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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 %
MWPCG
351
Measured Wealth Private Client Group
New Hampshire
– -$959K -18,550 Closed
IWM
352
IHT Wealth Management
Illinois
– -$923K -17,861 Closed
MFS
353
Madrona Financial Services
Washington
– -$888K -17,172 Closed
CFS
354
CRA Financial Services
New Jersey
– -$866K -16,746 Closed
IA
355
IFG Advisory
Georgia
– -$793K -15,342 Closed
CA
356
Cetera Advisors
Colorado
– -$789K -15,257 Closed
APP
357
Avantax Planning Partners
Iowa
– -$785K -15,182 Closed
WWM
358
Western Wealth Management
Colorado
– -$781K -15,124 Closed
PWA
359
PCG Wealth Advisors
Kansas
– -$653K -12,632 Closed
CBN
360
Cadence Bank NA
Texas
– -$599K -11,587 Closed
IF
361
Ironwood Financial
Arizona
– -$534K -10,320 Closed
BWM
362
BT Wealth Management
Georgia
– -$519K -10,032 Closed
GWA
363
Geometric Wealth Advisors
District of Columbia
– -$511K -9,885 Closed
S
364
Surevest
California
– -$460K -8,907 Closed
Fisher Asset Management
365
Fisher Asset Management
Washington
– -$355K -6,859 Closed
BCM
366
Brookstone Capital Management
Illinois
– -$324K -6,391 Closed
AWA
367
Acorn Wealth Advisors
Michigan
– -$305K -5,904 Closed
RF
368
Resolute Financial
Massachusetts
– -$297K -5,749 Closed
VFP
369
Verus Financial Partners
Virginia
– -$275K -5,325 Closed
SWG
370
Summit Wealth Group
Vermont
– -$236K -4,559 Closed
PP
371
PDS Planning
Ohio
– -$219K -4,230 Closed
FSCM
372
Front Street Capital Management
Montana
– -$218K -4,223 Closed
GWS
373
Glassman Wealth Services
Virginia
– -$216K -4,183 Closed
WJA
374
Willis Johnson & Associates
Texas
– -$213K -4,124 Closed
PCI
375
Planning Center Inc
Illinois
– -$202K -4,065 Closed
12 13 14
15
16