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DFUS

Dimensional US Equity ETF

333 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, 114 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 90

2.35% less ownership

Funds ownership: 61.03%58.67% (-2.4%)

6% less capital invested

Capital invested by funds: $3.81B → $3.58B (-$225M)

8% less funds holding

Funds holding: 363333 (-30)

9% less funds holding in top 10

Funds holding in top 10: 5752 (-5)

51% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 53

Holders
333
Holders Change
-30
Holders Change %
-8.26%
% of All Funds
5.25%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.82%
New
26
Increased
114
Reduced
90
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$5.43M -$101K -2,083 -2%
Bank of America
77
Bank of America
North Carolina
$5.26M +$886K +18,323 +21%
KAM
78
Kraft Asset Management
Tennessee
$4.92M -$40.4K -835 -0.8%
SFS
79
Sowell Financial Services
Arkansas
$4.7M -$1.52M -31,428 -25%
GAM
80
Gemmer Asset Management
California
$4.54M +$55.2K +1,142 +1%
SC
81
Savant Capital
Illinois
$4.44M -$84.6K -1,751 -2%
DWM
82
Dopkins Wealth Management
New York
$4.38M -$78.9K -1,632 -2%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$4.37M +$456K +9,430 +12%
MWM
84
Mission Wealth Management
California
$4.34M +$606K +12,536 +17%
FEG
85
Fund Evaluation Group
Ohio
$4.33M -$82.5K -1,707 -2%
Osaic Holdings
86
Osaic Holdings
Arizona
$4.28M -$3.29M -68,034 -44%
ASN
87
Advisory Services Network
Georgia
$4.26M -$66.6K -1,378 -2%
EWA
88
EverSource Wealth Advisors
Alabama
$4.04M +$4.11K +85 +0.1%
WSTAM
89
Wilbanks Smith & Thomas Asset Management
Virginia
$4M -$81.7K -1,691 -2%
CAM
90
Cresset Asset Management
Illinois
$3.76M -$291K -6,022 -7%
CFO
91
CVA Family Office
Colorado
$3.75M +$964K +19,933 +35%
AC
92
Applied Capital
Arkansas
$3.72M +$3.66M +75,799 New
SHGA
93
Sand Hill Global Advisors
California
$3.71M
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 -$2.14M -44,363 -38%
Betterment LLC
97
Betterment LLC
New York
$3.54M +$929K +19,209 +36%
UBS Group
98
UBS Group
Switzerland
$3.53M -$92.7K -1,917 -3%
HR
99
Hardy Reed
Mississippi
$3.24M
RSWM
100
Robertson Stephens Wealth Management
California
$3.16M

DFUS Hedge Fund Activity: Q1 2022 in Review

333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2022, worth a combined $3.58B — down 5.9% from $3.81B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of DFUS and 26 opened new positions — a net loss of 27 holders — while 90 trimmed existing stakes and 114 added.

The largest buyer was Envestnet Asset Management, adding an estimated $37.1M. The largest seller was LPL Financial, exiting entirely with an estimated $46M sold.

  • 333 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2022, down from 363 in Q4 2021.
  • Funds reported $3.58B of Dimensional US Equity ETF stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 26 funds opened new Dimensional US Equity ETF positions in Q1 2022 and 53 closed out, a net change of -27 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $37.1M added.
  • The largest Dimensional US Equity ETF seller in Q1 2022 was LPL Financial, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2022.