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Dimensional US Equity ETF
DFUS

Overview Fund Activity

331 hedge funds and large institutions have $3.58B invested in Dimensional US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-30
Holders Change %
-8.31%
% of All Funds
5.24%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
26
Increased
113
Reduced
90
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$266M
2
Mariner
2
Mariner
Kansas
$34.9M
3
AF
3
Advisornet Financial
Minnesota
$40.9M
4
HWM
4
Hemington Wealth Management
Virginia
$10.2M
5
RA
5
RFG Advisory
Alabama
$8.94M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
MAM
2
McLean Asset Management
Virginia
$0
3
AC
3
Apella Capital
Connecticut
$0
4
PWM
4
PBMares Wealth Management
Virginia
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$5.43M -$102K -2,083 -2%
Bank of America
77
Bank of America
North Carolina
$5.26M +$898K +18,323 +21%
KAM
78
Kraft Asset Management
Tennessee
$4.92M -$40.9K -835 -0.8%
SFS
79
Sowell Financial Services
Arkansas
$4.7M -$1.54M -31,428 -25%
GAM
80
Gemmer Asset Management
California
$4.54M +$56K +1,142 +1%
SC
81
Savant Capital
Illinois
$4.44M -$85.8K -1,751 -2%
DWM
82
Dopkins Wealth Management
New York
$4.38M -$80K -1,632 -2%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$4.37M +$462K +9,430 +12%
MWM
84
Mission Wealth Management
California
$4.34M +$615K +12,536 +17%
FEG
85
Fund Evaluation Group
Ohio
$4.33M -$83.7K -1,707 -2%
Osaic Holdings
86
Osaic Holdings
Arizona
$4.28M -$3.33M -68,034 -44%
ASN
87
Advisory Services Network
Georgia
$4.26M -$67.6K -1,378 -2%
EWA
88
EverSource Wealth Advisors
Alabama
$4.04M +$4.17K +85 +0.1%
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$4M -$76.2K -1,691 -2%
CAM
90
Cresset Asset Management
Illinois
$3.76M -$295K -6,022 -7%
CFO
91
CVA Family Office
Colorado
$3.75M +$977K +19,933 +35%
AC
92
Applied Capital
Arkansas
$3.72M +$3.72M +75,799 New
SHGA
93
Sand Hill Global Advisors
California
$3.72M – – –
ALWM
94
Andrews Lucia Wealth Management
California
$3.71M – – –
BA
95
Bridgewater Advisors
New York
$3.61M – – –
WFA
96
Websterrogers Financial Advisors
South Carolina
$3.56M -$2.18M -44,363 -38%
Betterment LLC
97
Betterment LLC
New York
$3.54M +$942K +19,209 +36%
UBS Group
98
UBS Group
Switzerland
$3.53M -$94K -1,917 -3%
HR
99
Hardy Reed
Mississippi
$3.24M – – –
RSWM
100
Robertson Stephens Wealth Management
California
$3.16M – – –
2 3
4
5 6