DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

331 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, 113 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-30
Holders Change %
-8.31%
% of All Funds
5.24%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
26
Increased
113
Reduced
90
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$266M
2
Mariner
Mariner
Kansas
$34.9M
3
AF
Advisornet Financial
Minnesota
$40.9M
4
HWM
Hemington Wealth Management
Virginia
$10.2M
5
RA
RFG Advisory
Alabama
$8.94M

Top Sellers

1
LPL Financial
LPL Financial
California
$0
2
MAM
McLean Asset Management
Virginia
$0
3
AC
Apella Capital
Connecticut
$0
4
PWM
PBMares Wealth Management
Virginia
$0
5
DAS
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
276
Acropolis Investment Management
Missouri
$286K +$344 +7 +0.1%
Wealth Enhancement Advisory Services
277
Wealth Enhancement Advisory Services
Minnesota
$269K +$594 +12 +0.2%
BTWM
278
Baker Tilly Wealth Management
Wisconsin
$267K +$589 +12 +0.2%
LBC
279
Lowe Brockenbrough & Co
Virginia
$261K – – –
LNWTC
280
Laird Norton Wetherby Trust Company
Washington
$260K +$587 +12 +0.2%
BSWA
281
Bromfield Sneider Wealth Advisors
Massachusetts
$258K – – –
PFO
282
Pathstone Family Office
New Jersey
$257K +$589 +12 +0.2%
NAM
283
NTV Asset Management
West Virginia
$251K – – –
WTA
284
Washington Trust Advisors
Massachusetts
$249K – – –
PAG
285
Private Advisory Group
Washington
$246K – – –
FFWA
286
FRG Family Wealth Advisors
Washington
$245K – – –
UB
287
UMB Bank
Missouri
$242K – – –
RJT
288
Raymond James Trust
Florida
$241K – – –
MAC
289
Mason & Associates (California)
California
$241K – – –
VCP
290
Vista Capital Partners
Oregon
$231K – – –
WAM
291
Weatherly Asset Management
California
$228K – – –
WDL
292
Well Done LLC
Michigan
$227K – – –
KF
293
Krilogy Financial
Missouri
$225K +$225K +4,593 New
FI
294
Financial Insights
Washington
$222K – – –
MWP
295
Meridian Wealth Partners
Pennsylvania
$220K – – –
AMG
296
Advisors Management Group
Wisconsin
$215K – – –
BSSFA
297
Baron Silver Stevens Financial Advisors
Florida
$213K – – –
BPFA
298
Barnes Pettey Financial Advisors
Mississippi
$211K – – –
BCA
299
Bay Colony Advisors
Massachusetts
$210K +$1.62K +33 +0.8%
APW
300
Austin Private Wealth
Texas
$208K – – –
10 11
12
13 14