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Dimensional US Equity ETF
DFUS

Overview Fund Activity

361 hedge funds and large institutions have $3.8B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+77
Holders Change %
+27.11%
% of All Funds
5.58%
Holding in Top 10
56
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+115.38%
% of All Funds
0.86%
New
95
Increased
101
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
$88.9M
2
RRC
Relaxing Retirement Coach
Massachusetts
$32.7M
3
Mariner
Mariner
Kansas
$13.6M
4
AF
Advisornet Financial
Minnesota
$21.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$55.4M

Top Sellers

1
HWMG
Hurlow Wealth Management Group
Indiana
$0
2
HWM
Hemington Wealth Management
Virginia
$0
3
KAS
Kestra Advisory Services
Texas
$14.3M
4
BSW
Buckingham Strategic Wealth
Missouri
$277M
5
PL
Plancorp LLC
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
276
Versant Capital Management
Arizona
$350K +$775 +15 +0.2%
PS
277
Portfolio Solutions
Michigan
$349K – – –
WT
278
Whittier Trust
California
$344K – – –
EVM
279
Eaton Vance Management
Massachusetts
$343K – – –
GWM
280
GSB Wealth Management
Connecticut
$337K – – –
TPWA
281
TRUE Private Wealth Advisors
Oregon
$337K – – –
GI
282
Gradient Investments
Minnesota
$334K – – –
OCM
283
One Capital Management
California
$327K +$1.29K +25 +0.4%
BCM
284
Brookstone Capital Management
Illinois
$324K – – –
HA
285
Herold Advisors
New York
$324K +$324K +6,270 New
SHJ
286
Sharkey, Howes & Javer
Colorado
$323K -$103K -1,983 -24%
DT
287
Diversified Trust
Tennessee
$316K – – –
CTC
288
Central Trust Company
Missouri
$315K -$16K -309 -5%
BB
289
Busey Bank
Illinois
$312K -$36.7K -711 -11%
AWA
290
Acorn Wealth Advisors
Michigan
$305K +$1.19K +23 +0.4%
AIM
291
Acropolis Investment Management
Missouri
$301K +$724 +14 +0.2%
RF
292
Resolute Financial
Massachusetts
$297K +$297K +5,749 New
BTWM
293
Baker Tilly Wealth Management
Wisconsin
$281K +$1.14K +22 +0.4%
LBC
294
Lowe Brockenbrough & Co
Virginia
$276K – – –
VFP
295
Verus Financial Partners
Virginia
$275K +$413 +8 +0.2%
WANY
296
Wealthspire Advisors (New York)
New York
$274K – – –
LNWTC
297
Laird Norton Wetherby Trust Company
Washington
$274K +$1.08K +21 +0.4%
BSWA
298
Bromfield Sneider Wealth Advisors
Massachusetts
$272K +$272K +5,260 New
PFO
299
Pathstone Family Office
New Jersey
$271K +$1.14K +22 +0.4%
Bank of New York Mellon
300
Bank of New York Mellon
New York
$266K +$8.37K +162 +3%
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