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DFUS

Dimensional US Equity ETF
DFUS

363 hedge funds and large institutions have $3.81B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

631% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 13

111% more funds holding in top 10

Funds holding in top 10: 27 → 57 (+30)

52% more capital invested

Capital invested by funds: $2.5B → $3.81B (+$1.31B)

32% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 77

27% more funds holding

Funds holding: 286 → 363 (+77)

16.83% more ownership

Funds ownership: 44.2% → 61.03% (+17%)

Holders
363
Holders Change
+77
Holders Change %
+26.92%
% of All Funds
5.59%
Holding in Top 10
57
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+111.11%
% of All Funds
0.88%
New
95
Increased
102
Reduced
77
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$86.4M
2
RRC
Relaxing Retirement Coach
Massachusetts
+$15.5M
3
Mariner
Mariner
Kansas
+$11.8M
4
AF
Advisornet Financial
Minnesota
+$7.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.67M

Top Sellers

Rank Fund Capital Flow
1
HWMG
Hurlow Wealth Management Group
Indiana
-$16.3M
2
HWM
Hemington Wealth Management
Virginia
-$10.6M
3
KAS
Kestra Advisory Services
Texas
-$8M
4
BSW
Buckingham Strategic Wealth
Missouri
-$6.35M
5
PL
Plancorp LLC
Missouri
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Wealthstream Advisors
New York
$36.9M +$35.9M +713,737 New
AAM
27
Austin Asset Management
Texas
$35.5M +$34.6M +687,461 New
1WM
28
1900 Wealth Management
Texas
$34.9M +$13.2K +262 +0%
RRC
29
Relaxing Retirement Coach
Massachusetts
$32.7M +$15.5M +309,151 +95%
AIS
30
American Investment Services
Massachusetts
$32.4M +$348K +6,933 +1%
SWA
31
Sax Wealth Advisors
New Jersey
$29.6M -$120K -2,388 -0.4%
HIG
32
Heritage Investment Group
Florida
$27.3M +$26.6M +528,419 New
RS
33
Retirement Solution
Washington
$26.9M +$928K +18,455 +4%
DFS
34
Dixon Fnancial Services
California
$26M +$25.3M +502,904 New
AC
35
Apella Capital
Connecticut
$22.4M -$82.1K -1,634 -0.4%
CPIG
36
Chicago Partners Investment Group
Illinois
$22M +$442K +8,799 +2%
MML Investors Services
37
MML Investors Services
Massachusetts
$21.6M +$2.16M +43,071 +12%
AF
38
Advisornet Financial
Minnesota
$21.3M +$7.09M +141,109 +52%
LFG
39
Larson Financial Group
Missouri
$21M +$722K +14,373 +4%
DEM
40
Disciplined Equity Management
Florida
$20.9M +$20.3M +403,963 New
AC
41
AWM Capital
Arizona
$20.7M -$175K -3,485 -0.9%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$19.9M +$271K +5,387 +1%
JTWM
43
Jackson Thornton Wealth Management
Alabama
$18.8M +$18.3M +364,359 New
WIM
44
Warwick Investment Management
Texas
$18.1M +$17.6M +350,414 New
CL
45
CPWM LLC
Washington
$17.7M – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$16.8M -$308K -6,119 -2%
AP
47
Adero Partners
California
$14.9M – – –
KAS
48
Kestra Advisory Services
Texas
$14.3M -$8M -159,196 -36%
Mariner
49
Mariner
Kansas
$13.6M +$11.8M +234,025 +785%
KAM
50
KEB Asset Management
Illinois
$13.6M +$13.2M +263,375 New
1
2
3 4 5

DFUS Hedge Fund Activity: Q4 2021 in Review

363 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2021, worth a combined $3.81B — up 52% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new DFUS positions and 13 closed out — a net gain of 82 holders — while 102 added to existing stakes and 77 trimmed.

The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $86.4M. The largest seller was Hurlow Wealth Management Group, exiting entirely with an estimated $16.3M sold.

  • 363 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2021, up from 286 in Q3 2021.
  • Funds reported $3.81B of Dimensional US Equity ETF stock for Q4 2021, up 52% quarter-over-quarter.
  • 95 funds opened new Dimensional US Equity ETF positions in Q4 2021 and 13 closed out, a net change of +82 holders.
  • The largest Dimensional US Equity ETF buyer in Q4 2021 was Sequoia Financial Advisors, an estimated $86.4M added.
  • The largest Dimensional US Equity ETF seller in Q4 2021 was Hurlow Wealth Management Group, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2021.