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DFUS

Dimensional US Equity ETF

333 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, 114 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 90

2.35% less ownership

Funds ownership: 61.03%58.67% (-2.4%)

6% less capital invested

Capital invested by funds: $3.81B → $3.58B (-$225M)

8% less funds holding

Funds holding: 363333 (-30)

9% less funds holding in top 10

Funds holding in top 10: 5752 (-5)

51% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 53

Holders
333
Holders Change
-30
Holders Change %
-8.26%
% of All Funds
5.25%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.82%
New
26
Increased
114
Reduced
90
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Colony Group
Massachusetts
$3.13M +$331K +6,841 +12%
PWPS
102
Pinnacle Wealth Planning Services
Ohio
$2.95M -$298K -6,165 -9%
EWM
103
Empirical Wealth Management
Washington
$2.88M -$88.4K -1,829 -3%
CAMG
104
CWA Asset Management Group
Florida
$2.77M -$271K -5,606 -9%
FC
105
Financial Council
Maryland
$2.77M
LP
106
LGL Partners
Pennsylvania
$2.73M
SWP
107
Stratos Wealth Partners
Ohio
$2.69M +$66.2K +1,369 +3%
BP
108
Ballentine Partners
Massachusetts
$2.68M
Brown Advisory
109
Brown Advisory
Maryland
$2.65M -$437K -9,046 -14%
Northern Trust
110
Northern Trust
Illinois
$2.43M -$115K -2,384 -5%
MA
111
Montag & Associates
Georgia
$2.43M +$4.11K +85 +0.2%
LFA
112
Lauterbach Financial Advisors
Texas
$2.39M -$29.7K -614 -1%
CCM
113
Carlson Capital Management
Minnesota
$2.36M
Cerity Partners
114
Cerity Partners
New York
$2.31M +$2.28M +47,184 New
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$2.29M +$435 +9 +0%
CSWM
116
Cassady Schiller Wealth Management
Ohio
$2.17M +$3.87K +80 +0.2%
KPWS
117
Kestra Private Wealth Services
Texas
$2.08M -$71.1K -1,471 -3%
CIA
118
Caerus Investment Advisors
Texas
$2.07M -$98.8K -2,043 -4%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$1.99M -$16.1K -334 -0.8%
MCA
120
Maryland Capital Advisors
Maryland
$1.85M
SHFA
121
SC&H Financial Advisors
Maryland
$1.83M +$1.05M +21,773 +140%
MHS
122
M Holdings Securities
Oregon
$1.81M +$1.79M +36,978 New
EWA
123
Exencial Wealth Advisors
Oklahoma
$1.8M +$172K +3,567 +11%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1.74M -$2.22K -46 -0.1%
EPP
125
ETF Portfolio Partners
Kansas
$1.72M

DFUS Hedge Fund Activity: Q1 2022 in Review

333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2022, worth a combined $3.58B — down 5.9% from $3.81B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of DFUS and 26 opened new positions — a net loss of 27 holders — while 90 trimmed existing stakes and 114 added.

The largest buyer was Envestnet Asset Management, adding an estimated $37.1M. The largest seller was LPL Financial, exiting entirely with an estimated $46M sold.

  • 333 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2022, down from 363 in Q4 2021.
  • Funds reported $3.58B of Dimensional US Equity ETF stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 26 funds opened new Dimensional US Equity ETF positions in Q1 2022 and 53 closed out, a net change of -27 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $37.1M added.
  • The largest Dimensional US Equity ETF seller in Q1 2022 was LPL Financial, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2022.