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DFUS

Dimensional US Equity ETF
DFUS

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
–

Top Buyers

1
PL
Plancorp LLC
Missouri
+$278M
2
BSW
Buckingham Strategic Wealth
Missouri
+$248M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$223M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$179M
5
TWA
TCI Wealth Advisors
Arizona
+$97.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
51
Abacus Wealth Partners
California
$5.55M +$5.49M +117,765 New
5L
52
55I LLC
Massachusetts
$4.92M +$4.87M +104,408 New
Northern Trust
53
Northern Trust
Illinois
$4.84M +$4.79M +102,813 New
IDA
54
Intelligence Driven Advisers
California
$4.84M +$4.79M +102,757 New
JMPWA
55
JP Morgan Private Wealth Advisors
California
$4.75M +$4.7M +100,891 New
SC
56
Savant Capital
Illinois
$4.47M +$4.43M +94,940 New
GAM
57
Gemmer Asset Management
California
$4.39M +$4.34M +93,175 New
WSTAM
58
Wilbanks Smith & Thomas Asset Management
Virginia
$4.34M +$4.3M +92,164 New
FEG
59
Fund Evaluation Group
Ohio
$4.28M +$4.23M +90,708 New
DAS
60
Dynamic Advisor Solutions
Arizona
$4.2M +$4.15M +89,105 New
ASN
61
Advisory Services Network
Georgia
$4.19M +$4.15M +88,948 New
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$3.85M +$3.81M +81,793 New
BA
63
Bridgewater Advisors
New York
$3.66M +$3.62M +77,578 New
SHGA
64
Sand Hill Global Advisors
California
$3.57M +$3.53M +75,778 New
UBS Group
65
UBS Group
Switzerland
$3.35M +$3.31M +71,113 New
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$3.19M +$3.16M +67,786 New
HR
67
Hardy Reed
Mississippi
$3.12M +$3.08M +66,153 New
RSWM
68
Robertson Stephens Wealth Management
California
$3.09M +$3.05M +65,505 New
CAMG
69
CWA Asset Management Group
Florida
$2.99M +$2.94M +63,159 New
MWM
70
Mission Wealth Management
California
$2.96M +$2.93M +62,879 New
EWM
71
Empirical Wealth Management
Washington
$2.86M +$2.83M +60,670 New
LP
72
LGL Partners
Pennsylvania
$2.63M +$2.6M +55,743 New
W
73
WealthOne
New York
$2.6M +$2.57M +55,162 New
BP
74
Ballentine Partners
Massachusetts
$2.58M +$2.55M +54,670 New
Brown Advisory
75
Brown Advisory
Maryland
$2.55M +$2.52M +54,130 New
1 2
3
4 5

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.