DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

384 hedge funds and large institutions have $3.18B invested in Dimensional US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 17 closing their positions.

Holders
384
Holders Change
+53
Holders Change %
+16.01%
% of All Funds
6.49%
Holding in Top 10
53
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.92%
% of All Funds
0.9%
New
72
Increased
124
Reduced
86
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$37.4M
2
MAM
2
McLean Asset Management
Virginia
$33.2M
3
AWM
3
AE Wealth Management
Kansas
$26.5M
4
AC
4
Apella Capital
Connecticut
$17M
5
KAS
5
Kestra Advisory Services
Texas
$28.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$188M
2
AF
2
Advisornet Financial
Minnesota
$2.55M
3
IFA
3
Index Fund Advisors
California
$240M
4
CL
4
CPWM LLC
Washington
$7.29M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
101
Websterrogers Financial Advisors
South Carolina
$3.54M +$589K +14,462 +20%
ASN
102
Advisory Services Network
Georgia
$3.53M -$5.09K -125 -0.1%
EWA
103
EverSource Wealth Advisors
Alabama
$3.37M +$5.54K +136 +0.2%
SHGA
104
Sand Hill Global Advisors
California
$3.09M – – –
BA
105
Bridgewater Advisors
New York
$2.99M -$13.2K -325 -0.4%
SIAG
106
Safeguard Investment Advisory Group
California
$2.95M +$2.95M +60,161 New
CFO
107
CVA Family Office
Colorado
$2.84M -$271K -6,651 -9%
SFG
108
SNS Financial Group
Minnesota
$2.83M +$2.15M +52,770 +319%
Morgan Stanley
109
Morgan Stanley
New York
$2.78M +$1.67M +41,003 +150%
AC
110
Applied Capital
Arkansas
$2.75M -$341K -8,368 -11%
SWP
111
Stratos Wealth Partners
Ohio
$2.71M +$465K +11,410 +21%
HR
112
Hardy Reed
Mississippi
$2.7M – – –
RSWM
113
Robertson Stephens Wealth Management
California
$2.63M – – –
AF
114
Advisornet Financial
Minnesota
$2.55M -$31.4M -771,768 -93%
CG
115
Colony Group
Massachusetts
$2.41M -$185K -4,528 -7%
OFP
116
OLIO Financial Planning
Virginia
$2.38M +$957K +23,494 +67%
PWPS
117
Pinnacle Wealth Planning Services
Ohio
$2.36M -$90.6K -2,224 -4%
EWM
118
Empirical Wealth Management
Washington
$2.36M -$39.7K -974 -2%
CAMG
119
CWA Asset Management Group
Florida
$2.31M +$4.77K +117 +0.2%
FC
120
Financial Council
Maryland
$2.31M – – –
LP
121
LGL Partners
Pennsylvania
$2.27M – – –
W
122
WealthOne
New York
$2.26M +$2.26M +55,367 New
BP
123
Ballentine Partners
Massachusetts
$2.23M – – –
Brown Advisory
124
Brown Advisory
Maryland
$2.16M -$46.4K -1,138 -2%
Cerity Partners
125
Cerity Partners
New York
$2.1M +$807K +29,566 +63%
3 4
5
6 7