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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.

Holders
689
Holders Change
+83
Holders Change %
+13.7%
% of All Funds
9.18%
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
1
Prudential Financial
New Jersey
$1.68B
2
Raymond James Financial
2
Raymond James Financial
Florida
$84.7M
3
EFP
3
Elser Financial Planning
Indiana
$63.9M
4
EMC
4
Everest Management Corp
California
$41.2M
5
WMN
5
Wealth Management Nebraska
Nebraska
$38.3M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$109M
2
IDA
2
Intelligence Driven Advisers
California
$84.3M
3
SFS
3
Sowell Financial Services
Arkansas
$8.68M
4
PL
4
Plancorp LLC
Missouri
$305M
5
PMG
5
ProVise Management Group
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
1
Prudential Financial
New Jersey
$1.68B 26,381,889 +17,627,659 +201%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$537M 8,423,973 +154,726 +2%
IFA
3
Index Fund Advisors
California
$370M 5,803,530 -55,783 -1%
PL
4
Plancorp LLC
Missouri
$305M 4,790,947 -172,987 -3%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$258M 4,041,518 -77,998 -2%
Creative Planning
6
Creative Planning
Kansas
$230M 3,604,136 -63,669 -2%
SWA
7
Sax Wealth Advisors
New Jersey
$208M 3,269,813 +54,532 +2%
GWWM
8
Great Waters Wealth Management
Minnesota
$160M 2,511,066 +271,029 +12%
LPL Financial
9
LPL Financial
California
$154M 2,421,592 +172,020 +8%
ZF
10
Zhang Financial
Michigan
$151M 2,369,405 +275,379 +13%
TWA
11
TCI Wealth Advisors
Arizona
$149M 2,343,045 -20,881 -0.9%
RFP
12
Root Financial Partners
California
$148M 2,316,725 +495,422 +27%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$109M 1,715,870 -1,788,823 -51%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$109M 1,714,150 +378,268 +28%
GCM
15
G2 Capital Management
Ohio
$107M 1,671,385 +11,089 +0.7%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$104M 1,634,374 -3,156 -0.2%
Corient Private Wealth
17
Corient Private Wealth
Florida
$101M 1,584,822 -47,248 -3%
SFA
18
Sequoia Financial Advisors
Ohio
$93.9M 1,473,325 -69,617 -5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$90M 1,411,227 +117,464 +9%
JWA
20
JFS Wealth Advisors
Pennsylvania
$89.3M 1,401,173 -3,483 -0.2%
Raymond James Financial
21
Raymond James Financial
Florida
$84.7M 1,329,212 +1,329,212 New
FFM
22
Flagstone Financial Management
Nebraska
$84.5M 1,325,005 +10,012 +0.8%
IDA
23
Intelligence Driven Advisers
California
$84.3M 1,321,902 -443,555 -25%
FFM
24
Forum Financial Management
Illinois
$80.4M 1,261,486 +34,968 +3%
AssetMark Inc
25
AssetMark Inc
California
$77.9M 1,221,382 -46,392 -4%
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