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Dimensional US Equity ETF
DFUS

Overview Fund Activity

284 hedge funds and large institutions have $2.5B invested in Dimensional US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 89 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+24
Holders Change %
+9.23%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
44
Increased
89
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
$27.1M
2
HWMG
Hurlow Wealth Management Group
Indiana
$16.3M
3
AF
Advisornet Financial
Minnesota
$12.7M
4
HWM
Hemington Wealth Management
Virginia
$10.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$46.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$220M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.83M
3
PL
Plancorp LLC
Missouri
$278M
4
CFO
CVA Family Office
Colorado
$0
5
JWA
JFS Wealth Advisors
Pennsylvania
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
126
Asset Dedication LLC
California
$1.1M – – –
AFAS
127
Acorn Financial Advisory Services
Virginia
$1.07M +$1.07M +22,714 New
MCM
128
Manchester Capital Management
Vermont
$1.06M -$47 -1 -0%
SDH
129
Sloy Dahl & Holst
Washington
$1.06M +$1.06M +22,433 New
PCIA
130
Prime Capital Investment Advisors
Kansas
$1.04M – – –
BMCM
131
Bryn Mawr Capital Management
Pennsylvania
$1.04M – – –
EIA
132
Eldridge Investment Advisors
New Hampshire
$1.03M +$47 +1 +0%
AWA
133
Arete Wealth Advisors
Illinois
$1.03M -$14.3K -303 -1%
RTL
134
Red Tortoise LLC
Georgia
$1.01M +$1.01M +25,984 New
MWC
135
MBM Wealth Consultants
Missouri
$982K – – –
Financial Engines Advisors
136
Financial Engines Advisors
California
$944K +$944K +20,020 New
CA
137
CGN Advisors
Kansas
$922K – – –
PPW
138
Parcion Private Wealth
Washington
$912K +$912K +18,626 New
PA
139
Parallel Advisors
California
$885K +$2.4K +51 +0.3%
TF
140
TIAA FSB
Florida
$876K -$165K -3,507 -16%
MWPCG
141
Measured Wealth Private Client Group
New Hampshire
$876K – – –
CCWA
142
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$872K +$2.41K +51 +0.3%
KeyBank National Association
143
KeyBank National Association
Ohio
$868K +$549K +11,634 +172%
IAN
144
Integrated Advisors Network
Texas
$854K -$153K -3,248 -15%
IWM
145
IHT Wealth Management
Illinois
$840K +$1.7K +36 +0.2%
TYCC
146
Texas Yale Capital Corp
Florida
$830K +$23.6K +500 +3%
PWMG
147
Prestige Wealth Management Group
New Jersey
$821K -$4.15K -88 -0.5%
MWM
148
Merriman Wealth Management
Washington
$805K -$46.7K -990 -5%
DADC
149
D.A. Davidson & Co
Montana
$800K -$5.66K -120 -0.7%
CFS
150
CRA Financial Services
New Jersey
$790K – – –
4 5
6
7 8