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Dimensional US Equity ETF
DFUS

Overview Fund Activity

260 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 259 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
260
Holders Change
+259
Holders Change %
+25,900%
% of All Funds
4.54%
Holding in Top 10
24
Holding in Top 10 Change
+24
Holding in Top 10 Change %
%
% of All Funds
0.42%
New
259
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
1
Plancorp LLC
Missouri
$281M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$251M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$226M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$181M
5
TWA
5
TCI Wealth Advisors
Arizona
$98.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
101
Falcon Wealth Planning
California
$1.37M +$1.37M +29,083 New
SSB
102
Sandy Spring Bank
Maryland
$1.36M +$1.36M +28,881 New
UR
103
USCA RIA
Texas
$1.36M +$1.36M +28,752 New
PCA
104
Personal Capital Advisors
California
$1.33M +$1.33M +28,196 New
BFO
105
Biltmore Family Office
North Carolina
$1.32M +$1.32M +28,029 New
PWA
106
Pinnacle Wealth Advisors
Tennessee
$1.3M +$1.3M +27,500 New
PFP
107
Pinnacle Financial Partners
Tennessee
$1.3M +$1.3M +27,500 New
WAG
108
Winthrop Advisory Group
Massachusetts
$1.28M +$1.28M +27,214 New
WIA
109
World Investment Advisors
California
$1.22M +$1.22M +25,855 New
WAM
110
WNY Asset Management
New York
$1.21M +$1.21M +25,694 New
CPSAC
111
Chas P. Smith & Associates (CPS)
Florida
$1.19M +$1.19M +25,251 New
JPMorgan Chase & Co
112
JPMorgan Chase & Co
New York
$1.17M +$1.17M +24,781 New
PFBT
113
Parkside Financial Bank & Trust
Missouri
$1.14M +$1.14M +24,286 New
BFS
114
Bard Financial Services
Connecticut
$1.14M +$1.14M +24,230 New
ADL
115
Asset Dedication LLC
California
$1.1M +$1.1M +23,407 New
MCM
116
Manchester Capital Management
Vermont
$1.06M +$1.06M +22,559 New
PCIA
117
Prime Capital Investment Advisors
Kansas
$1.04M +$1.04M +22,110 New
BMCM
118
Bryn Mawr Capital Management
Pennsylvania
$1.04M +$1.04M +22,062 New
TF
119
TIAA FSB
Florida
$1.04M +$1.04M +22,078 New
AWA
120
Arete Wealth Advisors
Illinois
$1.04M +$1.04M +22,031 New
JCM
121
Jacobi Capital Management
Pennsylvania
$1.04M +$1.04M +21,979 New
EIA
122
Eldridge Investment Advisors
New Hampshire
$1.03M +$1.03M +21,925 New
IAN
123
Integrated Advisors Network
Texas
$1.01M +$1.01M +21,347 New
MWC
124
MBM Wealth Consultants
Missouri
$982K +$982K +20,831 New
MA
125
MUFG Americas
New York
$922K +$922K +19,559 New
3 4
5
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