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Dimensional US Equity ETF
DFUS

Overview Fund Activity

331 hedge funds and large institutions have $3.58B invested in Dimensional US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 113 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-30
Holders Change %
-8.31%
% of All Funds
5.24%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
26
Increased
113
Reduced
90
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$266M
2
Mariner
Mariner
Kansas
$34.9M
3
AF
Advisornet Financial
Minnesota
$40.9M
4
HWM
Hemington Wealth Management
Virginia
$10.2M
5
RA
RFG Advisory
Alabama
$8.94M

Top Sellers

1
LPL Financial
LPL Financial
California
$0
2
MAM
McLean Asset Management
Virginia
$0
3
AC
Apella Capital
Connecticut
$0
4
PWM
PBMares Wealth Management
Virginia
$0
5
DAS
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
151
Abacus Wealth Partners
California
$1.31M -$4.08M -83,211 -76%
RTL
152
Red Tortoise LLC
Georgia
$1.26M +$2.89K +59 +0.2%
LNWWM
153
Laird Norton Wetherby Wealth Management
California
$1.26M +$670K +13,667 +114%
SIC
154
SJS Investment Consulting
Ohio
$1.24M -$49K -1,000 -4%
FOA
155
Five Oceans Advisors
California
$1.23M -$11.9K -243 -1%
CPSAC
156
Chas P. Smith & Associates (CPS)
Florida
$1.23M -$8.24K -168 -0.7%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$1.23M +$12.7K +260 +1%
ADL
158
Asset Dedication LLC
California
$1.23M +$81K +1,651 +7%
WAM
159
WNY Asset Management
New York
$1.22M – – –
EWA
160
EP Wealth Advisors
California
$1.21M +$1.21M +24,686 New
Jane Street
161
Jane Street
New York
$1.2M +$1.2M +24,555 New
MIAN
162
Mariner Independent Advisor Network
Kansas
$1.2M +$1.2M +24,466 New
PFBT
163
Parkside Financial Bank & Trust
Missouri
$1.19M – – –
BFS
164
Bard Financial Services
Connecticut
$1.19M – – –
QA
165
Quantitative Advantage
Minnesota
$1.15M +$42.1K +858 +4%
PCIA
166
Prime Capital Investment Advisors
Kansas
$1.11M – – –
SDH
167
Sloy Dahl & Holst
Washington
$1.06M -$40.5K -826 -4%
EIA
168
Eldridge Investment Advisors
New Hampshire
$1.05M -$37.1K -758 -3%
AAS
169
Avantax Advisory Services
Texas
$1.05M +$25K +509 +2%
WIA
170
World Investment Advisors
California
$1.04M +$2.06K +42 +0.2%
CA
171
CGN Advisors
Kansas
$1.03M -$88.4K -1,803 -8%
MWC
172
MBM Wealth Consultants
Missouri
$1.02M – – –
AWA
173
Arete Wealth Advisors
Illinois
$1.02M +$1.13K +23 +0.1%
AFAS
174
Acorn Financial Advisory Services
Virginia
$1.01M – – –
KeyBank National Association
175
KeyBank National Association
Ohio
$1.01M +$103K +2,109 +11%
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7
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