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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
BAIA
76
Bel Air Investment Advisors
California
$2.51M +$2.48M +53,171 New
SSC
77
Syverson Strege & Co
Iowa
$2.47M +$2.45M +52,457 New
CG
78
Colony Group
Massachusetts
$2.46M +$2.44M +52,303 New
SWP
79
Stratos Wealth Partners
Ohio
$2.45M +$2.42M +51,920 New
CFO
80
CVA Family Office
Colorado
$2.42M +$2.39M +51,258 New
IWC
81
Integrated Wealth Concepts
Massachusetts
$2.37M +$2.35M +50,366 New
MA
82
Montag & Associates
Georgia
$2.32M +$2.29M +49,192 New
CCM
83
Carlson Capital Management
Minnesota
$2.27M +$2.25M +48,211 New
KPWS
84
Kestra Private Wealth Services
Texas
$1.97M +$1.95M +41,749 New
LFAS
85
Level Four Advisory Services
Texas
$1.95M +$1.93M +41,400 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$1.92M +$1.89M +40,644 New
AWM
87
Aprio Wealth Management
Georgia
$1.78M +$1.76M +37,731 New
BPA
88
Beacon Pointe Advisors
California
$1.75M +$1.73M +37,035 New
MHS
89
M Holdings Securities
Oregon
$1.74M +$1.72M +36,978 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$1.68M +$1.66M +35,634 New
EPP
91
ETF Portfolio Partners
Kansas
$1.65M +$1.63M +34,999 New
FWP
92
FAS Wealth Partners
Kansas
$1.65M +$1.63M +34,921 New
MCG
93
MACRO Consulting Group
New Jersey
$1.64M +$1.63M +34,868 New
AIC
94
Ameritas Investment Company
Nebraska
$1.64M +$1.62M +34,775 New
AFS
95
Annapolis Financial Services
Maryland
$1.59M +$1.58M +33,837 New
EWA
96
Exencial Wealth Advisors
Oklahoma
$1.52M +$1.51M +32,336 New
KCPG
97
Kavar Capital Partners Group
Kansas
$1.49M +$1.47M +31,524 New
CAN
98
Cetera Advisor Networks
California
$1.49M +$1.47M +31,530 New
BFS
99
Beacon Financial Strategies
North Carolina
$1.47M +$1.45M +31,203 New
Mariner
100
Mariner
Kansas
$1.41M +$1.39M +29,819 New
2 3
4
5 6

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.