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Dimensional US Equity ETF
DFUS

Overview Fund Activity

361 hedge funds and large institutions have $3.8B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+77
Holders Change %
+27.11%
% of All Funds
5.58%
Holding in Top 10
56
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+115.38%
% of All Funds
0.86%
New
95
Increased
101
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
$88.9M
2
RRC
Relaxing Retirement Coach
Massachusetts
$32.7M
3
Mariner
Mariner
Kansas
$13.6M
4
AF
Advisornet Financial
Minnesota
$21.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$55.4M

Top Sellers

1
HWMG
Hurlow Wealth Management Group
Indiana
$0
2
HWM
Hemington Wealth Management
Virginia
$0
3
KAS
Kestra Advisory Services
Texas
$14.3M
4
BSW
Buckingham Strategic Wealth
Missouri
$277M
5
PL
Plancorp LLC
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
226
OneDigital Investment Advisors
Kansas
$629K +$775 +15 +0.1%
C
227
Certuity
Florida
$629K +$2.48K +48 +0.4%
BCI
228
Brinker Capital Investments
Pennsylvania
$629K +$629K +12,165 New
CFGS
229
Concourse Financial Group Securities
Alabama
$628K -$38.7K -748 -6%
LNWWM
230
Laird Norton Wetherby Wealth Management
California
$619K – – –
OPS
231
Orion Portfolio Solutions
Nebraska
$616K -$6.56K -127 -1%
Franklin Resources
232
Franklin Resources
California
$607K +$1.55K +30 +0.3%
CBN
233
Cadence Bank NA
Texas
$599K – – –
GLA
234
Great Lakes Advisors
Illinois
$596K – – –
PC
235
Peavine Capital
Nevada
$587K – – –
BFPW
236
BOK Financial Private Wealth
Colorado
$586K – – –
SF
237
SBK Financial
Virginia
$573K +$573K +11,084 New
MSR
238
Main Street Research
Connecticut
$565K – – –
CIAS
239
Capital Investment Advisory Services
North Carolina
$564K -$48.1K -930 -8%
AG
240
Ascent Group
Virginia
$564K +$564K +11,881 New
SWA
241
SFMG Wealth Advisors
Texas
$559K -$41K -794 -7%
LWAC
242
Laurel Wealth Advisors (California)
California
$558K +$291K +5,632 +109%
CWM
243
Curi Wealth Management
North Carolina
$546K +$2.17K +42 +0.4%
IF
244
Ironwood Financial
Arizona
$534K – – –
MFG
245
Merit Financial Group
Georgia
$533K -$20.7K -400 -4%
BWM
246
BT Wealth Management
Georgia
$519K +$2.07K +40 +0.4%
GWA
247
Geometric Wealth Advisors
District of Columbia
$511K +$511K +9,885 New
CIA
248
Cladis Investment Advisory
Montana
$511K +$511K +9,883 New
AWMG
249
Alliance Wealth Management Group
New Jersey
$510K – – –
TCM
250
Towercrest Capital Management
Pennsylvania
$510K – – –
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10
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