DFUS icon

Dimensional US Equity ETF
DFUS

Overview Fund Activity

284 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, 89 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+24
Holders Change %
+9.23%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
44
Increased
89
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
$27.1M
2
HWMG
Hurlow Wealth Management Group
Indiana
$16.3M
3
AF
Advisornet Financial
Minnesota
$12.7M
4
HWM
Hemington Wealth Management
Virginia
$10.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$46.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$220M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.83M
3
PL
Plancorp LLC
Missouri
$278M
4
CFO
CVA Family Office
Colorado
$0
5
JWA
JFS Wealth Advisors
Pennsylvania
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
151
Brightworth
Georgia
$787K +$787K +16,707 New
PGFC
152
Peapack-Gladstone Financial Corp
New Jersey
$751K +$33K +700 +5%
SAM
153
SP Asset Management
California
$741K +$741K +14,905 New
CA
154
Cetera Advisors
Colorado
$730K – – –
AWM
155
AE Wealth Management
Kansas
$726K -$118K -2,511 -14%
APP
156
Avantax Planning Partners
Iowa
$716K – – –
WFA
157
WestHill Financial Advisors
California
$712K +$712K +15,102 New
KA
158
Klingman & Associates
New York
$708K – – –
PP
159
Pegasus Partners
Wisconsin
$704K – – –
V
160
Veritable
Delaware
$699K +$289K +6,116 +70%
IA
161
IFG Advisory
Georgia
$697K – – –
MSFS
162
Main Street Financial Solutions
Pennsylvania
$685K +$11.4K +242 +2%
LB
163
Leo Brokerage
Texas
$682K +$1.89K +40 +0.3%
AAS
164
Avantax Advisory Services
Texas
$636K -$9.04K -192 -1%
Morgan Stanley
165
Morgan Stanley
New York
$636K +$83K +1,761 +15%
DPI
166
Diversified Portfolios Inc
Michigan
$630K -$31.7K -672 -5%
HNB
167
Huntington National Bank
Ohio
$619K +$1.7K +36 +0.3%
FCI
168
Financial Counselors Inc
Kansas
$616K +$616K +13,065 New
SAM
169
Summit Asset Management
Tennessee
$611K +$611K +12,952 New
CFGS
170
Concourse Financial Group Securities
Alabama
$608K -$28.5K -603 -4%
VFA
171
Valeo Financial Advisors
Indiana
$604K – – –
NGA
172
Naples Global Advisors
Florida
$597K +$1.65K +35 +0.3%
SVCP
173
Silicon Valley Capital Partners
California
$586K +$1.6K +34 +0.3%
CFFP
174
Center for Financial Planning
Michigan
$575K – – –
OIA
175
OneDigital Investment Advisors
Kansas
$573K +$518 +11 +0.1%
5 6
7
8 9