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DFUS

Dimensional US Equity ETF
DFUS

286 hedge funds and large institutions have $2.5B invested in Dimensional US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

9% more funds holding

Funds holding: 262 → 286 (+24)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

6% more capital invested

Capital invested by funds: $2.36B → $2.5B (+$140M)

1.96% more ownership

Funds ownership: 42.24% → 44.2% (+2%)

Holders
286
Holders Change
+24
Holders Change %
+9.16%
% of All Funds
5.01%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
44
Increased
90
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
+$27.8M
2
HWMG
Hurlow Wealth Management Group
Indiana
+$16.7M
3
AF
Advisornet Financial
Minnesota
+$13.1M
4
HWM
Hemington Wealth Management
Virginia
+$10.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.53M
3
PL
Plancorp LLC
Missouri
-$3.05M
4
CFO
CVA Family Office
Colorado
-$2.42M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
151
CRA Financial Services
New Jersey
$790K – – –
B
152
Brightworth
Georgia
$787K +$808K +16,707 New
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$751K +$33.9K +700 +5%
SAM
154
SP Asset Management
California
$741K +$721K +14,905 New
CA
155
Cetera Advisors
Colorado
$730K – – –
AWM
156
AE Wealth Management
Kansas
$726K -$122K -2,511 -14%
APP
157
Avantax Planning Partners
Iowa
$716K – – –
WFA
158
WestHill Financial Advisors
California
$712K +$731K +15,102 New
KA
159
Klingman & Associates
New York
$708K – – –
PP
160
Pegasus Partners
Wisconsin
$704K – – –
V
161
Veritable
Delaware
$699K +$296K +6,116 +70%
IA
162
IFG Advisory
Georgia
$697K – – –
IFG
163
Independent Financial Group
California
$695K +$44.3K +916 +7%
MSFS
164
Main Street Financial Solutions
Pennsylvania
$685K +$11.7K +242 +2%
LB
165
Leo Brokerage
Texas
$682K +$1.94K +40 +0.3%
AAS
166
Avantax Advisory Services
Texas
$636K -$9.29K -192 -1%
Morgan Stanley
167
Morgan Stanley
New York
$636K +$85.2K +1,761 +15%
DPI
168
Diversified Portfolios Inc
Michigan
$630K -$32.5K -672 -5%
HNB
169
Huntington National Bank
Ohio
$619K +$1.74K +36 +0.3%
FCI
170
Financial Counselors Inc
Kansas
$616K +$632K +13,065 New
SAM
171
Summit Asset Management
Tennessee
$611K +$627K +12,952 New
CFGS
172
Concourse Financial Group Securities
Alabama
$608K -$29.2K -603 -4%
VFA
173
Valeo Financial Advisors
Indiana
$604K – – –
NGA
174
Naples Global Advisors
Florida
$597K +$1.69K +35 +0.3%
SVCP
175
Silicon Valley Capital Partners
California
$586K +$1.65K +34 +0.3%
5 6
7
8 9

DFUS Hedge Fund Activity: Q3 2021 in Review

286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2021, worth a combined $2.5B — up 5.9% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFUS positions and 11 closed out — a net gain of 33 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $27.8M. The largest seller was Envestnet Asset Management, cutting an estimated $5.52M.

  • 286 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2021, up from 262 in Q2 2021.
  • Funds reported $2.5B of Dimensional US Equity ETF stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 44 funds opened new Dimensional US Equity ETF positions in Q3 2021 and 11 closed out, a net change of +33 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $27.8M added.
  • The largest Dimensional US Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2021.