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Dimensional US Equity ETF
DFUS

Overview Fund Activity

361 hedge funds and large institutions have $3.8B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+77
Holders Change %
+27.11%
% of All Funds
5.58%
Holding in Top 10
56
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+115.38%
% of All Funds
0.86%
New
95
Increased
101
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$88.9M
2
RRC
2
Relaxing Retirement Coach
Massachusetts
$32.7M
3
Mariner
3
Mariner
Kansas
$13.6M
4
AF
4
Advisornet Financial
Minnesota
$21.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$55.4M

Top Sellers

1
HWMG
1
Hurlow Wealth Management Group
Indiana
$0
2
HWM
2
Hemington Wealth Management
Virginia
$0
3
KAS
3
Kestra Advisory Services
Texas
$14.3M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$277M
5
PL
5
Plancorp LLC
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
5L
76
55I LLC
Massachusetts
$6.51M +$64.6K +1,250 +1%
PCMC
77
Private Capital Management (Colorado)
Colorado
$6.48M +$10.9K +211 +0.2%
Stifel Financial
78
Stifel Financial
Missouri
$6.24M +$60.1K +1,163 +1%
BAM
79
Bayshore Asset Management
Florida
$6.15M +$6.15M +118,976 New
WFA
80
Websterrogers Financial Advisors
South Carolina
$6.04M -$829K -16,043 -12%
JPMPWA
81
J.P. Morgan Private Wealth Advisors
California
$5.84M +$673K +13,022 +13%
AWP
82
Abacus Wealth Partners
California
$5.69M -$402K -7,778 -7%
KAM
83
Kraft Asset Management
Tennessee
$5.23M +$5.23M +101,246 New
DAS
84
Dynamic Advisor Solutions
Arizona
$4.86M -$503K -9,730 -9%
SC
85
Savant Capital
Illinois
$4.77M -$70K -1,353 -1%
GAM
86
Gemmer Asset Management
California
$4.73M -$111K -2,139 -2%
DWM
87
Dopkins Wealth Management
New York
$4.71M +$4.71M +91,071 New
WSTAM
88
Wilbanks Smith & Thomas Asset Management
Virginia
$4.68M +$2.33K +45 +0%
FEG
89
Fund Evaluation Group
Ohio
$4.65M -$35.4K -684 -0.8%
Bank of America
90
Bank of America
North Carolina
$4.6M +$430K +8,326 +10%
ASN
91
Advisory Services Network
Georgia
$4.56M – – –
CAM
92
Cresset Asset Management
Illinois
$4.28M +$155K +3,000 +4%
EWA
93
EverSource Wealth Advisors
Alabama
$4.26M +$4.26M +82,349 New
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$4.12M -$152K -2,949 -4%
MWM
95
Mission Wealth Management
California
$3.93M +$679K +13,131 +21%
SHGA
96
Sand Hill Global Advisors
California
$3.92M – – –
IDA
97
Intelligence Driven Advisers
California
$3.83M -$830K -17,627 -18%
UBS Group
98
UBS Group
Switzerland
$3.82M +$708K +13,688 +23%
BA
99
Bridgewater Advisors
New York
$3.81M -$207K -4,011 -5%
ALWM
100
Andrews Lucia Wealth Management
California
$3.71M +$3.71M +71,690 New
2 3
4
5 6