DFUS icon

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 %
RCI
51
RS Crum Inc
California
$12.6M +$12.6M +244,026 New
SP
52
Symmetry Partners
Connecticut
$12.3M +$52 +1 +0%
SFS
53
Security Financial Services
Indiana
$12.2M +$12.2M +235,023 New
CA
54
Claris Advisors
Missouri
$11.2M +$11.2M +216,915 New
EH
55
Equitable Holdings
New York
$10.9M +$125K +2,426 +1%
BPA
56
Beacon Pointe Advisors
California
$10.8M -$214K -4,144 -2%
CPA
57
Cardiff Park Advisors
California
$10.7M +$10.7M +207,262 New
FPAS
58
Focus Partners Advisor Solutions
Missouri
$10.5M +$10.5M +203,298 New
PWM
59
PBMares Wealth Management
Virginia
$9.71M -$188K -3,632 -2%
TB
60
Treynor Bancshares
Iowa
$9.37M +$9.37M +181,314 New
WCWM
61
Willow Creek Wealth Management
California
$9.26M +$89.5K +1,732 +1%
HIGP
62
Hill Investment Group Partners
Missouri
$8.86M -$384K -7,426 -4%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$8.43M +$2.64K +51 +0%
Osaic Holdings
64
Osaic Holdings
Arizona
$8.03M -$540K -10,443 -6%
RCAG
65
Rehmann Capital Advisory Group
Michigan
$8.01M +$664K +12,846 +9%
CWM
66
CarsonAllaria Wealth Management
Illinois
$7.75M +$7.75M +149,898 New
PMG
67
ProVise Management Group
Florida
$7.42M +$342K +6,624 +5%
IAG
68
Investmark Advisory Group
Connecticut
$7.11M +$7.11M +137,537 New
CPA
69
Capital Performance Advisors
California
$7.02M +$7.02M +150,238 New
MA
70
Mutual Advisors
Nebraska
$6.96M +$652K +12,620 +10%
UCFA
71
United Capital Financial Advisors
Texas
$6.84M -$440K -8,517 -6%
TFA
72
Triad Financial Advisors
North Carolina
$6.83M +$6.83M +132,130 New
3LCM
73
3D/L Capital Management
Connecticut
$6.8M -$39.5K -764 -0.6%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$6.6M +$210K +4,054 +3%
SFS
75
Sowell Financial Services
Arkansas
$6.59M +$156K +3,012 +2%
1 2
3
4 5