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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 %
NAM
301
NTV Asset Management
West Virginia
$264K – – –
Wealth Enhancement Advisory Services
302
Wealth Enhancement Advisory Services
Minnesota
$264K +$264K +5,419 New
WTA
303
Washington Trust Advisors
Massachusetts
$263K +$263K +5,087 New
PAG
304
Private Advisory Group
Washington
$259K +$259K +5,009 New
FFWA
305
FRG Family Wealth Advisors
Washington
$258K +$258K +4,993 New
HWM
306
HB Wealth Management
Georgia
$256K +$256K +4,944 New
UB
307
UMB Bank
Missouri
$255K – – –
RJT
308
Raymond James Trust
Florida
$254K – – –
MAC
309
Mason & Associates (California)
California
$254K +$254K +4,921 New
VCP
310
Vista Capital Partners
Oregon
$244K – – –
WAM
311
Weatherly Asset Management
California
$240K – – –
WDL
312
Well Done LLC
Michigan
$240K +$240K +4,633 New
SWG
313
Summit Wealth Group
Vermont
$236K +$932 +18 +0.4%
FI
314
Financial Insights
Washington
$235K +$235K +4,536 New
MWP
315
Meridian Wealth Partners
Pennsylvania
$232K – – –
AMG
316
Advisors Management Group
Wisconsin
$227K – – –
BSSFA
317
Baron Silver Stevens Financial Advisors
Florida
$225K – – –
BPFA
318
Barnes Pettey Financial Advisors
Mississippi
$223K +$223K +4,305 New
APW
319
Austin Private Wealth
Texas
$219K – – –
PP
320
PDS Planning
Ohio
$219K +$219K +4,230 New
BCA
321
Bay Colony Advisors
Massachusetts
$219K +$219K +4,241 New
FSCM
322
Front Street Capital Management
Montana
$218K +$218K +4,223 New
CB
323
Cadence Bank
Mississippi
$218K +$218K +4,226 New
GWS
324
Glassman Wealth Services
Virginia
$216K -$10.2K -197 -4%
EI
325
Ellevest Inc
New York
$213K +$826 +16 +0.4%
11 12
13
14 15