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DFUS

Dimensional US Equity ETF

262 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 262 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.24% more ownership

Funds ownership: 0%42.24% (+42%)

Holders
262
Holders Change
+262
Holders Change %
% of All Funds
4.56%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.44%
New
262
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
151
Main Street Financial Solutions
Pennsylvania
$673K +$666K +14,280 New
DPI
152
Diversified Portfolios Inc
Michigan
$661K +$654K +14,027 New
IFG
153
Independent Financial Group
California
$652K +$645K +13,828 New
AAS
154
Avantax Advisory Services
Texas
$646K +$639K +13,699 New
CFGS
155
Concourse Financial Group Securities
Alabama
$635K +$629K +13,485 New
HNB
156
Huntington National Bank
Ohio
$616K +$610K +13,082 New
PSP
157
Principal Street Partners
Tennessee
$612K +$605K +12,977 New
VFA
158
Valeo Financial Advisors
Indiana
$604K +$597K +12,817 New
NGA
159
Naples Global Advisors
Florida
$595K +$589K +12,631 New
SVCP
160
Silicon Valley Capital Partners
California
$584K +$577K +12,384 New
CFFP
161
Center for Financial Planning
Michigan
$574K +$568K +12,183 New
OIA
162
OneDigital Investment Advisors
Kansas
$573K +$566K +12,149 New
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$564K +$558K +11,973 New
Betterment LLC
164
Betterment LLC
New York
$559K +$553K +11,864 New
SWA
165
SFMG Wealth Advisors
Texas
$557K +$551K +11,812 New
Morgan Stanley
166
Morgan Stanley
New York
$553K +$547K +11,730 New
Franklin Resources
167
Franklin Resources
California
$548K +$542K +11,627 New
CBN
168
Cadence Bank NA
Texas
$546K +$540K +11,587 New
ACM
169
Advisors Capital Management
New Jersey
$545K +$539K +11,571 New
GLA
170
Great Lakes Advisors
Illinois
$543K +$537K +11,521 New
PC
171
Peavine Capital
Nevada
$535K +$529K +11,347 New
BFPW
172
BOK Financial Private Wealth
Colorado
$534K +$528K +11,331 New
SIAG
173
Safeguard Investment Advisory Group
California
$521K +$516K +11,073 New
MSR
174
Main Street Research
Connecticut
$515K +$510K +10,933 New
OPS
175
Orion Portfolio Solutions
Nebraska
$504K +$498K +10,689 New

DFUS Hedge Fund Activity: Q2 2021 in Review

262 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2021, worth a combined $2.36B.

Buyers outnumbered sellers: 262 funds opened new DFUS positions and 0 closed out — a net gain of 262 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Plancorp LLC, opening a new position worth an estimated $278M.

  • 262 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $2.36B of Dimensional US Equity ETF stock for Q2 2021.
  • 262 funds opened new Dimensional US Equity ETF positions in Q2 2021 and 0 closed out, a net change of +262 holders.
  • The largest Dimensional US Equity ETF buyer in Q2 2021 was Plancorp LLC, an estimated $278M added.

Based on aggregated 13F filings for Q2 2021.