DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

284 hedge funds and large institutions have $2.5B invested in Dimensional US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 11 closing their positions.

Holders
284
Holders Change
+24
Holders Change %
+9.23%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
44
Increased
89
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$27.1M
2
HWMG
2
Hurlow Wealth Management Group
Indiana
$16.3M
3
AF
3
Advisornet Financial
Minnesota
$12.7M
4
HWM
4
Hemington Wealth Management
Virginia
$10.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$220M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.83M
3
PL
3
Plancorp LLC
Missouri
$278M
4
CFO
4
CVA Family Office
Colorado
$0
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
3LCM
51
3D/L Capital Management
Connecticut
$6.24M -$382K -8,097 -6%
PCMC
52
Private Capital Management (Colorado)
Colorado
$5.9M -$13.6K -288 -0.2%
5L
53
55I LLC
Massachusetts
$5.88M +$957K +20,293 +19%
SFS
54
Sowell Financial Services
Arkansas
$5.87M -$53.3K -1,131 -0.9%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$5.83M -$3.44M -73,005 -37%
MA
56
Mutual Advisors
Nebraska
$5.75M – – –
Stifel Financial
57
Stifel Financial
Missouri
$5.64M +$36.5K +775 +0.7%
AWP
58
Abacus Wealth Partners
California
$5.55M +$47 +1 +0%
BCA
59
Berman Capital Advisors
Georgia
$4.94M +$4.94M +104,851 New
DAS
60
Dynamic Advisor Solutions
Arizona
$4.89M +$691K +14,655 +16%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$4.71M -$46K -976 -1%
IDA
62
Intelligence Driven Advisers
California
$4.71M -$179K -3,774 -4%
SC
63
Savant Capital
Illinois
$4.42M -$61.5K -1,305 -1%
GAM
64
Gemmer Asset Management
California
$4.42M +$21.6K +458 +0.5%
FEG
65
Fund Evaluation Group
Ohio
$4.28M – – –
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$4.27M -$80.7K -1,712 -2%
ASN
67
Advisory Services Network
Georgia
$4.16M -$34.8K -738 -0.8%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$3.9M +$40.6K +861 +1%
Bank of America
69
Bank of America
North Carolina
$3.8M +$3.8M +80,561 New
CAM
70
Cresset Asset Management
Illinois
$3.76M +$3.76M +79,788 New
BA
71
Bridgewater Advisors
New York
$3.66M +$2.78K +59 +0.1%
SHGA
72
Sand Hill Global Advisors
California
$3.57M – – –
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$3.13M -$67.9K -1,439 -2%
HR
74
Hardy Reed
Mississippi
$3.12M – – –
RSWM
75
Robertson Stephens Wealth Management
California
$3.08M -$5.19K -110 -0.2%
1 2
3
4 5