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DFUS

Dimensional US Equity ETF

262 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 262 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.24% more ownership

Funds ownership: 0%42.24% (+42%)

Holders
262
Holders Change
+262
Holders Change %
% of All Funds
4.56%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.44%
New
262
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
MUFG Americas
New York
$922K +$912K +19,559 New
CA
127
CGN Advisors
Kansas
$921K +$911K +19,544 New
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$914K +$904K +19,399 New
PA
129
Parallel Advisors
California
$882K +$873K +18,723 New
HTHT
130
Hemenway Trust Hemenway Trust
New Hampshire
$881K +$872K +18,700 New
MWPCG
131
Measured Wealth Private Client Group
New Hampshire
$876K +$866K +18,580 New
CCWA
132
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$869K +$859K +18,436 New
MWM
133
Merriman Wealth Management
Washington
$851K +$842K +18,054 New
AWM
134
AE Wealth Management
Kansas
$844K +$834K +17,900 New
IWM
135
IHT Wealth Management
Illinois
$838K +$828K +17,774 New
PWMG
136
Prestige Wealth Management Group
New Jersey
$824K +$815K +17,489 New
TYCC
137
Texas Yale Capital Corp
Florida
$806K +$797K +17,099 New
DADC
138
D.A. Davidson & Co
Montana
$805K +$797K +17,090 New
PAG
139
Private Advisor Group
New Jersey
$801K +$793K +17,005 New
HA
140
Harfst & Associates
Wyoming
$790K +$782K +16,769 New
CFS
141
CRA Financial Services
New Jersey
$789K +$781K +16,746 New
CIAS
142
Capital Investment Advisory Services
North Carolina
$756K +$748K +16,041 New
CA
143
Cetera Advisors
Colorado
$730K +$722K +15,486 New
PGFC
144
Peapack-Gladstone Financial Corp
New Jersey
$717K +$709K +15,218 New
APP
145
Avantax Planning Partners
Iowa
$715K +$708K +15,182 New
KA
146
Klingman & Associates
New York
$707K +$700K +15,010 New
PP
147
Pegasus Partners
Wisconsin
$704K +$696K +14,936 New
WWM
148
Western Wealth Management
Colorado
$696K +$689K +14,771 New
IA
149
IFG Advisory
Georgia
$696K +$689K +14,790 New
LB
150
Leo Brokerage
Texas
$680K +$672K +14,422 New

DFUS Hedge Fund Activity: Q2 2021 in Review

262 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2021, worth a combined $2.36B.

Buyers outnumbered sellers: 262 funds opened new DFUS positions and 0 closed out — a net gain of 262 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Plancorp LLC, opening a new position worth an estimated $278M.

  • 262 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $2.36B of Dimensional US Equity ETF stock for Q2 2021.
  • 262 funds opened new Dimensional US Equity ETF positions in Q2 2021 and 0 closed out, a net change of +262 holders.
  • The largest Dimensional US Equity ETF buyer in Q2 2021 was Plancorp LLC, an estimated $278M added.

Based on aggregated 13F filings for Q2 2021.