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Dimensional US Equity ETF
DFUS

Overview Fund Activity

361 hedge funds and large institutions have $3.8B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+77
Holders Change %
+27.11%
% of All Funds
5.58%
Holding in Top 10
56
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+115.38%
% of All Funds
0.86%
New
95
Increased
101
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
1
Sequoia Financial Advisors
Ohio
$88.9M
2
RRC
2
Relaxing Retirement Coach
Massachusetts
$32.7M
3
Mariner
3
Mariner
Kansas
$13.6M
4
AF
4
Advisornet Financial
Minnesota
$21.3M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$55.4M

Top Sellers

1
HWMG
1
Hurlow Wealth Management Group
Indiana
$0
2
HWM
2
Hemington Wealth Management
Virginia
$0
3
KAS
3
Kestra Advisory Services
Texas
$14.3M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$277M
5
PL
5
Plancorp LLC
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
101
Pinnacle Wealth Planning Services
Ohio
$3.43M – – –
HR
102
Hardy Reed
Mississippi
$3.42M – – –
RSWM
103
Robertson Stephens Wealth Management
California
$3.33M -$49.3K -954 -1%
Brown Advisory
104
Brown Advisory
Maryland
$3.27M +$468K +9,046 +17%
CAMG
105
CWA Asset Management Group
Florida
$3.22M -$55K -1,064 -2%
EWM
106
Empirical Wealth Management
Washington
$3.14M – – –
CG
107
Colony Group
Massachusetts
$2.94M +$237K +4,581 +9%
FC
108
Financial Council
Maryland
$2.92M – – –
CFO
109
CVA Family Office
Colorado
$2.92M +$2.92M +56,483 New
SIAG
110
Safeguard Investment Advisory Group
California
$2.9M +$766K +14,821 +36%
LP
111
LGL Partners
Pennsylvania
$2.88M – – –
PAG
112
Private Advisor Group
New Jersey
$2.84M +$321K +6,205 +13%
BP
113
Ballentine Partners
Massachusetts
$2.83M – – –
W
114
WealthOne
New York
$2.82M -$17.4K -337 -0.6%
SWP
115
Stratos Wealth Partners
Ohio
$2.77M -$6.77K -131 -0.2%
Betterment LLC
116
Betterment LLC
New York
$2.74M +$560K +10,839 +26%
Northern Trust
117
Northern Trust
Illinois
$2.68M -$230K -4,445 -8%
SSC
118
Syverson Strege & Co
Iowa
$2.66M -$36.7K -710 -1%
IWC
119
Integrated Wealth Concepts
Massachusetts
$2.65M +$1.34K +26 +0.1%
CIA
120
Caerus Investment Advisors
Texas
$2.59M +$2.59M +50,141 New
BHWM
121
Beaird Harris Wealth Management
Texas
$2.58M +$2.58M +49,901 New
MA
122
Montag & Associates
Georgia
$2.56M +$7.65K +148 +0.3%
LFA
123
Lauterbach Financial Advisors
Texas
$2.55M +$2.55M +49,347 New
CCM
124
Carlson Capital Management
Minnesota
$2.49M – – –
RPGK
125
Retirement Planning Group (Kansas)
Kansas
$2.41M +$2.41M +46,661 New
3 4
5
6 7