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Dimensional US Equity ETF
DFUS

Overview Fund Activity

260 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 259 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
260
Holders Change
+259
Holders Change %
+25,900%
% of All Funds
4.54%
Holding in Top 10
24
Holding in Top 10 Change
+24
Holding in Top 10 Change %
%
% of All Funds
0.42%
New
259
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
1
Plancorp LLC
Missouri
$281M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$251M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$226M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$181M
5
TWA
5
TCI Wealth Advisors
Arizona
$98.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
BAIA
76
Bel Air Investment Advisors
California
$2.51M +$2.51M +53,171 New
SSC
77
Syverson Strege & Co
Iowa
$2.47M +$2.47M +52,457 New
CG
78
Colony Group
Massachusetts
$2.47M +$2.47M +52,303 New
SWP
79
Stratos Wealth Partners
Ohio
$2.45M +$2.45M +51,920 New
CFO
80
CVA Family Office
Colorado
$2.42M +$2.42M +51,258 New
IWC
81
Integrated Wealth Concepts
Massachusetts
$2.37M +$2.37M +50,366 New
MA
82
Montag & Associates
Georgia
$2.32M +$2.32M +49,192 New
CCM
83
Carlson Capital Management
Minnesota
$2.27M +$2.27M +48,211 New
KPWS
84
Kestra Private Wealth Services
Texas
$1.97M +$1.97M +41,749 New
LFAS
85
Level Four Advisory Services
Texas
$1.95M +$1.95M +41,400 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$1.92M – – –
AWM
87
Aprio Wealth Management
Georgia
$1.78M +$1.78M +37,731 New
BPA
88
Beacon Pointe Advisors
California
$1.75M +$1.75M +37,035 New
MHS
89
M Holdings Securities
Oregon
$1.74M +$1.74M +36,978 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$1.68M +$1.68M +35,634 New
EPP
91
ETF Portfolio Partners
Kansas
$1.65M +$1.65M +34,999 New
FWP
92
FAS Wealth Partners
Kansas
$1.65M +$1.65M +34,921 New
MCG
93
MACRO Consulting Group
New Jersey
$1.64M +$1.64M +34,868 New
AIC
94
Ameritas Investment Company
Nebraska
$1.64M +$1.64M +34,775 New
AFS
95
Annapolis Financial Services
Maryland
$1.6M +$1.6M +33,837 New
EWA
96
Exencial Wealth Advisors
Oklahoma
$1.52M +$1.52M +32,336 New
KCPG
97
Kavar Capital Partners Group
Kansas
$1.49M +$1.49M +31,524 New
CAN
98
Cetera Advisor Networks
California
$1.49M +$1.49M +31,530 New
Mariner
99
Mariner
Kansas
$1.41M +$1.41M +29,819 New
RJA
100
Raymond James & Associates
Florida
$1.39M +$1.39M +29,563 New
2 3
4
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