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Dimensional US Equity ETF
DFUS

Overview Fund Activity

284 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, 89 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+24
Holders Change %
+9.23%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
44
Increased
89
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
1
Sax Wealth Advisors
New Jersey
$27.1M
2
HWMG
2
Hurlow Wealth Management Group
Indiana
$16.3M
3
AF
3
Advisornet Financial
Minnesota
$12.7M
4
HWM
4
Hemington Wealth Management
Virginia
$10.6M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$46.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$220M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.83M
3
PL
3
Plancorp LLC
Missouri
$278M
4
CFO
4
CVA Family Office
Colorado
$0
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
101
Truepoint Inc
Ohio
$1.62M +$1.62M +34,343 New
AFS
102
Annapolis Financial Services
Maryland
$1.6M +$3.21K +68 +0.2%
CAN
103
Cetera Advisor Networks
California
$1.59M +$103K +2,184 +7%
VCA
104
Verdence Capital Advisors
Maryland
$1.53M +$1.53M +32,430 New
KCPG
105
Kavar Capital Partners Group
Kansas
$1.49M +$4.06K +86 +0.3%
RJA
106
Raymond James & Associates
Florida
$1.46M +$63.1K +1,339 +5%
MA
107
MUFG Americas
New York
$1.45M +$524K +11,114 +57%
IWN
108
Independent Wealth Network
Iowa
$1.44M +$1.44M +28,236 New
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$1.43M +$1.43M +30,353 New
Mariner
110
Mariner
Kansas
$1.41M -$849 -18 -0.1%
JPMorgan Chase & Co
111
JPMorgan Chase & Co
New York
$1.39M +$220K +4,666 +19%
PCA
112
Personal Capital Advisors
California
$1.33M – – –
USCWA
113
U.S. Capital Wealth Advisors
Texas
$1.33M +$1.33M +28,098 New
BFO
114
Biltmore Family Office
North Carolina
$1.3M -$24.5K -520 -2%
PFP
115
Pinnacle Financial Partners
Tennessee
$1.3M – – –
SSB
116
Sandy Spring Bank
Maryland
$1.29M -$68.5K -1,451 -5%
WAG
117
Winthrop Advisory Group
Massachusetts
$1.28M +$943 +20 +0.1%
WAM
118
WNY Asset Management
New York
$1.21M – – –
FOA
119
Five Oceans Advisors
California
$1.2M +$1.2M +25,435 New
CPSAC
120
Chas P. Smith & Associates (CPS)
Florida
$1.19M – – –
ASI
121
Advisory Services & Investments
Oregon
$1.18M +$1.18M +25,022 New
PFBT
122
Parkside Financial Bank & Trust
Missouri
$1.15M – – –
BFS
123
Bard Financial Services
Connecticut
$1.14M – – –
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$1.12M +$204K +4,317 +22%
WIA
125
World Investment Advisors
California
$1.11M -$112K -2,383 -9%
3 4
5
6 7