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DFUS

Dimensional US Equity ETF
DFUS

390 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 143 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

32% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 108

1% more funds holding

Funds holding: 386 → 390 (+4)

0.07% less ownership

Funds ownership: 61.99% → 61.91% (-0.07%)

3% less capital invested

Capital invested by funds: $3.18B → $3.09B (-$88.8M)

4% less funds holding in top 10

Funds holding in top 10: 53 → 51 (-2)

Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.72%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
143
Reduced
108
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FPAS
Focus Partners Advisor Solutions
Missouri
+$13.3M
2
SA
Shilanski & Associates
Alaska
+$8.84M
3
CL
CPWM LLC
Washington
+$8.52M
4
IFA
Index Fund Advisors
California
+$7.31M
5
MRWM
ML&R Wealth Management
Texas
+$7.24M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$14.3M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$7.33M
3
KAS
Kestra Advisory Services
Texas
-$6.85M
4
SFA
Sequoia Financial Advisors
Ohio
-$4.07M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$3.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
101
Dopkins Wealth Management
New York
$3.58M -$104K -2,430 -3%
EWA
102
EverSource Wealth Advisors
Alabama
$3.58M +$409K +9,517 +12%
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Virginia
$3.53M +$9.89K +230 +0.3%
SC
104
Savant Capital
Illinois
$3.4M -$104K -2,416 -3%
OFP
105
OLIO Financial Planning
Virginia
$3.39M +$1.25M +28,986 +50%
FEG
106
Fund Evaluation Group
Ohio
$3.36M -$64.5K -1,501 -2%
Cambridge Investment Research Advisors
107
Cambridge Investment Research Advisors
Iowa
$3.29M -$224K -5,212 -6%
SHGA
108
Sand Hill Global Advisors
California
$3.01M +$74.6K +1,734 +2%
ASN
109
Advisory Services Network
Georgia
$2.95M -$464K -10,783 -12%
ADL
110
Asset Dedication LLC
California
$2.79M +$902K +20,985 +41%
WFA
111
Websterrogers Financial Advisors
South Carolina
$2.77M -$663K -15,419 -18%
BA
112
Bridgewater Advisors
New York
$2.69M -$172K -4,000 -5%
SIAG
113
Safeguard Investment Advisory Group
California
$2.57M +$265K +6,164 +10%
HR
114
Hardy Reed
Mississippi
$2.57M – – –
RCM
115
Rain Capital Management
Oregon
$2.52M +$2.8M +65,028 New
IA
116
IFG Advisory
Georgia
$2.51M +$2.05M +47,688 +282%
RSWM
117
Robertson Stephens Wealth Management
California
$2.5M – – –
Morgan Stanley
118
Morgan Stanley
New York
$2.49M -$177K -4,114 -6%
AF
119
Advisornet Financial
Minnesota
$2.45M +$22.9K +533 +0.9%
AC
120
Applied Capital
Arkansas
$2.43M -$205K -4,766 -7%
CFO
121
CVA Family Office
Colorado
$2.38M -$364K -8,460 -12%
EWM
122
Empirical Wealth Management
Washington
$2.38M +$144K +3,355 +6%
CG
123
Colony Group
Massachusetts
$2.3M +$1.25K +29 +0%
PWPS
124
Pinnacle Wealth Planning Services
Ohio
$2.25M – – –
MSWMA
125
Market Street Wealth Management Advisors
Indiana
$2.23M +$576K +13,393 +30%
3 4
5
6 7

DFUS Hedge Fund Activity: Q3 2022 in Review

390 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2022, worth a combined $3.09B — down 2.8% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFUS positions and 17 closed out — a net gain of 7 holders — while 143 added to existing stakes and 108 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $13.3M. The largest seller was Envestnet Asset Management, cutting an estimated $14.3M.

  • 390 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2022, up from 386 in Q2 2022.
  • Funds reported $3.09B of Dimensional US Equity ETF stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 24 funds opened new Dimensional US Equity ETF positions in Q3 2022 and 17 closed out, a net change of +7 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2022 was Focus Partners Advisor Solutions, an estimated $13.3M added.
  • The largest Dimensional US Equity ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2022.