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DFUS

Dimensional US Equity ETF
DFUS

286 hedge funds and large institutions have $2.5B invested in Dimensional US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

9% more funds holding

Funds holding: 262 → 286 (+24)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

6% more capital invested

Capital invested by funds: $2.36B → $2.5B (+$140M)

1.96% more ownership

Funds ownership: 42.24% → 44.2% (+2%)

Holders
286
Holders Change
+24
Holders Change %
+9.16%
% of All Funds
5.01%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
44
Increased
90
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
+$27.8M
2
HWMG
Hurlow Wealth Management Group
Indiana
+$16.7M
3
AF
Advisornet Financial
Minnesota
+$13.1M
4
HWM
Hemington Wealth Management
Virginia
+$10.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.53M
3
PL
Plancorp LLC
Missouri
-$3.05M
4
CFO
CVA Family Office
Colorado
-$2.42M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
101
Truepoint Inc
Ohio
$1.62M +$1.66M +34,343 New
AFS
102
Annapolis Financial Services
Maryland
$1.6M +$3.29K +68 +0.2%
CAN
103
Cetera Advisor Networks
California
$1.59M +$106K +2,184 +7%
VCA
104
Verdence Capital Advisors
Maryland
$1.53M +$1.57M +32,430 New
KCPG
105
Kavar Capital Partners Group
Kansas
$1.49M +$4.16K +86 +0.3%
BFS
106
Beacon Financial Strategies
North Carolina
$1.47M – – –
RJA
107
Raymond James & Associates
Florida
$1.46M +$64.8K +1,339 +5%
MA
108
MUFG Americas
New York
$1.45M +$538K +11,114 +57%
IWN
109
Independent Wealth Network
Iowa
$1.44M +$1.37M +28,236 New
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$1.43M +$1.47M +30,353 New
Mariner
111
Mariner
Kansas
$1.41M -$871 -18 -0.1%
JP Morgan Chase
112
JP Morgan Chase
New York
$1.39M +$226K +4,666 +19%
PCA
113
Personal Capital Advisors
California
$1.33M – – –
USCWA
114
U.S. Capital Wealth Advisors
Texas
$1.32M +$1.36M +28,098 New
BFO
115
Biltmore Family Office
North Carolina
$1.3M -$25.2K -520 -2%
PFPT
116
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.3M – – –
SSB
117
Sandy Spring Bank
Maryland
$1.29M -$70.2K -1,451 -5%
WAG
118
Winthrop Advisory Group
Massachusetts
$1.28M +$968 +20 +0.1%
WAM
119
WNY Asset Management
New York
$1.21M – – –
FOA
120
Five Oceans Advisors
California
$1.2M +$1.23M +25,435 New
CPSAC
121
Chas P. Smith & Associates (CPS)
Florida
$1.19M – – –
ASI
122
Advisory Services & Investments
Oregon
$1.18M +$1.21M +25,022 New
PFBT
123
Parkside Financial Bank & Trust
Missouri
$1.15M – – –
BFS
124
Bard Financial Services
Connecticut
$1.14M – – –
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$1.12M +$209K +4,317 +22%
3 4
5
6 7

DFUS Hedge Fund Activity: Q3 2021 in Review

286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2021, worth a combined $2.5B — up 5.9% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFUS positions and 11 closed out — a net gain of 33 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $27.8M. The largest seller was Envestnet Asset Management, cutting an estimated $5.52M.

  • 286 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2021, up from 262 in Q2 2021.
  • Funds reported $2.5B of Dimensional US Equity ETF stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 44 funds opened new Dimensional US Equity ETF positions in Q3 2021 and 11 closed out, a net change of +33 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $27.8M added.
  • The largest Dimensional US Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2021.