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Dimensional US Equity ETF
DFUS

Overview Fund Activity

260 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 259 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
260
Holders Change
+259
Holders Change %
+25,900%
% of All Funds
4.54%
Holding in Top 10
24
Holding in Top 10 Change
+24
Holding in Top 10 Change %
%
% of All Funds
0.42%
New
259
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
Plancorp LLC
Missouri
$281M
2
BSW
Buckingham Strategic Wealth
Missouri
$251M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$226M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$181M
5
TWA
TCI Wealth Advisors
Arizona
$98.7M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
DPI
151
Diversified Portfolios Inc
Michigan
$661K +$661K +14,027 New
AAS
152
Avantax Advisory Services
Texas
$646K +$646K +13,699 New
CFGS
153
Concourse Financial Group Securities
Alabama
$635K +$635K +13,485 New
HNB
154
Huntington National Bank
Ohio
$616K +$616K +13,082 New
PSP
155
Principal Street Partners
Tennessee
$612K +$612K +12,977 New
VFA
156
Valeo Financial Advisors
Indiana
$604K +$604K +12,817 New
NGA
157
Naples Global Advisors
Florida
$595K +$595K +12,631 New
SVCP
158
Silicon Valley Capital Partners
California
$584K +$584K +12,384 New
CFFP
159
Center for Financial Planning
Michigan
$574K +$574K +12,183 New
OIA
160
OneDigital Investment Advisors
Kansas
$573K +$573K +12,149 New
LNWWM
161
Laird Norton Wetherby Wealth Management
California
$564K +$564K +11,973 New
Betterment LLC
162
Betterment LLC
New York
$559K +$559K +11,864 New
SWA
163
SFMG Wealth Advisors
Texas
$557K +$557K +11,812 New
Morgan Stanley
164
Morgan Stanley
New York
$553K +$553K +11,730 New
Franklin Resources
165
Franklin Resources
California
$548K +$548K +11,627 New
CBN
166
Cadence Bank NA
Texas
$546K +$546K +11,587 New
ACM
167
Advisors Capital Management
New Jersey
$545K +$545K +11,571 New
GLA
168
Great Lakes Advisors
Illinois
$543K +$543K +11,521 New
PC
169
Peavine Capital
Nevada
$535K +$535K +11,347 New
BFPW
170
BOK Financial Private Wealth
Colorado
$534K +$534K +11,331 New
SIAG
171
Safeguard Investment Advisory Group
California
$521K +$521K +11,073 New
MSR
172
Main Street Research
Connecticut
$515K +$515K +10,933 New
OPS
173
Orion Portfolio Solutions
Nebraska
$504K +$504K +10,689 New
MFG
174
Merit Financial Group
Georgia
$504K +$504K +10,702 New
CWM
175
Curi Wealth Management
North Carolina
$494K +$494K +10,494 New
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