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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 %
WJA
326
Willis Johnson & Associates
Texas
$213K +$213K +4,124 New
DHGWA
327
Dixon Hughes Goodman Wealth Advisors
North Carolina
$210K +$210K +4,069 New
MA
328
MJP Associates
Connecticut
$207K +$207K +3,978 New
Members Trust
329
Members Trust
Florida
$207K +$207K +4,000 New
FAM
330
Frontier Asset Management
Wyoming
$204K +$204K +3,952 New
PCI
331
Planning Center Inc
Illinois
$202K +$202K +4,065 New
ACI
332
Alpha Cubed Investments
California
$200K +$200K +3,877 New
TRCT
333
Tower Research Capital (TRC)
New York
$195K +$195K +3,770 New
RP
334
Rowlandmiller & Partners
Georgia
$174K +$174K +3,370 New
FCG
335
Financial Connections Group
California
$157K +$157K +3,043 New
TWM
336
Tradition Wealth Management
Minnesota
$145K +$569 +11 +0.4%
Wells Fargo
337
Wells Fargo
California
$142K +$132K +2,556 +1,374%
US Bancorp
338
US Bancorp
Minnesota
$141K – – –
IWP
339
IAG Wealth Partners
Wisconsin
$139K – – –
CFA
340
Carroll Financial Associates
North Carolina
$121K – – –
AA
341
Atmos Advisory
Pennsylvania
$121K +$121K +2,336 New
PP
342
PrairieView Partners
Minnesota
$118K – – –
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$116K – – –
FCB
344
First Command Bank
Texas
$97K – – –
APA
345
American Portfolios Advisors
New York
$89.4K +$15.6K +302 +21%
OC
346
Oakworth Capital
Alabama
$88K – – –
GT
347
Glenmede Trust
Pennsylvania
$68K – – –
PP
348
Pacifica Partners
Canada
$68K +$68K +1,341 New
SN
349
Sittner & Nelson
Oregon
$66K – – –
TFM
350
TFC Financial Management
Massachusetts
$65K – – –
11 12 13
14
15