DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

331 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, 113 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-30
Holders Change %
-8.31%
% of All Funds
5.24%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
26
Increased
113
Reduced
90
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$266M
2
Mariner
2
Mariner
Kansas
$34.9M
3
AF
3
Advisornet Financial
Minnesota
$40.9M
4
HWM
4
Hemington Wealth Management
Virginia
$10.2M
5
RA
5
RFG Advisory
Alabama
$8.94M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
MAM
2
McLean Asset Management
Virginia
$0
3
AC
3
Apella Capital
Connecticut
$0
4
PWM
4
PBMares Wealth Management
Virginia
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
51
Focus Partners Advisor Solutions
Missouri
$12.5M +$2.58M +52,623 +26%
WCWM
52
Willow Creek Wealth Management
California
$11.8M +$3.04M +61,959 +35%
SFS
53
Security Financial Services
Indiana
$11.1M -$418K -8,520 -4%
CA
54
Claris Advisors
Missouri
$10.8M +$124K +2,520 +1%
CPA
55
Cardiff Park Advisors
California
$10.5M +$323K +6,588 +3%
EH
56
Equitable Holdings
New York
$10.4M +$48.6K +991 +0.5%
HWM
57
Hemington Wealth Management
Virginia
$10.2M +$10.2M +208,661 New
RA
58
RFG Advisory
Alabama
$8.94M +$8.94M +182,340 New
TB
59
Treynor Bancshares
Iowa
$8.72M -$171K -3,487 -2%
PCMC
60
Private Capital Management (Colorado)
Colorado
$8.52M +$2.38M +48,474 +39%
CWM
61
CarsonAllaria Wealth Management
Illinois
$8.35M +$1M +20,420 +14%
HIGP
62
Hill Investment Group Partners
Missouri
$8.31M -$93.2K -1,901 -1%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$7.89M -$101K -2,057 -1%
RCAG
64
Rehmann Capital Advisory Group
Michigan
$7.85M +$253K +5,155 +3%
CPA
65
Capital Performance Advisors
California
$7.38M +$18.7K +381 +0.3%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$7.29M +$1.03M +21,110 +17%
IAG
67
Investmark Advisory Group
Connecticut
$7.27M +$528K +10,771 +8%
UCFA
68
United Capital Financial Advisors
Texas
$6.88M +$391K +7,979 +6%
TFA
69
Triad Financial Advisors
North Carolina
$6.54M +$64.6K +1,317 +1%
3LCM
70
3D/L Capital Management
Connecticut
$6.48M +$34.1K +695 +0.5%
PMG
71
ProVise Management Group
Florida
$6.21M -$827K -16,863 -12%
MA
72
Mutual Advisors
Nebraska
$5.98M -$619K -12,620 -9%
BAM
73
Bayshore Asset Management
Florida
$5.83M +$1.13K +23 +0%
Stifel Financial
74
Stifel Financial
Missouri
$5.78M -$133K -2,709 -2%
5L
75
55I LLC
Massachusetts
$5.76M -$416K -8,481 -7%
1 2
3
4 5