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Dimensional US Equity ETF
DFUS

Overview Fund Activity

284 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, 89 increasing their positions, 72 reducing their positions, and 11 closing their positions.

Holders
284
Holders Change
+24
Holders Change %
+9.23%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
44
Increased
89
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$27.1M
2
HWMG
2
Hurlow Wealth Management Group
Indiana
$16.3M
3
AF
3
Advisornet Financial
Minnesota
$12.7M
4
HWM
4
Hemington Wealth Management
Virginia
$10.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$220M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.83M
3
PL
3
Plancorp LLC
Missouri
$278M
4
CFO
4
CVA Family Office
Colorado
$0
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
76
CWA Asset Management Group
Florida
$2.98M +$4.15K +88 +0.1%
MWM
77
Mission Wealth Management
California
$2.96M -$4.58K -97 -0.2%
EWM
78
Empirical Wealth Management
Washington
$2.86M – – –
UBS Group
79
UBS Group
Switzerland
$2.84M -$512K -10,855 -15%
FC
80
Financial Council
Maryland
$2.67M +$2.67M +56,564 New
Northern Trust
81
Northern Trust
Illinois
$2.66M -$2.19M -46,446 -45%
LP
82
LGL Partners
Pennsylvania
$2.63M – – –
W
83
WealthOne
New York
$2.59M -$9.76K -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 +$85.8K +1,819 +4%
CG
87
Colony Group
Massachusetts
$2.47M +$849 +18 +0%
SSC
88
Syverson Strege & Co
Iowa
$2.46M -$18.2K -385 -0.7%
IWC
89
Integrated Wealth Concepts
Massachusetts
$2.41M +$37.9K +804 +2%
MA
90
Montag & Associates
Georgia
$2.33M +$4.81K +102 +0.2%
PAG
91
Private Advisor Group
New Jersey
$2.3M +$1.5M +31,776 +187%
CCM
92
Carlson Capital Management
Minnesota
$2.27M +$424 +9 +0%
KPWS
93
Kestra Private Wealth Services
Texas
$2.1M +$131K +2,769 +7%
Betterment LLC
94
Betterment LLC
New York
$1.99M +$1.43M +30,326 +256%
SIAG
95
Safeguard Investment Advisory Group
California
$1.94M +$1.42M +30,162 +272%
AWM
96
Aprio Wealth Management
Georgia
$1.77M -$11.1K -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 +$4.53K +96 +0.3%
FWP
100
Falcon Wealth Planning
California
$1.65M +$275K +5,834 +20%
2 3
4
5 6