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Dimensional US Equity ETF
DFUS

Overview Fund Activity

331 hedge funds and large institutions have $3.58B invested in Dimensional US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-30
Holders Change %
-8.31%
% of All Funds
5.24%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
26
Increased
113
Reduced
90
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$266M
2
Mariner
2
Mariner
Kansas
$34.9M
3
AF
3
Advisornet Financial
Minnesota
$40.9M
4
HWM
4
Hemington Wealth Management
Virginia
$10.2M
5
RA
5
RFG Advisory
Alabama
$8.94M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
MAM
2
McLean Asset Management
Virginia
$0
3
AC
3
Apella Capital
Connecticut
$0
4
PWM
4
PBMares Wealth Management
Virginia
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
101
Colony Group
Massachusetts
$3.13M +$335K +6,841 +12%
PWPS
102
Pinnacle Wealth Planning Services
Ohio
$2.95M -$302K -6,165 -9%
EWM
103
Empirical Wealth Management
Washington
$2.88M -$89.6K -1,829 -3%
CAMG
104
CWA Asset Management Group
Florida
$2.77M -$275K -5,606 -9%
FC
105
Financial Council
Maryland
$2.77M – – –
LP
106
LGL Partners
Pennsylvania
$2.73M – – –
SWP
107
Stratos Wealth Partners
Ohio
$2.7M +$67.1K +1,369 +3%
BP
108
Ballentine Partners
Massachusetts
$2.68M – – –
Brown Advisory
109
Brown Advisory
Maryland
$2.65M -$443K -9,046 -14%
Northern Trust
110
Northern Trust
Illinois
$2.43M -$117K -2,384 -5%
MA
111
Montag & Associates
Georgia
$2.43M +$4.17K +85 +0.2%
LFA
112
Lauterbach Financial Advisors
Texas
$2.39M -$30.1K -614 -1%
CCM
113
Carlson Capital Management
Minnesota
$2.36M – – –
Cerity Partners
114
Cerity Partners
New York
$2.31M +$2.31M +47,184 New
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$2.29M +$441 +9 +0%
CSWM
116
Cassady Schiller Wealth Management
Ohio
$2.17M +$3.92K +80 +0.2%
KPWS
117
Kestra Private Wealth Services
Texas
$2.08M -$72.1K -1,471 -3%
CIA
118
Caerus Investment Advisors
Texas
$2.07M -$87.8K -2,043 -4%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$1.99M -$16.4K -334 -0.8%
MCA
120
Maryland Capital Advisors
Maryland
$1.85M – – –
SHFA
121
SC&H Financial Advisors
Maryland
$1.83M +$1.07M +21,773 +140%
MHS
122
M Holdings Securities
Oregon
$1.81M +$1.81M +36,978 New
EWA
123
Exencial Wealth Advisors
Oklahoma
$1.8M +$175K +3,567 +11%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1.74M -$2.26K -46 -0.1%
EPP
125
ETF Portfolio Partners
Kansas
$1.72M – – –
3 4
5
6 7