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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 %
ACA
326
Atlas Capital Advisors
Wyoming
$37.3K – – –
JPMorgan Chase & Co
327
JPMorgan Chase & Co
New York
$34K -$1.61M -32,471 -98%
SC
328
Schubert & Co
Texas
$23K – – –
JFA
329
JNBA Financial Advisors
Minnesota
$12K -$4.98K -102 -29%
First Manhattan
330
First Manhattan
New York
$10K -$49 -1 -0.5%
TAM
331
Tucker Asset Management
Colorado
$3.27K – – –
WWM
332
Westwood Wealth Management
California
$363 – +9 +0.1%
LPL Financial
333
LPL Financial
California
– -$46M -889,623 Closed
MAM
334
McLean Asset Management
Virginia
– -$41.5M -810,842 Closed
AC
335
Apella Capital
Connecticut
– -$22.4M -433,311 Closed
PWM
336
PBMares Wealth Management
Virginia
– -$9.71M -187,768 Closed
DAS
337
Dynamic Advisor Solutions
Arizona
– -$4.86M -94,030 Closed
IDA
338
Intelligence Driven Advisers
California
– -$3.83M -81,356 Closed
SIAG
339
Safeguard Investment Advisory Group
California
– -$2.9M -56,056 Closed
PAG
340
Private Advisor Group
New Jersey
– -$2.84M -54,986 Closed
W
341
WealthOne
New York
– -$2.82M -54,618 Closed
SSC
342
Syverson Strege & Co
Iowa
– -$2.66M -51,362 Closed
IWC
343
Integrated Wealth Concepts
Massachusetts
– -$2.65M -51,196 Closed
Carson Wealth (CWM LLC)
344
Carson Wealth (CWM LLC)
Nebraska
– -$2.1M -40,644 Closed
AWM
345
Aprio Wealth Management
Georgia
– -$1.81M -34,969 Closed
NAM
346
NorthCrest Asset Manangement
Minnesota
– -$1.78M -34,498 Closed
SSB
347
Sandy Spring Bank
Maryland
– -$1.45M -28,039 Closed
AWM
348
AE Wealth Management
Kansas
– -$1.29M -25,004 Closed
Citadel Advisors
349
Citadel Advisors
Florida
– -$1.29M -24,850 Closed
MSFS
350
Main Street Financial Solutions
Pennsylvania
– -$1.03M -19,936 Closed
12 13
14
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