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Dimensional US Equity ETF
DFUS

Overview Fund Activity

361 hedge funds and large institutions have $3.8B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+77
Holders Change %
+27.11%
% of All Funds
5.58%
Holding in Top 10
56
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+115.38%
% of All Funds
0.86%
New
95
Increased
101
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
+$88.9M
2
RRC
Relaxing Retirement Coach
Massachusetts
+$16M
3
Mariner
Mariner
Kansas
+$12.1M
4
AF
Advisornet Financial
Minnesota
+$7.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.81M

Top Sellers

1
HWMG
Hurlow Wealth Management Group
Indiana
-$16.3M
2
HWM
Hemington Wealth Management
Virginia
-$10.6M
3
KAS
Kestra Advisory Services
Texas
-$8.23M
4
BSW
Buckingham Strategic Wealth
Missouri
-$6.54M
5
PL
Plancorp LLC
Missouri
-$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
126
Cassady Schiller Wealth Management
Ohio
$2.28M +$2.28M +44,085 New
KPWS
127
Kestra Private Wealth Services
Texas
$2.27M -$35.3K -682 -2%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$2.11M +$544K +10,519 +35%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$2.1M +$2.1M +40,644 New
MCA
130
Maryland Capital Advisors
Maryland
$1.95M +$1.95M +37,731 New
Fidelity Investments
131
Fidelity Investments
Massachusetts
$1.84M -$1.55K -30 -0.1%
EPP
132
ETF Portfolio Partners
Kansas
$1.81M – – –
AWM
133
Aprio Wealth Management
Georgia
$1.81M -$131K -2,527 -7%
FWP
134
Falcon Wealth Planning
California
$1.79M -$19.5K -377 -1%
NAM
135
NorthCrest Asset Manangement
Minnesota
$1.78M +$1.78M +34,498 New
AAS
136
Ameritas Advisory Services
Nebraska
$1.78M +$1.78M +34,452 New
TI
137
Truepoint Inc
Ohio
$1.76M -$17.8K -345 -1%
AFS
138
Annapolis Financial Services
Maryland
$1.73M -$22.4K -434 -1%
CAN
139
Cetera Advisor Networks
California
$1.72M -$25.8K -500 -1%
JPMorgan Chase & Co
140
JPMorgan Chase & Co
New York
$1.71M +$192K +3,708 +13%
EWA
141
Exencial Wealth Advisors
Oklahoma
$1.71M +$1.71M +33,104 New
VCA
142
Verdence Capital Advisors
Maryland
$1.65M -$28.1K -544 -2%
KCPG
143
Kavar Capital Partners Group
Kansas
$1.64M +$6.52K +126 +0.4%
RJA
144
Raymond James & Associates
Florida
$1.6M +$2.22K +43 +0.1%
SOAG
145
Silver Oak Advisory Group
Oregon
$1.58M +$1.58M +30,643 New
IWN
146
Independent Wealth Network
Iowa
$1.52M +$56.9K +1,100 +4%
RCG
147
Resource Consulting Group
Florida
$1.51M +$1.51M +29,292 New
SC
148
Shearwater Capital
Colorado
$1.49M +$1.49M +28,724 New
IAG
149
Investment Advisory Group
Massachusetts
$1.47M +$1.47M +30,116 New
PCA
150
Personal Capital Advisors
California
$1.46M – – –
4 5
6
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