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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
FPAS
51
Focus Partners Advisor Solutions
Missouri
$12.5M +$2.54M +52,623 +26%
WCWM
52
Willow Creek Wealth Management
California
$11.8M +$3M +61,959 +35%
SFS
53
Security Financial Services
Indiana
$11.1M -$412K -8,520 -4%
CA
54
Claris Advisors
Missouri
$10.8M +$122K +2,520 +1%
CPA
55
Cardiff Park Advisors
California
$10.5M +$318K +6,588 +3%
EH
56
Equitable Holdings
New York
$10.4M +$47.9K +991 +0.5%
HWM
57
Hemington Wealth Management
Virginia
$10.2M +$10.1M +208,661 New
RA
58
RFG Advisory
Alabama
$8.94M +$8.81M +182,340 New
TB
59
Treynor Bancshares
Iowa
$8.72M -$169K -3,487 -2%
PCMC
60
Private Capital Management (Colorado)
Colorado
$8.52M +$2.34M +48,474 +39%
CWM
61
CarsonAllaria Wealth Management
Illinois
$8.35M +$987K +20,420 +14%
HIGP
62
Hill Investment Group Partners
Missouri
$8.31M -$91.9K -1,901 -1%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$7.89M -$99.4K -2,057 -1%
RCAG
64
Rehmann Capital Advisory Group
Michigan
$7.85M +$249K +5,155 +3%
CPA
65
Capital Performance Advisors
California
$7.38M +$18.4K +381 +0.3%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$7.29M +$1.02M +21,110 +17%
IAG
67
Investmark Advisory Group
Connecticut
$7.27M +$521K +10,771 +8%
UCFA
68
United Capital Financial Advisors
Texas
$6.88M +$386K +7,979 +6%
TFA
69
Triad Financial Advisors
North Carolina
$6.54M +$63.7K +1,317 +1%
3LCM
70
3D/L Capital Management
Connecticut
$6.48M +$33.6K +695 +0.5%
PMG
71
ProVise Management Group
Florida
$6.21M -$815K -16,863 -12%
MA
72
Mutual Advisors
Nebraska
$5.98M -$610K -12,620 -9%
BAM
73
Bayshore Asset Management
Florida
$5.83M +$1.11K +23 +0%
Stifel Financial
74
Stifel Financial
Missouri
$5.78M -$131K -2,709 -2%
5L
75
55I LLC
Massachusetts
$5.76M -$410K -8,481 -7%

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.