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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
DSC
276
Duncker Streett & Co
Missouri
$54K +$145 +3 +0.3%
ARIS
277
Advanced Research Investment Solutions
California
$42.1K +$43.2K +892 New
GG
278
Gleason Group
Kentucky
$38K +$97 +2 +0.2%
HI
279
Harbour Investments
Wisconsin
$38K +$145 +3 +0.4%
ACA
280
Atlas Capital Advisors
Wyoming
$35.8K – – –
JFA
281
JNBA Financial Advisors
Minnesota
$16K -$6.1K -126 -27%
GRP
282
Global Retirement Partners
California
$12K – – –
Wells Fargo
283
Wells Fargo
California
$9K +$9K +186 New
First Manhattan
284
First Manhattan
New York
$9K +$9.87K +204 New
NFG
285
Next Financial Group
Texas
$7K +$919 +19 +15%
TAM
286
Tucker Asset Management
Colorado
$3.34K +$3.19K +66 New
CFO
287
CVA Family Office
Colorado
– -$2.42M -51,258 Closed
LFAS
288
Level Four Advisory Services
Texas
– -$1.95M -41,400 Closed
AIC
289
Ameritas Investment Company
Nebraska
– -$1.64M -34,775 Closed
EWA
290
Exencial Wealth Advisors
Oklahoma
– -$1.52M -32,336 Closed
HA
291
Harfst & Associates
Wyoming
– -$790K -16,769 Closed
ACM
292
Advisors Capital Management
New Jersey
– -$545K -11,571 Closed
KOMWMG
293
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$251K -5,320 Closed
DWT
294
Dorsey & Whitney Trust
South Dakota
– -$206K -4,372 Closed
RP
295
Rowlandmiller & Partners
Georgia
– -$159K -3,370 Closed
TI
296
tru Independence
Oregon
– -$109K -2,304 Closed
SB
297
Strategic Blueprint
Georgia
– -$34K -711 Closed
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.