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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
+$16M
3
Mariner
Mariner
Kansas
+$12.1M
4
AF
Advisornet Financial
Minnesota
+$7.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.81M

Top Sellers

1
HWMG
Hurlow Wealth Management Group
Indiana
-$16.3M
2
HWM
Hemington Wealth Management
Virginia
-$10.6M
3
KAS
Kestra Advisory Services
Texas
-$8.23M
4
BSW
Buckingham Strategic Wealth
Missouri
-$6.54M
5
PL
Plancorp LLC
Missouri
-$3.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
176
Prime Capital Investment Advisors
Kansas
$1.11M -$35.4K -684 -3%
AWA
177
Arete Wealth Advisors
Illinois
$1.08M -$49.3K -948 -4%
MWC
178
MBM Wealth Consultants
Missouri
$1.08M – – –
AAS
179
Avantax Advisory Services
Texas
$1.08M +$377K +7,290 +54%
AFAS
180
Acorn Financial Advisory Services
Virginia
$1.06M -$111K -2,139 -9%
SDH
181
Sloy Dahl & Holst
Washington
$1.06M – – –
WIA
182
World Investment Advisors
California
$1.03M -$112K -2,296 -10%
MSFS
183
Main Street Financial Solutions
Pennsylvania
$1.03M +$280K +5,414 +37%
LPP
184
Life Planning Partners
Florida
$967K +$967K +18,667 New
TF
185
TIAA FSB
Florida
$960K – – –
CCWA
186
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$960K +$3.83K +74 +0.4%
MWPCG
187
Measured Wealth Private Client Group
New Hampshire
$959K -$1.55K -30 -0.2%
KeyBank National Association
188
KeyBank National Association
Ohio
$951K – – –
PPW
189
Parcion Private Wealth
Washington
$941K – – –
DADC
190
D.A. Davidson & Co
Montana
$929K +$51.6K +997 +6%
IAN
191
Integrated Advisors Network
Texas
$926K -$10.1K -195 -1%
IWM
192
IHT Wealth Management
Illinois
$923K +$2.64K +51 +0.3%
PA
193
Parallel Advisors
California
$918K -$52.5K -1,016 -5%
BMCM
194
Bryn Mawr Capital Management
Pennsylvania
$910K -$231K -4,469 -20%
TYCC
195
Texas Yale Capital Corp
Florida
$910K – – –
PWMG
196
Prestige Wealth Management Group
New Jersey
$889K -$10.8K -209 -1%
MFS
197
Madrona Financial Services
Washington
$888K +$888K +17,172 New
MWM
198
Merriman Wealth Management
Washington
$881K -$1.24K -24 -0.1%
CFS
199
CRA Financial Services
New Jersey
$866K – – –
RWM
200
Rockwood Wealth Management
Pennsylvania
$865K +$865K +16,727 New
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