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DFUS

Dimensional US Equity ETF

262 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 262 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.24% more ownership

Funds ownership: 0%42.24% (+42%)

Holders
262
Holders Change
+262
Holders Change %
% of All Funds
4.56%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.44%
New
262
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
CPWM LLC
Washington
$19.1M +$18.9M +405,255 New
LFG
27
Larson Financial Group
Missouri
$17.2M +$17M +364,625 New
KAS
28
Kestra Advisory Services
Texas
$14.7M +$14.5M +311,089 New
AP
29
Adero Partners
California
$13.6M +$13.4M +288,299 New
HighTower Advisors
30
HighTower Advisors
Illinois
$12.9M +$12.8M +273,628 New
MML Investors Services
31
MML Investors Services
Massachusetts
$12.8M +$12.7M +271,796 New
RRC
32
Relaxing Retirement Coach
Massachusetts
$12M +$11.9M +254,253 New
SP
33
Symmetry Partners
Connecticut
$11.2M +$11M +236,959 New
EH
34
Equitable Holdings
New York
$9.46M +$9.36M +200,779 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$9.26M +$9.16M +196,550 New
PWM
36
PBMares Wealth Management
Virginia
$9.24M +$9.14M +196,066 New
HIGP
37
Hill Investment Group Partners
Missouri
$8.52M +$8.42M +180,709 New
WCWM
38
Willow Creek Wealth Management
California
$8.28M +$8.19M +175,713 New
Osaic Holdings
39
Osaic Holdings
Arizona
$8.15M +$8.06M +172,985 New
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$7.68M +$7.59M +162,937 New
MAS
41
Managed Account Services
Florida
$7.08M +$7.01M +150,323 New
UCFA
42
United Capital Financial Advisors
Texas
$6.68M +$6.61M +141,706 New
3LCM
43
3D/L Capital Management
Connecticut
$6.62M +$6.55M +140,437 New
WFA
44
Websterrogers Financial Advisors
South Carolina
$6.25M +$6.27M +134,577 New
RCAG
45
Rehmann Capital Advisory Group
Michigan
$6.02M +$5.9M +126,652 New
SFS
46
Sowell Financial Services
Arkansas
$5.91M +$5.85M +125,486 New
PCMC
47
Private Capital Management (Colorado)
Colorado
$5.91M +$5.85M +125,439 New
MA
48
Mutual Advisors
Nebraska
$5.75M +$5.68M +121,935 New
Stifel Financial
49
Stifel Financial
Missouri
$5.59M +$5.53M +118,711 New
OCM
50
Oakwood Capital Management
California
$5.56M +$5.5M +117,988 New

DFUS Hedge Fund Activity: Q2 2021 in Review

262 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2021, worth a combined $2.36B.

Buyers outnumbered sellers: 262 funds opened new DFUS positions and 0 closed out — a net gain of 262 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Plancorp LLC, opening a new position worth an estimated $278M.

  • 262 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $2.36B of Dimensional US Equity ETF stock for Q2 2021.
  • 262 funds opened new Dimensional US Equity ETF positions in Q2 2021 and 0 closed out, a net change of +262 holders.
  • The largest Dimensional US Equity ETF buyer in Q2 2021 was Plancorp LLC, an estimated $278M added.

Based on aggregated 13F filings for Q2 2021.