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DFUS

Dimensional US Equity ETF
DFUS

363 hedge funds and large institutions have $3.81B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

631% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 13

111% more funds holding in top 10

Funds holding in top 10: 27 → 57 (+30)

52% more capital invested

Capital invested by funds: $2.5B → $3.81B (+$1.31B)

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

27% more funds holding

Funds holding: 286 → 363 (+77)

16.83% more ownership

Funds ownership: 44.2% → 61.03% (+17%)

Holders
363
Holders Change
+77
Holders Change %
+26.92%
% of All Funds
5.59%
Holding in Top 10
57
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+111.11%
% of All Funds
0.88%
New
95
Increased
102
Reduced
77
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$86.4M
2
RRC
Relaxing Retirement Coach
Massachusetts
+$15.5M
3
Mariner
Mariner
Kansas
+$11.8M
4
AF
Advisornet Financial
Minnesota
+$7.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
HWMG
Hurlow Wealth Management Group
Indiana
-$16.3M
2
HWM
Hemington Wealth Management
Virginia
-$10.6M
3
KAS
Kestra Advisory Services
Texas
-$8M
4
BSW
Buckingham Strategic Wealth
Missouri
-$6.35M
5
PL
Plancorp LLC
Missouri
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
226
Silicon Valley Capital Partners
California
$645K +$2.51K +50 +0.4%
CFFP
227
Center for Financial Planning
Michigan
$630K – – –
OIA
228
OneDigital Investment Advisors
Kansas
$629K +$754 +15 +0.1%
C
229
Certuity
Florida
$629K +$2.41K +48 +0.4%
BCI
230
Brinker Capital Investments
Pennsylvania
$629K +$611K +12,165 New
CFGS
231
Concourse Financial Group Securities
Alabama
$628K -$37.6K -748 -6%
LNWWM
232
Laird Norton Wetherby Wealth Management
California
$619K – – –
OPS
233
Orion Portfolio Solutions
Nebraska
$616K -$6.38K -127 -1%
Franklin Resources
234
Franklin Resources
California
$607K +$1.51K +30 +0.3%
CBN
235
Cadence Bank NA
Texas
$599K – – –
GLA
236
Great Lakes Advisors
Illinois
$596K – – –
PC
237
Peavine Capital
Nevada
$587K – – –
BFPW
238
BOK Financial Private Wealth
Colorado
$586K – – –
SF
239
SBK Financial
Virginia
$573K +$557K +11,084 New
MSR
240
Main Street Research
Connecticut
$565K – – –
CIAS
241
Capital Investment Advisory Services
North Carolina
$564K -$46.7K -930 -8%
AG
242
Ascent Group
Virginia
$564K +$597K +11,881 New
SWA
243
SFMG Wealth Advisors
Texas
$559K -$39.9K -794 -7%
LWAC
244
Laurel Wealth Advisors (California)
California
$558K +$283K +5,632 +109%
CWM
245
Curi Wealth Management
North Carolina
$546K +$2.11K +42 +0.4%
IF
246
Ironwood Financial
Arizona
$534K – – –
MFG
247
Merit Financial Group
Georgia
$533K -$20.1K -400 -4%
BWM
248
BT Wealth Management
Georgia
$519K +$2.01K +40 +0.4%
GWA
249
Geometric Wealth Advisors
District of Columbia
$511K +$497K +9,885 New
CIA
250
Cladis Investment Advisory
Montana
$511K +$497K +9,883 New
8 9
10
11 12

DFUS Hedge Fund Activity: Q4 2021 in Review

363 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2021, worth a combined $3.81B — up 52% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new DFUS positions and 13 closed out — a net gain of 82 holders — while 102 added to existing stakes and 77 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $86.4M. The largest seller was Hurlow Wealth Management Group, exiting entirely with an estimated $16.3M sold.

  • 363 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2021, up from 286 in Q3 2021.
  • Funds reported $3.81B of Dimensional US Equity ETF stock for Q4 2021, up 52% quarter-over-quarter.
  • 95 funds opened new Dimensional US Equity ETF positions in Q4 2021 and 13 closed out, a net change of +82 holders.
  • The largest Dimensional US Equity ETF buyer in Q4 2021 was Sequoia Financial Advisors, an estimated $86.4M added.
  • The largest Dimensional US Equity ETF seller in Q4 2021 was Hurlow Wealth Management Group, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2021.