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Dimensional US Equity ETF
DFUS

Overview Fund Activity

331 hedge funds and large institutions have $3.58B invested in Dimensional US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-30
Holders Change %
-8.31%
% of All Funds
5.24%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
26
Increased
113
Reduced
90
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$266M
2
Mariner
Mariner
Kansas
$34.9M
3
AF
Advisornet Financial
Minnesota
$40.9M
4
HWM
Hemington Wealth Management
Virginia
$10.2M
5
RA
RFG Advisory
Alabama
$8.94M

Top Sellers

1
LPL Financial
LPL Financial
California
$0
2
MAM
McLean Asset Management
Virginia
$0
3
AC
Apella Capital
Connecticut
$0
4
PWM
PBMares Wealth Management
Virginia
$0
5
DAS
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
226
Orion Portfolio Solutions
Nebraska
$517K -$67.7K -1,381 -12%
LWAC
227
Laurel Wealth Advisors (California)
California
$513K -$15.7K -320 -3%
MFG
228
Merit Financial Group
Georgia
$505K – – –
MSR
229
Main Street Research
Connecticut
$503K -$33.5K -682 -6%
Bank of New York Mellon
230
Bank of New York Mellon
New York
$495K +$243K +4,944 +96%
FPCG
231
Forum Private Client Group
Indiana
$487K +$487K +9,935 New
CIA
232
Cladis Investment Advisory
Montana
$484K – – –
AWMG
233
Alliance Wealth Management Group
New Jersey
$483K – – –
TCM
234
Towercrest Capital Management
Pennsylvania
$483K – – –
GCP
235
Gill Capital Partners
Colorado
$476K +$392 +8 +0.1%
HFG
236
Heron Financial Group
New York
$469K – – –
CSI
237
Cross Staff Investments
New York
$469K – – –
CSIC
238
Clifford Swan Investment Counsel
California
$465K – – –
FNT
239
First National Trust
Pennsylvania
$454K – – –
HCM
240
Hollencrest Capital Management
California
$436K – – –
Baird Financial Group
241
Baird Financial Group
Wisconsin
$435K – – –
MMA
242
Miracle Mile Advisors
California
$433K – – –
Kovitz Investment Group Partners
243
Kovitz Investment Group Partners
Illinois
$433K +$433K +8,823 New
MGIA
244
Moneta Group Investment Advisors
Missouri
$416K +$39.6K +807 +11%
SPC
245
Sigma Planning Corp
Michigan
$413K +$49 +1 +0%
CFGS
246
Concourse Financial Group Securities
Alabama
$411K -$184K -3,747 -31%
EA
247
Efficient Advisors
Ohio
$409K +$2.35K +48 +0.6%
FWTB
248
First Western Trust Bank
Colorado
$397K +$397K +7,994 New
TA
249
Tiedemann Advisors
New York
$369K – – –
PMG
250
Private Management Group
California
$364K – – –
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10
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