We are live on ! Find out more
DFUS

Dimensional US Equity ETF
DFUS

286 hedge funds and large institutions have $2.5B invested in Dimensional US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

9% more funds holding

Funds holding: 262 → 286 (+24)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

6% more capital invested

Capital invested by funds: $2.36B → $2.5B (+$140M)

1.96% more ownership

Funds ownership: 42.24% → 44.2% (+2%)

Holders
286
Holders Change
+24
Holders Change %
+9.16%
% of All Funds
5.01%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
44
Increased
90
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
+$27.8M
2
HWMG
Hurlow Wealth Management Group
Indiana
+$16.7M
3
AF
Advisornet Financial
Minnesota
+$13.1M
4
HWM
Hemington Wealth Management
Virginia
+$10.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.53M
3
PL
Plancorp LLC
Missouri
-$3.05M
4
CFO
CVA Family Office
Colorado
-$2.42M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
226
Central Trust Company
Missouri
$302K +$15K +309 +5%
OCM
227
One Capital Management
California
$297K +$823 +17 +0.3%
TIM
228
Tortoise Investment Management
New York
$291K – – –
Kovitz Investment Group Partners
229
Kovitz Investment Group Partners
Illinois
$289K +$297K +6,132 New
DT
230
Diversified Trust
Tennessee
$288K +$296K +6,116 New
AWA
231
Acorn Wealth Advisors
Michigan
$277K +$774 +16 +0.3%
AIM
232
Acropolis Investment Management
Missouri
$274K +$435 +9 +0.2%
VFP
233
Verus Financial Partners
Virginia
$261K -$9.68K -200 -4%
BTWM
234
Baker Tilly Wealth Management
Wisconsin
$255K +$726 +15 +0.3%
LBC
235
Lowe Brockenbrough & Co
Virginia
$251K +$258K +5,331 New
WANY
236
Wealthspire Advisors (New York)
New York
$250K – – –
LNWTC
237
Laird Norton Wetherby Trust Company
Washington
$249K -$242 -5 -0.1%
PFO
238
Pathstone Family Office
New Jersey
$244K +$581 +12 +0.2%
LWAC
239
Laurel Wealth Advisors (California)
California
$243K – – –
NAM
240
NTV Asset Management
West Virginia
$241K – – –
CS
241
Capital Square
Tennessee
$240K -$42.8K -884 -15%
WT
242
Washington Trust
Rhode Island
$240K – – –
CG
243
Caprock Group
Idaho
$236K – – –
Bank of New York Mellon
244
Bank of New York Mellon
New York
$235K -$10.6K -220 -4%
UB
245
UMB Bank
Missouri
$233K – – –
HB
246
Homrich & Berg
Georgia
$233K +$21.2K +439 +10%
RJT
247
Raymond James Trust
Florida
$232K – – –
VCP
248
Vista Capital Partners
Oregon
$222K +$629 +13 +0.3%
ZF
249
Zhang Financial
Michigan
$221K -$104K -2,156 -32%
WAM
250
Weatherly Asset Management
California
$219K – – –
8 9
10
11 12

DFUS Hedge Fund Activity: Q3 2021 in Review

286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2021, worth a combined $2.5B — up 5.9% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFUS positions and 11 closed out — a net gain of 33 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $27.8M. The largest seller was Envestnet Asset Management, cutting an estimated $5.52M.

  • 286 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2021, up from 262 in Q2 2021.
  • Funds reported $2.5B of Dimensional US Equity ETF stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 44 funds opened new Dimensional US Equity ETF positions in Q3 2021 and 11 closed out, a net change of +33 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $27.8M added.
  • The largest Dimensional US Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2021.