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Dimensional US Equity ETF
DFUS

Overview Fund Activity

284 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, 89 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+24
Holders Change %
+9.23%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
44
Increased
89
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
$27.1M
2
HWMG
Hurlow Wealth Management Group
Indiana
$16.3M
3
AF
Advisornet Financial
Minnesota
$12.7M
4
HWM
Hemington Wealth Management
Virginia
$10.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$46.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$220M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.83M
3
PL
Plancorp LLC
Missouri
$278M
4
CFO
CVA Family Office
Colorado
$0
5
JWA
JFS Wealth Advisors
Pennsylvania
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
226
Tortoise Investment Management
New York
$291K – – –
Kovitz Investment Group Partners
227
Kovitz Investment Group Partners
Illinois
$289K +$289K +6,132 New
DT
228
Diversified Trust
Tennessee
$288K +$288K +6,116 New
AWA
229
Acorn Wealth Advisors
Michigan
$277K +$754 +16 +0.3%
AIM
230
Acropolis Investment Management
Missouri
$274K +$425 +9 +0.2%
VFP
231
Verus Financial Partners
Virginia
$261K -$9.82K -200 -4%
BTWM
232
Baker Tilly Wealth Management
Wisconsin
$255K +$707 +15 +0.3%
LBC
233
Lowe Brockenbrough & Co
Virginia
$251K +$251K +5,331 New
WANY
234
Wealthspire Advisors (New York)
New York
$250K – – –
LNWTC
235
Laird Norton Wetherby Trust Company
Washington
$249K -$236 -5 -0.1%
PFO
236
Pathstone Family Office
New Jersey
$244K +$563 +12 +0.2%
LWAC
237
Laurel Wealth Advisors (California)
California
$243K – – –
NAM
238
NTV Asset Management
West Virginia
$241K – – –
CS
239
Capital Square
Tennessee
$240K -$42K -884 -15%
WT
240
Washington Trust
Rhode Island
$240K – – –
CG
241
Caprock Group
Idaho
$236K – – –
Bank of New York Mellon
242
Bank of New York Mellon
New York
$235K -$10.4K -220 -4%
UB
243
UMB Bank
Missouri
$233K – – –
HB
244
Homrich & Berg
Georgia
$233K +$20.7K +439 +10%
RJT
245
Raymond James Trust
Florida
$232K – – –
VCP
246
Vista Capital Partners
Oregon
$222K +$612 +13 +0.3%
ZF
247
Zhang Financial
Michigan
$221K -$102K -2,156 -32%
WAM
248
Weatherly Asset Management
California
$219K – – –
FAIM
249
Financial Advocates Investment Management
Washington
$216K +$567 +12 +0.3%
SWG
250
Summit Wealth Group
Vermont
$214K +$613 +13 +0.3%
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