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Dimensional US Equity ETF
DFUS

Overview Fund Activity

361 hedge funds and large institutions have $3.8B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+77
Holders Change %
+27.11%
% of All Funds
5.58%
Holding in Top 10
56
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+115.38%
% of All Funds
0.86%
New
95
Increased
101
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$88.9M
2
RRC
2
Relaxing Retirement Coach
Massachusetts
$32.7M
3
Mariner
3
Mariner
Kansas
$13.6M
4
AF
4
Advisornet Financial
Minnesota
$21.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$55.4M

Top Sellers

1
HWMG
1
Hurlow Wealth Management Group
Indiana
$0
2
HWM
2
Hemington Wealth Management
Virginia
$0
3
KAS
3
Kestra Advisory Services
Texas
$14.3M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$277M
5
PL
5
Plancorp LLC
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
26
Wealthstream Advisors
New York
$36.9M +$36.9M +713,737 New
AAM
27
Austin Asset Management
Texas
$35.5M +$35.5M +687,461 New
1WM
28
1900 Wealth Management
Texas
$34.9M +$13.5K +262 +0%
RRC
29
Relaxing Retirement Coach
Massachusetts
$32.7M +$16M +309,151 +95%
AIS
30
American Investment Services
Massachusetts
$32.4M +$358K +6,933 +1%
SWA
31
Sax Wealth Advisors
New Jersey
$29.6M -$123K -2,388 -0.4%
HIG
32
Heritage Investment Group
Florida
$27.3M +$27.3M +528,419 New
RS
33
Retirement Solution
Washington
$26.9M +$954K +18,455 +4%
DFS
34
Dixon Fnancial Services
California
$26M +$26M +502,904 New
AC
35
Apella Capital
Connecticut
$22.4M -$84.5K -1,634 -0.4%
CPIG
36
Chicago Partners Investment Group
Illinois
$22M +$420K +8,799 +2%
MML Investors Services
37
MML Investors Services
Massachusetts
$21.6M +$2.23M +43,071 +12%
AF
38
Advisornet Financial
Minnesota
$21.3M +$7.3M +141,109 +52%
LFG
39
Larson Financial Group
Missouri
$21M +$743K +14,373 +4%
DEM
40
Disciplined Equity Management
Florida
$20.9M +$20.9M +403,963 New
AC
41
AWM Capital
Arizona
$20.7M -$180K -3,485 -0.9%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$19.9M +$279K +5,387 +1%
JTWM
43
Jackson Thornton Wealth Management
Alabama
$18.8M +$18.8M +364,359 New
WIM
44
Warwick Investment Management
Texas
$18.1M +$18.1M +350,414 New
CL
45
CPWM LLC
Washington
$17.7M – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$16.8M -$316K -6,119 -2%
AP
47
Adero Partners
California
$14.9M – – –
KAS
48
Kestra Advisory Services
Texas
$14.3M -$8.23M -159,196 -36%
Mariner
49
Mariner
Kansas
$13.6M +$12.1M +234,025 +785%
KAM
50
KEB Asset Management
Illinois
$13.6M +$13.6M +263,375 New
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