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DFUS

Dimensional US Equity ETF
DFUS

262 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 262 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.24% more ownership

Funds ownership: 0% → 42.24% (+42%)

Holders
262
Holders Change
+262
Holders Change %
–
% of All Funds
4.56%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.44%
New
262
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
Plancorp LLC
Missouri
+$278M
2
BSW
Buckingham Strategic Wealth
Missouri
+$248M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$223M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$179M
5
TWA
TCI Wealth Advisors
Arizona
+$97.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
101
Raymond James & Associates
Florida
$1.39M +$1.38M +29,563 New
FWP
102
Falcon Wealth Planning
California
$1.37M +$1.36M +29,083 New
SSB
103
Sandy Spring Bank
Maryland
$1.36M +$1.35M +28,881 New
UR
104
USCA RIA
Texas
$1.35M +$1.34M +28,752 New
PCA
105
Personal Capital Advisors
California
$1.33M +$1.31M +28,196 New
BFO
106
Biltmore Family Office
North Carolina
$1.32M +$1.31M +28,029 New
PFPT
107
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.3M +$1.28M +27,500 New
PWA
108
Pinnacle Wealth Advisors
Tennessee
$1.3M +$1.28M +27,500 New
WAG
109
Winthrop Advisory Group
Massachusetts
$1.28M +$1.27M +27,214 New
WIA
110
World Investment Advisors
California
$1.22M +$1.21M +25,855 New
WAM
111
WNY Asset Management
New York
$1.21M +$1.2M +25,694 New
CPSAC
112
Chas P. Smith & Associates (CPS)
Florida
$1.19M +$1.18M +25,251 New
JP Morgan Chase
113
JP Morgan Chase
New York
$1.17M +$1.16M +24,781 New
PFBT
114
Parkside Financial Bank & Trust
Missouri
$1.14M +$1.13M +24,286 New
BFS
115
Bard Financial Services
Connecticut
$1.14M +$1.13M +24,230 New
ADL
116
Asset Dedication LLC
California
$1.1M +$1.09M +23,407 New
MCM
117
Manchester Capital Management
Vermont
$1.06M +$1.05M +22,559 New
PCIA
118
Prime Capital Investment Advisors
Kansas
$1.04M +$1.03M +22,110 New
BMCM
119
Bryn Mawr Capital Management
Pennsylvania
$1.04M +$1.03M +22,062 New
TF
120
TIAA FSB
Florida
$1.04M +$1.03M +22,078 New
AWA
121
Arete Wealth Advisors
Illinois
$1.04M +$1.03M +22,031 New
JCM
122
Jacobi Capital Management
Pennsylvania
$1.04M +$1.02M +21,979 New
EIA
123
Eldridge Investment Advisors
New Hampshire
$1.03M +$1.02M +21,925 New
IAN
124
Integrated Advisors Network
Texas
$1.01M +$995K +21,347 New
MWC
125
MBM Wealth Consultants
Missouri
$982K +$971K +20,831 New
3 4
5
6 7

DFUS Hedge Fund Activity: Q2 2021 in Review

262 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2021, worth a combined $2.36B.

Buyers outnumbered sellers: 262 funds opened new DFUS positions and 0 closed out — a net gain of 262 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Plancorp LLC, opening a new position worth an estimated $278M.

  • 262 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $2.36B of Dimensional US Equity ETF stock for Q2 2021.
  • 262 funds opened new Dimensional US Equity ETF positions in Q2 2021 and 0 closed out, a net change of +262 holders.
  • The largest Dimensional US Equity ETF buyer in Q2 2021 was Plancorp LLC, an estimated $278M added.

Based on aggregated 13F filings for Q2 2021.