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DFUS

Dimensional US Equity ETF
DFUS

262 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 262 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.24% more ownership

Funds ownership: 0% → 42.24% (+42%)

Holders
262
Holders Change
+262
Holders Change %
–
% of All Funds
4.56%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.44%
New
262
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
Plancorp LLC
Missouri
+$278M
2
BSW
Buckingham Strategic Wealth
Missouri
+$248M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$223M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$179M
5
TWA
TCI Wealth Advisors
Arizona
+$97.6M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
176
Merit Financial Group
Georgia
$504K +$499K +10,702 New
CWM
177
Curi Wealth Management
North Carolina
$494K +$489K +10,494 New
HFG
178
Heron Financial Group
New York
$490K +$485K +10,397 New
IF
179
Ironwood Financial
Arizona
$486K +$481K +10,320 New
BWM
180
BT Wealth Management
Georgia
$470K +$464K +9,965 New
AWMG
181
Alliance Wealth Management Group
New Jersey
$465K +$460K +9,863 New
TCM
182
Towercrest Capital Management
Pennsylvania
$465K +$460K +9,863 New
CSIC
183
Clifford Swan Investment Counsel
California
$458K +$443K +9,495 New
GCP
184
Gill Capital Partners
Colorado
$456K +$451K +9,681 New
FNT
185
First National Trust
Pennsylvania
$436K +$431K +9,254 New
HCM
186
Hollencrest Capital Management
California
$419K +$414K +8,888 New
Baird Financial Group
187
Baird Financial Group
Wisconsin
$418K +$413K +8,868 New
V
188
Veritable
Delaware
$410K +$406K +8,700 New
SPC
189
Sigma Planning Corp
Michigan
$397K +$392K +8,416 New
SHJ
190
Sharkey, Howes & Javer
Colorado
$386K +$382K +8,201 New
MGIA
191
Moneta Group Investment Advisors
Missouri
$362K +$358K +7,682 New
TA
192
Tiedemann Advisors
New York
$354K +$350K +7,519 New
PS
193
Portfolio Solutions
Michigan
$350K +$336K +7,212 New
GD
194
Grandfield & Dodd
New York
$350K +$346K +7,419 New
PMG
195
Private Management Group
California
$350K +$346K +7,424 New
PPP
196
Private Portfolio Partners
New Jersey
$347K +$343K +7,354 New
EA
197
Efficient Advisors
Ohio
$345K +$341K +7,315 New
FRA
198
Frank Rimerman Advisors
California
$339K +$335K +7,190 New
ZF
199
Zhang Financial
Michigan
$322K +$319K +6,841 New
KeyBank National Association
200
KeyBank National Association
Ohio
$319K +$315K +6,761 New
6 7
8
9 10

DFUS Hedge Fund Activity: Q2 2021 in Review

262 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2021, worth a combined $2.36B.

Buyers outnumbered sellers: 262 funds opened new DFUS positions and 0 closed out — a net gain of 262 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Plancorp LLC, opening a new position worth an estimated $278M.

  • 262 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $2.36B of Dimensional US Equity ETF stock for Q2 2021.
  • 262 funds opened new Dimensional US Equity ETF positions in Q2 2021 and 0 closed out, a net change of +262 holders.
  • The largest Dimensional US Equity ETF buyer in Q2 2021 was Plancorp LLC, an estimated $278M added.

Based on aggregated 13F filings for Q2 2021.