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DFUS

Dimensional US Equity ETF
DFUS

286 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, 90 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

9% more funds holding

Funds holding: 262 → 286 (+24)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

6% more capital invested

Capital invested by funds: $2.36B → $2.5B (+$140M)

1.96% more ownership

Funds ownership: 42.24% → 44.2% (+2%)

Holders
286
Holders Change
+24
Holders Change %
+9.16%
% of All Funds
5.01%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
44
Increased
90
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
+$27.8M
2
HWMG
Hurlow Wealth Management Group
Indiana
+$16.7M
3
AF
Advisornet Financial
Minnesota
+$13.1M
4
HWM
Hemington Wealth Management
Virginia
+$10.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.53M
3
PL
Plancorp LLC
Missouri
-$3.05M
4
CFO
CVA Family Office
Colorado
-$2.42M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
126
World Investment Advisors
California
$1.11M -$115K -2,383 -9%
ADL
127
Asset Dedication LLC
California
$1.1M – – –
AFAS
128
Acorn Financial Advisory Services
Virginia
$1.07M +$1.1M +22,714 New
MCM
129
Manchester Capital Management
Vermont
$1.06M -$48 -1 -0%
SDH
130
Sloy Dahl & Holst
Washington
$1.06M +$1.09M +22,433 New
PCIA
131
Prime Capital Investment Advisors
Kansas
$1.04M – – –
BMCM
132
Bryn Mawr Capital Management
Pennsylvania
$1.04M – – –
EIA
133
Eldridge Investment Advisors
New Hampshire
$1.03M +$48 +1 +0%
AWA
134
Arete Wealth Advisors
Illinois
$1.02M -$14.7K -303 -1%
RTL
135
Red Tortoise LLC
Georgia
$1.01M +$1.26M +25,984 New
MWC
136
MBM Wealth Consultants
Missouri
$982K – – –
Financial Engines Advisors
137
Financial Engines Advisors
California
$944K +$969K +20,020 New
CA
138
CGN Advisors
Kansas
$922K – – –
PPW
139
Parcion Private Wealth
Washington
$912K +$901K +18,626 New
PA
140
Parallel Advisors
California
$885K +$2.47K +51 +0.3%
TF
141
TIAA FSB
Florida
$876K -$170K -3,507 -16%
MWPCG
142
Measured Wealth Private Client Group
New Hampshire
$876K – – –
CCWA
143
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$872K +$2.47K +51 +0.3%
KeyBank National Association
144
KeyBank National Association
Ohio
$868K +$563K +11,634 +172%
IAN
145
Integrated Advisors Network
Texas
$854K -$157K -3,248 -15%
IWM
146
IHT Wealth Management
Illinois
$840K +$1.74K +36 +0.2%
TYCC
147
Texas Yale Capital Corp
Florida
$830K +$24.2K +500 +3%
PWMG
148
Prestige Wealth Management Group
New Jersey
$821K -$4.26K -88 -0.5%
MWM
149
Merriman Wealth Management
Washington
$805K -$47.9K -990 -5%
DADC
150
D.A. Davidson & Co
Montana
$800K -$5.81K -120 -0.7%
4 5
6
7 8

DFUS Hedge Fund Activity: Q3 2021 in Review

286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2021, worth a combined $2.5B — up 5.9% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFUS positions and 11 closed out — a net gain of 33 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $27.8M. The largest seller was Envestnet Asset Management, cutting an estimated $5.52M.

  • 286 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2021, up from 262 in Q2 2021.
  • Funds reported $2.5B of Dimensional US Equity ETF stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 44 funds opened new Dimensional US Equity ETF positions in Q3 2021 and 11 closed out, a net change of +33 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $27.8M added.
  • The largest Dimensional US Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2021.