We are live on ! Find out more
DFUS

Dimensional US Equity ETF
DFUS

286 hedge funds and large institutions have $2.5B invested in Dimensional US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

9% more funds holding

Funds holding: 262 → 286 (+24)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

6% more capital invested

Capital invested by funds: $2.36B → $2.5B (+$140M)

1.96% more ownership

Funds ownership: 42.24% → 44.2% (+2%)

Holders
286
Holders Change
+24
Holders Change %
+9.16%
% of All Funds
5.01%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
44
Increased
90
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
+$27.8M
2
HWMG
Hurlow Wealth Management Group
Indiana
+$16.7M
3
AF
Advisornet Financial
Minnesota
+$13.1M
4
HWM
Hemington Wealth Management
Virginia
+$10.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.53M
3
PL
Plancorp LLC
Missouri
-$3.05M
4
CFO
CVA Family Office
Colorado
-$2.42M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
76
CWA Asset Management Group
Florida
$2.98M +$4.26K +88 +0.1%
MWM
77
Mission Wealth Management
California
$2.96M -$4.69K -97 -0.2%
EWM
78
Empirical Wealth Management
Washington
$2.86M – – –
UBS Group
79
UBS Group
Switzerland
$2.84M -$525K -10,855 -15%
FC
80
Financial Council
Maryland
$2.67M +$2.74M +56,564 New
Northern Trust
81
Northern Trust
Illinois
$2.66M -$2.25M -46,446 -45%
LP
82
LGL Partners
Pennsylvania
$2.63M – – –
W
83
WealthOne
New York
$2.59M -$10K -207 -0.4%
BP
84
Ballentine Partners
Massachusetts
$2.58M – – –
Brown Advisory
85
Brown Advisory
Maryland
$2.55M – – –
SWP
86
Stratos Wealth Partners
Ohio
$2.53M +$88K +1,819 +4%
CG
87
Colony Group
Massachusetts
$2.47M +$871 +18 +0%
SSC
88
Syverson Strege & Co
Iowa
$2.46M -$18.6K -385 -0.7%
IWC
89
Integrated Wealth Concepts
Massachusetts
$2.41M +$38.9K +804 +2%
MA
90
Montag & Associates
Georgia
$2.33M +$4.94K +102 +0.2%
PAG
91
Private Advisor Group
New Jersey
$2.3M +$1.54M +31,776 +187%
CCM
92
Carlson Capital Management
Minnesota
$2.27M +$435 +9 +0%
KPWS
93
Kestra Private Wealth Services
Texas
$2.1M +$134K +2,769 +7%
Betterment LLC
94
Betterment LLC
New York
$1.99M +$1.47M +30,326 +256%
SIAG
95
Safeguard Investment Advisory Group
California
$1.94M +$1.46M +30,162 +272%
AWM
96
Aprio Wealth Management
Georgia
$1.77M -$11.4K -235 -0.6%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$1.68M – – –
EPP
98
ETF Portfolio Partners
Kansas
$1.65M – – –
FWP
99
FAS Wealth Partners
Kansas
$1.65M +$4.64K +96 +0.3%
FWP
100
Falcon Wealth Planning
California
$1.65M +$282K +5,834 +20%
2 3
4
5 6

DFUS Hedge Fund Activity: Q3 2021 in Review

286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2021, worth a combined $2.5B — up 5.9% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFUS positions and 11 closed out — a net gain of 33 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $27.8M. The largest seller was Envestnet Asset Management, cutting an estimated $5.52M.

  • 286 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2021, up from 262 in Q2 2021.
  • Funds reported $2.5B of Dimensional US Equity ETF stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 44 funds opened new Dimensional US Equity ETF positions in Q3 2021 and 11 closed out, a net change of +33 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $27.8M added.
  • The largest Dimensional US Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2021.