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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
WA
26
Wealthstream Advisors
New York
$35.7M +$684K +14,143 +2%
Mariner
27
Mariner
Kansas
$34.9M +$21.6M +447,274 +170%
AAM
28
Austin Asset Management
Texas
$34.7M +$964K +19,952 +3%
1WM
29
1900 Wealth Management
Texas
$33.6M +$450K +9,303 +1%
AIS
30
American Investment Services
Massachusetts
$30.6M -$62.1K -1,284 -0.2%
RS
31
Retirement Solution
Washington
$28.1M +$2.5M +51,732 +10%
SWA
32
Sax Wealth Advisors
New Jersey
$27.2M -$864K -17,878 -3%
HIG
33
Heritage Investment Group
Florida
$25.8M -$67.7K -1,401 -0.3%
DFS
34
Dixon Fnancial Services
California
$24.5M -$171K -3,535 -0.7%
MML Investors Services
35
MML Investors Services
Massachusetts
$21.8M +$1.36M +28,183 +7%
DEM
36
Disciplined Equity Management
Florida
$20.2M +$413K +8,552 +2%
LFG
37
Larson Financial Group
Missouri
$20M +$35K +723 +0.2%
CPIG
38
Chicago Partners Investment Group
Illinois
$19.9M +$489K +10,113 +2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$18.5M -$419K -8,671 -2%
CL
40
CPWM LLC
Washington
$17.9M -$543K -11,240 -3%
BPA
41
Beacon Pointe Advisors
California
$17.9M +$7.47M +154,549 +74%
JTWM
42
Jackson Thornton Wealth Management
Alabama
$17.7M -$194K -4,016 -1%
WIM
43
Warwick Investment Management
Texas
$17.3M +$81.2K +1,679 +0.5%
AC
44
AWM Capital
Arizona
$17.1M -$2.5M -51,633 -13%
HighTower Advisors
45
HighTower Advisors
Illinois
$16.4M +$504K +10,436 +3%
KAS
46
Kestra Advisory Services
Texas
$14.8M +$1.19M +24,585 +9%
AP
47
Adero Partners
California
$14.1M
SP
48
Symmetry Partners
Connecticut
$13M +$1.35M +27,958 +12%
KAM
49
KEB Asset Management
Illinois
$12.7M -$172K -3,558 -1%
RCI
50
RS Crum Inc
California
$12.6M +$610K +12,629 +5%

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.