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DFUS

Dimensional US Equity ETF

333 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, 114 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 90

2.35% less ownership

Funds ownership: 61.03%58.67% (-2.4%)

6% less capital invested

Capital invested by funds: $3.81B → $3.58B (-$225M)

8% less funds holding

Funds holding: 363333 (-30)

9% less funds holding in top 10

Funds holding in top 10: 5752 (-5)

51% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 53

Holders
333
Holders Change
-30
Holders Change %
-8.26%
% of All Funds
5.25%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.82%
New
26
Increased
114
Reduced
90
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$46K +$45.4K +939 New
GG
327
Gleason Group
Kentucky
$40K +$97 +2 +0.2%
ACA
328
Atlas Capital Advisors
Wyoming
$37.3K
JP Morgan Chase
329
JP Morgan Chase
New York
$34K -$1.57M -32,471 -98%
SC
330
Schubert & Co
Texas
$23K
JFA
331
JNBA Financial Advisors
Minnesota
$12K -$4.93K -102 -29%
First Manhattan
332
First Manhattan
New York
$10K -$48 -1 -0.5%
TAM
333
Tucker Asset Management
Colorado
$3.27K
WWM
334
Westwood Wealth Management
California
$363 +$435 +9 +0.1%
LPL Financial
335
LPL Financial
California
-$46M -889,623 Closed
MAM
336
McLean Asset Management
Virginia
-$41.5M -810,842 Closed
AC
337
Apella Capital
Connecticut
-$22.4M -433,311 Closed
PWM
338
PBMares Wealth Management
Virginia
-$9.71M -187,768 Closed
DAS
339
Dynamic Advisor Solutions
Arizona
-$4.86M -94,030 Closed
IDA
340
Intelligence Driven Advisers
California
-$3.83M -81,356 Closed
SIAG
341
Safeguard Investment Advisory Group
California
-$2.9M -56,056 Closed
PAG
342
Private Advisor Group
New Jersey
-$2.84M -54,986 Closed
W
343
WealthOne
New York
-$2.82M -54,618 Closed
SSC
344
Syverson Strege & Co
Iowa
-$2.65M -51,362 Closed
IWC
345
Integrated Wealth Concepts
Massachusetts
-$2.65M -51,196 Closed
Carson Wealth (CWM LLC)
346
Carson Wealth (CWM LLC)
Nebraska
-$2.1M -40,644 Closed
AWM
347
Aprio Wealth Management
Georgia
-$1.81M -34,969 Closed
NAM
348
NorthCrest Asset Manangement
Minnesota
-$1.78M -34,498 Closed
SSB
349
Sandy Spring Bank
Maryland
-$1.45M -28,039 Closed
AWM
350
AE Wealth Management
Kansas
-$1.29M -25,004 Closed

DFUS Hedge Fund Activity: Q1 2022 in Review

333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2022, worth a combined $3.58B — down 5.9% from $3.81B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of DFUS and 26 opened new positions — a net loss of 27 holders — while 90 trimmed existing stakes and 114 added.

The largest buyer was Envestnet Asset Management, adding an estimated $37.1M. The largest seller was LPL Financial, exiting entirely with an estimated $46M sold.

  • 333 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2022, down from 363 in Q4 2021.
  • Funds reported $3.58B of Dimensional US Equity ETF stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 26 funds opened new Dimensional US Equity ETF positions in Q1 2022 and 53 closed out, a net change of -27 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $37.1M added.
  • The largest Dimensional US Equity ETF seller in Q1 2022 was LPL Financial, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2022.