Dimensional US Equity ETF
DFUS
333 hedge funds and large institutions have $3.58B invested in Dimensional US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 90 reducing their positions, and 53 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 90
2.35% less ownership
Funds ownership: 61.03% → 58.67% (-2.4%)
6% less capital invested
Capital invested by funds: $3.81B → $3.58B (-$225M)
8% less funds holding
Funds holding: 363 → 333 (-30)
9% less funds holding in top 10
Funds holding in top 10: 57 → 52 (-5)
51% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 53
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.1M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$21.6M |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$20.5M |
| 4 |
HWM
Hemington Wealth Management
Falls Church,
Virginia
|
+$10.1M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$8.81M |
Top Sellers
DFUS Hedge Fund Activity: Q1 2022 in Review
333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2022, worth a combined $3.58B — down 5.9% from $3.81B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of DFUS and 26 opened new positions — a net loss of 27 holders — while 90 trimmed existing stakes and 114 added.
The largest buyer was Envestnet Asset Management, adding an estimated $37.1M. The largest seller was LPL Financial, exiting entirely with an estimated $46M sold.
- 333 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2022, down from 363 in Q4 2021.
- Funds reported $3.58B of Dimensional US Equity ETF stock for Q1 2022, down 5.9% quarter-over-quarter.
- 26 funds opened new Dimensional US Equity ETF positions in Q1 2022 and 53 closed out, a net change of -27 holders.
- The largest Dimensional US Equity ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $37.1M added.
- The largest Dimensional US Equity ETF seller in Q1 2022 was LPL Financial, an estimated $46M sold.
Based on aggregated 13F filings for Q1 2022.