DFUS icon

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 %
HFG
176
Heron Financial Group
New York
$490K +$490K +10,397 New
IF
177
Ironwood Financial
Arizona
$486K +$486K +10,320 New
BWM
178
BT Wealth Management
Georgia
$470K +$470K +9,965 New
AWMG
179
Alliance Wealth Management Group
New Jersey
$465K +$465K +9,863 New
TCM
180
Towercrest Capital Management
Pennsylvania
$465K +$465K +9,863 New
CSIC
181
Clifford Swan Investment Counsel
California
$458K +$458K +9,495 New
GCP
182
Gill Capital Partners
Colorado
$456K +$456K +9,681 New
FNT
183
First National Trust
Pennsylvania
$436K +$436K +9,254 New
HCM
184
Hollencrest Capital Management
California
$419K +$419K +8,888 New
Baird Financial Group
185
Baird Financial Group
Wisconsin
$418K +$418K +8,868 New
V
186
Veritable
Delaware
$410K +$410K +8,700 New
SPC
187
Sigma Planning Corp
Michigan
$397K +$397K +8,416 New
SHJ
188
Sharkey, Howes & Javer
Colorado
$386K +$386K +8,201 New
MGIA
189
Moneta Group Investment Advisors
Missouri
$362K +$362K +7,682 New
TA
190
Tiedemann Advisors
New York
$354K +$354K +7,519 New
PS
191
Portfolio Solutions
Michigan
$350K +$350K +7,212 New
GD
192
Grandfield & Dodd
New York
$350K +$350K +7,419 New
PMG
193
Private Management Group
California
$350K +$350K +7,424 New
PPP
194
Private Portfolio Partners
New Jersey
$347K +$347K +7,354 New
EA
195
Efficient Advisors
Ohio
$345K +$345K +7,315 New
FRA
196
Frank Rimerman Advisors
California
$339K +$339K +7,190 New
ZF
197
Zhang Financial
Michigan
$322K +$322K +6,841 New
KeyBank National Association
198
KeyBank National Association
Ohio
$319K +$319K +6,761 New
BB
199
Busey Bank
Illinois
$318K +$318K +6,753 New
WT
200
Whittier Trust
California
$314K +$314K +6,659 New
6 7
8
9 10