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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
TA
251
Tiedemann Advisors
New York
$369K
PMG
252
Private Management Group
California
$364K
BAWC
253
Boyce & Associates Wealth Consulting
Texas
$363K +$358K +7,406 New
EBA
254
Eagle Bay Advisors
New York
$362K
GD
255
Grandfield & Dodd
New York
$360K
PPP
256
Private Portfolio Partners
New Jersey
$354K
FRA
257
Frank Rimerman Advisors
California
$352K
Luther King Capital Management (LKCM)
258
Luther King Capital Management (LKCM)
Texas
$336K
EWM
259
Evercore Wealth Management
New York
$333K
VCM
260
Versant Capital Management
Arizona
$333K +$435 +9 +0.1%
WT
261
Whittier Trust
California
$326K
WANY
262
Wealthspire Advisors (New York)
New York
$322K +$61.3K +1,268 +24%
EVM
263
Eaton Vance Management
Massachusetts
$321K -$4.25K -88 -1%
HTHT
264
Hemenway Trust Hemenway Trust
New Hampshire
$319K -$43.5K -900 -12%
GWM
265
GSB Wealth Management
Connecticut
$319K
GI
266
Gradient Investments
Minnesota
$317K
OCM
267
One Capital Management
California
$313K
PS
268
Portfolio Solutions
Michigan
$310K -$20.7K -428 -6%
HA
269
Herold Advisors
New York
$307K
SHJ
270
Sharkey, Howes & Javer
Colorado
$307K +$677 +14 +0.2%
AL
271
Aspiriant LLC
California
$304K -$119K -2,467 -28%
TPWA
272
TRUE Private Wealth Advisors
Oregon
$303K
BF
273
Brooklyn FI
New York
$303K +$299K +6,191 New
HWM
274
HB Wealth Management
Georgia
$302K +$58.6K +1,213 +25%
DT
275
Diversified Trust
Tennessee
$300K

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.