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DFUS

Dimensional US Equity ETF
DFUS

286 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, 90 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

9% more funds holding

Funds holding: 262 → 286 (+24)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

6% more capital invested

Capital invested by funds: $2.36B → $2.5B (+$140M)

1.96% more ownership

Funds ownership: 42.24% → 44.2% (+2%)

Holders
286
Holders Change
+24
Holders Change %
+9.16%
% of All Funds
5.01%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
44
Increased
90
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
+$27.8M
2
HWMG
Hurlow Wealth Management Group
Indiana
+$16.7M
3
AF
Advisornet Financial
Minnesota
+$13.1M
4
HWM
Hemington Wealth Management
Virginia
+$10.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.53M
3
PL
Plancorp LLC
Missouri
-$3.05M
4
CFO
CVA Family Office
Colorado
-$2.42M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
251
Financial Advocates Investment Management
Washington
$216K +$581 +12 +0.3%
SWG
252
Summit Wealth Group
Vermont
$214K +$629 +13 +0.3%
MWP
253
Meridian Wealth Partners
Pennsylvania
$212K – – –
GWS
254
Glassman Wealth Services
Virginia
$207K -$25.9K -536 -11%
AMG
255
Advisors Management Group
Wisconsin
$207K – – –
SS
256
Simplicity Solutions
Minnesota
$206K -$9.77K -202 -4%
BSSFA
257
Baron Silver Stevens Financial Advisors
Florida
$205K – – –
APW
258
Austin Private Wealth
Texas
$200K – – –
EI
259
Ellevest Inc
New York
$194K +$199K +4,108 New
JCM
260
Jacobi Capital Management
Pennsylvania
$132K -$928K -19,182 -87%
TWM
261
Tradition Wealth Management
Minnesota
$132K +$387 +8 +0.3%
US Bancorp
262
US Bancorp
Minnesota
$128K – – –
IWP
263
IAG Wealth Partners
Wisconsin
$127K -$4.98K -103 -4%
CFA
264
Carroll Financial Associates
North Carolina
$109K +$113K +2,329 New
PP
265
PrairieView Partners
Minnesota
$107K – – –
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$106K – – –
FCB
267
First Command Bank
Texas
$97K -$12.1K -250 -11%
FCFS
268
First Command Financial Services
Texas
$97K -$12.1K -250 -11%
OC
269
Oakworth Capital
Alabama
$80K – – –
APA
270
American Portfolios Advisors
New York
$67.3K +$7.4K +153 +12%
GT
271
Glenmede Trust
Pennsylvania
$62K – – –
SPIA
272
Steward Partners Investment Advisory
New York
$61K – – –
SN
273
Sittner & Nelson
Oregon
$60K +$61.5K +1,270 New
TFM
274
TFC Financial Management
Massachusetts
$59K – – –
TFS
275
TrustCore Financial Services
Tennessee
$56K +$145 +3 +0.3%
8 9 10
11
12

DFUS Hedge Fund Activity: Q3 2021 in Review

286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2021, worth a combined $2.5B — up 5.9% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFUS positions and 11 closed out — a net gain of 33 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $27.8M. The largest seller was Envestnet Asset Management, cutting an estimated $5.52M.

  • 286 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2021, up from 262 in Q2 2021.
  • Funds reported $2.5B of Dimensional US Equity ETF stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 44 funds opened new Dimensional US Equity ETF positions in Q3 2021 and 11 closed out, a net change of +33 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $27.8M added.
  • The largest Dimensional US Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2021.