26,707 -0.6%
Creative Planning
6
Creative Planning
Kansas
$228M 3,667,805 -42,684 -1%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$216M 3,504,693 -121,777 -3%
SWA
8
Sax Wealth Advisors
New Jersey
$200M 3,215,281 +109,758 +4%
TWA
9
TCI Wealth Advisors
Arizona
$147M 2,363,926 +47,763 +2%
LPL Financial
10
LPL Financial
California
$140M 2,249,572 +186,029 +9%
GWWM
11
Great Waters Wealth Management
Minnesota
$139M 2,240,037 +257,467 +13%
ZF
12
Zhang Financial
Michigan
$130M 2,094,026 +217,976 +12%
RFP
13
Root Financial Partners
California
$113M 1,821,303 +495,412 +37%
IDA
14
Intelligence Driven Advisers
California
$110M 1,765,457 +3 +0%
GCM
15
G2 Capital Management
Ohio
$103M 1,660,296 +8,408 +0.5%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$102M 1,637,530 +1,085 +0.1%
Corient Private Wealth
17
Corient Private Wealth
Florida
$102M 1,632,070 -15,495 -0.9%
SFA
18
Sequoia Financial Advisors
Ohio
$96M 1,542,942 -49,978 -3%
JWA
19
JFS Wealth Advisors
Pennsylvania
$87.4M 1,404,656 -17,551 -1%
FPAS
20
Focus Partners Advisor Solutions
Missouri
$83.1M 1,335,882 +82,360 +7%
FFM
21
Flagstone Financial Management
Nebraska
$81.8M 1,314,993 +22,447 +2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$80.5M 1,293,763 +173,590 +15%
DPW
23
DiNuzzo Private Wealth
Pennsylvania
$79.1M 1,272,399 -14,190 -1%
AssetMark Inc
24
AssetMark Inc
California
$78.9M 1,267,774 +18,697 +1%
PCMC
25
Private Capital Management (Colorado)
Colorado
$76.5M 1,229,895 -106,543 -8%
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