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DFUS

Dimensional US Equity ETF
DFUS

363 hedge funds and large institutions have $3.81B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

631% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 13

111% more funds holding in top 10

Funds holding in top 10: 27 → 57 (+30)

52% more capital invested

Capital invested by funds: $2.5B → $3.81B (+$1.31B)

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

27% more funds holding

Funds holding: 286 → 363 (+77)

16.83% more ownership

Funds ownership: 44.2% → 61.03% (+17%)

Holders
363
Holders Change
+77
Holders Change %
+26.92%
% of All Funds
5.59%
Holding in Top 10
57
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+111.11%
% of All Funds
0.88%
New
95
Increased
102
Reduced
77
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$86.4M
2
RRC
Relaxing Retirement Coach
Massachusetts
+$15.5M
3
Mariner
Mariner
Kansas
+$11.8M
4
AF
Advisornet Financial
Minnesota
+$7.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
HWMG
Hurlow Wealth Management Group
Indiana
-$16.3M
2
HWM
Hemington Wealth Management
Virginia
-$10.6M
3
KAS
Kestra Advisory Services
Texas
-$8M
4
BSW
Buckingham Strategic Wealth
Missouri
-$6.35M
5
PL
Plancorp LLC
Missouri
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
301
Pathstone Family Office
New Jersey
$271K +$1.11K +22 +0.4%
Bank of New York Mellon
302
Bank of New York Mellon
New York
$266K +$8.14K +162 +3%
NAM
303
NTV Asset Management
West Virginia
$264K – – –
Wealth Enhancement Advisory Services
304
Wealth Enhancement Advisory Services
Minnesota
$264K +$272K +5,419 New
WTA
305
Washington Trust Advisors
Massachusetts
$263K +$256K +5,087 New
PAG
306
Private Advisory Group
Washington
$259K +$252K +5,009 New
FFWA
307
FRG Family Wealth Advisors
Washington
$258K +$251K +4,993 New
HWM
308
HB Wealth Management
Georgia
$256K +$248K +4,944 New
UB
309
UMB Bank
Missouri
$255K – – –
RJT
310
Raymond James Trust
Florida
$254K – – –
MAC
311
Mason & Associates (California)
California
$254K +$247K +4,921 New
VCP
312
Vista Capital Partners
Oregon
$244K – – –
WAM
313
Weatherly Asset Management
California
$240K – – –
WDL
314
Well Done LLC
Michigan
$240K +$233K +4,633 New
SWG
315
Summit Wealth Group
Vermont
$236K +$905 +18 +0.4%
FI
316
Financial Insights
Washington
$235K +$228K +4,536 New
MWP
317
Meridian Wealth Partners
Pennsylvania
$232K – – –
AMG
318
Advisors Management Group
Wisconsin
$227K – – –
BSSFA
319
Baron Silver Stevens Financial Advisors
Florida
$225K – – –
BPFA
320
Barnes Pettey Financial Advisors
Mississippi
$223K +$216K +4,305 New
APW
321
Austin Private Wealth
Texas
$219K – – –
PP
322
PDS Planning
Ohio
$219K +$213K +4,230 New
BCA
323
Bay Colony Advisors
Massachusetts
$219K +$213K +4,241 New
FSCM
324
Front Street Capital Management
Montana
$218K +$212K +4,223 New
CB
325
Cadence Bank
Mississippi
$218K +$212K +4,226 New
11 12
13
14 15

DFUS Hedge Fund Activity: Q4 2021 in Review

363 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2021, worth a combined $3.81B — up 52% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new DFUS positions and 13 closed out — a net gain of 82 holders — while 102 added to existing stakes and 77 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $86.4M. The largest seller was Hurlow Wealth Management Group, exiting entirely with an estimated $16.3M sold.

  • 363 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2021, up from 286 in Q3 2021.
  • Funds reported $3.81B of Dimensional US Equity ETF stock for Q4 2021, up 52% quarter-over-quarter.
  • 95 funds opened new Dimensional US Equity ETF positions in Q4 2021 and 13 closed out, a net change of +82 holders.
  • The largest Dimensional US Equity ETF buyer in Q4 2021 was Sequoia Financial Advisors, an estimated $86.4M added.
  • The largest Dimensional US Equity ETF seller in Q4 2021 was Hurlow Wealth Management Group, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2021.