Dimensional US Equity ETF
DFUS
363 hedge funds and large institutions have $3.81B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 102 increasing their positions, 77 reducing their positions, and 13 closing their positions.
631% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 13
111% more funds holding in top 10
Funds holding in top 10: 27 → 57 (+30)
52% more capital invested
Capital invested by funds: $2.5B → $3.81B (+$1.31B)
32% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 77
27% more funds holding
Funds holding: 286 → 363 (+77)
16.83% more ownership
Funds ownership: 44.2% → 61.03% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$86.4M |
| 2 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
+$15.5M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$11.8M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$7.09M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWMG
Hurlow Wealth Management Group
Bloomington,
Indiana
|
-$16.3M |
| 2 |
HWM
Hemington Wealth Management
Falls Church,
Virginia
|
-$10.6M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$8M |
| 4 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$6.35M |
| 5 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$3.82M |
DFUS Hedge Fund Activity: Q4 2021 in Review
363 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q4 2021, worth a combined $3.81B — up 52% from $2.5B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new DFUS positions and 13 closed out — a net gain of 82 holders — while 102 added to existing stakes and 77 trimmed.
The largest buyer was Sequoia Financial Advisors, opening a new position worth an estimated $86.4M. The largest seller was Hurlow Wealth Management Group, exiting entirely with an estimated $16.3M sold.
- 363 institutional investors held Dimensional US Equity ETF (DFUS) as of Q4 2021, up from 286 in Q3 2021.
- Funds reported $3.81B of Dimensional US Equity ETF stock for Q4 2021, up 52% quarter-over-quarter.
- 95 funds opened new Dimensional US Equity ETF positions in Q4 2021 and 13 closed out, a net change of +82 holders.
- The largest Dimensional US Equity ETF buyer in Q4 2021 was Sequoia Financial Advisors, an estimated $86.4M added.
- The largest Dimensional US Equity ETF seller in Q4 2021 was Hurlow Wealth Management Group, an estimated $16.3M sold.
Based on aggregated 13F filings for Q4 2021.