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Dimensional US Equity ETF
DFUS

Overview Fund Activity

331 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, 113 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-30
Holders Change %
-8.31%
% of All Funds
5.24%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
26
Increased
113
Reduced
90
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$266M
2
Mariner
2
Mariner
Kansas
$34.9M
3
AF
3
Advisornet Financial
Minnesota
$40.9M
4
HWM
4
Hemington Wealth Management
Virginia
$10.2M
5
RA
5
RFG Advisory
Alabama
$8.94M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
MAM
2
McLean Asset Management
Virginia
$0
3
AC
3
Apella Capital
Connecticut
$0
4
PWM
4
PBMares Wealth Management
Virginia
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
126
Ameritas Advisory Services
Nebraska
$1.71M +$18.6K +380 +1%
OFP
127
OLIO Financial Planning
Virginia
$1.71M +$1.71M +34,814 New
FWP
128
Falcon Wealth Planning
California
$1.69M – – –
IWN
129
Independent Wealth Network
Iowa
$1.64M +$205K +4,188 +14%
AFS
130
Annapolis Financial Services
Maryland
$1.64M -$3.04K -62 -0.2%
TI
131
Truepoint Inc
Ohio
$1.63M -$37.7K -770 -2%
VCA
132
Verdence Capital Advisors
Maryland
$1.56M +$49 +1 +0%
KCPG
133
Kavar Capital Partners Group
Kansas
$1.56M +$3.53K +72 +0.2%
RJA
134
Raymond James & Associates
Florida
$1.51M -$5.69K -116 -0.4%
IAG
135
Investment Advisory Group
Massachusetts
$1.45M -$26.6K -543 -2%
SOAG
136
Silver Oak Advisory Group
Oregon
$1.44M -$58.1K -1,186 -4%
RCG
137
Resource Consulting Group
Florida
$1.44M – – –
SC
138
Shearwater Capital
Colorado
$1.41M – – –
NHC
139
Nicholas Hoffman & Company
Georgia
$1.4M +$91.2K +1,860 +7%
PCA
140
Personal Capital Advisors
California
$1.38M – – –
HSG
141
Helen Stephens Group
Texas
$1.38M +$29.9K +609 +2%
ASI
142
Advisory Services & Investments
Oregon
$1.38M +$66.5K +1,356 +5%
USCWA
143
U.S. Capital Wealth Advisors
Texas
$1.37M -$7.35K -150 -0.5%
FWP
144
FAS Wealth Partners
Kansas
$1.37M +$3.09K +63 +0.2%
MA
145
MUFG Americas
New York
$1.35M – – –
BFO
146
Biltmore Family Office
North Carolina
$1.34M -$10.2K -208 -0.8%
Morgan Stanley
147
Morgan Stanley
New York
$1.34M +$570K +11,629 +74%
WAG
148
Winthrop Advisory Group
Massachusetts
$1.33M +$833 +17 +0.1%
CAN
149
Cetera Advisor Networks
California
$1.33M -$303K -6,186 -19%
PFP
150
Pinnacle Financial Partners
Tennessee
$1.32M – – –
4 5
6
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