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DFUS

Dimensional US Equity ETF

333 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, 114 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 90

2.35% less ownership

Funds ownership: 61.03%58.67% (-2.4%)

6% less capital invested

Capital invested by funds: $3.81B → $3.58B (-$225M)

8% less funds holding

Funds holding: 363333 (-30)

9% less funds holding in top 10

Funds holding in top 10: 5752 (-5)

51% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 53

Holders
333
Holders Change
-30
Holders Change %
-8.26%
% of All Funds
5.25%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.82%
New
26
Increased
114
Reduced
90
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Curi Wealth Management
North Carolina
$519K +$1.16K +24 +0.2%
W
227
WorthPointe
California
$518K
OPS
228
Orion Portfolio Solutions
Nebraska
$517K -$66.8K -1,381 -12%
LWAC
229
Laurel Wealth Advisors (California)
California
$513K -$15.5K -320 -3%
MFG
230
Merit Financial Group
Georgia
$505K
MSR
231
Main Street Research
Connecticut
$503K -$33K -682 -6%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$495K +$239K +4,944 +96%
FPCG
233
Forum Private Client Group
Indiana
$487K +$480K +9,935 New
CIA
234
Cladis Investment Advisory
Montana
$484K
AWMG
235
Alliance Wealth Management Group
New Jersey
$483K
TCM
236
Towercrest Capital Management
Pennsylvania
$483K
GCP
237
Gill Capital Partners
Colorado
$476K +$387 +8 +0.1%
CSI
238
Cross Staff Investments
New York
$469K
HFG
239
Heron Financial Group
New York
$469K
CSIC
240
Clifford Swan Investment Counsel
California
$465K
FNT
241
First National Trust
Pennsylvania
$454K
HCM
242
Hollencrest Capital Management
California
$436K
Baird Financial Group
243
Baird Financial Group
Wisconsin
$435K
MMA
244
Miracle Mile Advisors
California
$433K
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$433K +$427K +8,823 New
MGIA
246
Moneta Group Investment Advisors
Missouri
$416K +$39K +807 +11%
SPC
247
Sigma Planning Corp
Michigan
$413K +$48 +1 +0%
CFGS
248
Concourse Financial Group Securities
Alabama
$411K -$181K -3,747 -31%
EA
249
Efficient Advisors
Ohio
$409K +$2.32K +48 +0.6%
FWTB
250
First Western Trust Bank
Colorado
$397K +$386K +7,994 New

DFUS Hedge Fund Activity: Q1 2022 in Review

333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2022, worth a combined $3.58B — down 5.9% from $3.81B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of DFUS and 26 opened new positions — a net loss of 27 holders — while 90 trimmed existing stakes and 114 added.

The largest buyer was Envestnet Asset Management, adding an estimated $37.1M. The largest seller was LPL Financial, exiting entirely with an estimated $46M sold.

  • 333 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2022, down from 363 in Q4 2021.
  • Funds reported $3.58B of Dimensional US Equity ETF stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 26 funds opened new Dimensional US Equity ETF positions in Q1 2022 and 53 closed out, a net change of -27 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $37.1M added.
  • The largest Dimensional US Equity ETF seller in Q1 2022 was LPL Financial, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2022.