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Dimensional US Equity ETF
DFUS

Overview Fund Activity

361 hedge funds and large institutions have $3.8B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
361
Holders Change
+77
Holders Change %
+27.11%
% of All Funds
5.58%
Holding in Top 10
56
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+115.38%
% of All Funds
0.86%
New
95
Increased
101
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
$88.9M
2
RRC
Relaxing Retirement Coach
Massachusetts
$32.7M
3
Mariner
Mariner
Kansas
$13.6M
4
AF
Advisornet Financial
Minnesota
$21.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$55.4M

Top Sellers

1
HWMG
Hurlow Wealth Management Group
Indiana
$0
2
HWM
Hemington Wealth Management
Virginia
$0
3
KAS
Kestra Advisory Services
Texas
$14.3M
4
BSW
Buckingham Strategic Wealth
Missouri
$277M
5
PL
Plancorp LLC
Missouri
$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
151
U.S. Capital Wealth Advisors
Texas
$1.45M – – –
SSB
152
Sandy Spring Bank
Maryland
$1.45M +$31.5K +609 +2%
FWP
153
FAS Wealth Partners
Kansas
$1.44M -$370K -7,151 -20%
HSG
154
Helen Stephens Group
Texas
$1.42M +$1.42M +27,545 New
BFO
155
Biltmore Family Office
North Carolina
$1.42M – – –
MA
156
MUFG Americas
New York
$1.42M -$167K -3,227 -11%
WAG
157
Winthrop Advisory Group
Massachusetts
$1.4M -$3.62K -70 -0.3%
PFP
158
Pinnacle Financial Partners
Tennessee
$1.4M -$25.7K -497 -2%
ASI
159
Advisory Services & Investments
Oregon
$1.39M +$91.3K +1,766 +7%
NHC
160
Nicholas Hoffman & Company
Georgia
$1.38M +$1.38M +26,727 New
SIC
161
SJS Investment Consulting
Ohio
$1.36M +$1.36M +26,386 New
RTL
162
Red Tortoise LLC
Georgia
$1.33M -$13.2K -255 -1%
FOA
163
Five Oceans Advisors
California
$1.31M -$4.45K -86 -0.3%
CPSAC
164
Chas P. Smith & Associates (CPS)
Florida
$1.31M – – –
AWM
165
AE Wealth Management
Kansas
$1.29M +$497K +9,615 +62%
WAM
166
WNY Asset Management
New York
$1.29M -$40.8K -789 -3%
Citadel Advisors
167
Citadel Advisors
Florida
$1.29M +$1.29M +24,850 New
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$1.28M +$57.7K +1,117 +5%
PFBT
169
Parkside Financial Bank & Trust
Missouri
$1.26M – – –
BFS
170
Bard Financial Services
Connecticut
$1.25M – – –
ADL
171
Asset Dedication LLC
California
$1.21M – – –
CA
172
CGN Advisors
Kansas
$1.18M +$171K +3,304 +17%
QA
173
Quantitative Advantage
Minnesota
$1.17M +$1.17M +22,601 New
MCM
174
Manchester Capital Management
Vermont
$1.17M – – –
EIA
175
Eldridge Investment Advisors
New Hampshire
$1.14M +$10.3K +200 +0.9%
5 6
7
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