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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 %
MCM
176
Manchester Capital Management
Vermont
$980K -$125K -2,558 -11%
LPP
177
Life Planning Partners
Florida
$915K – – –
PPW
178
Parcion Private Wealth
Washington
$913K – – –
CCWA
179
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$912K +$2.06K +42 +0.2%
TF
180
TIAA FSB
Florida
$894K -$16.4K -334 -2%
PA
181
Parallel Advisors
California
$885K +$1.99K +40 +0.2%
TYCC
182
Texas Yale Capital Corp
Florida
$863K – – –
IAN
183
Integrated Advisors Network
Texas
$862K -$15.9K -324 -2%
BMCM
184
Bryn Mawr Capital Management
Pennsylvania
$862K – – –
PWMG
185
Prestige Wealth Management Group
New Jersey
$843K – – –
RWM
186
Rockwood Wealth Management
Pennsylvania
$821K +$1.27K +26 +0.2%
B
187
Brightworth
Georgia
$820K +$343 +7 +0%
SFG
188
SNS Financial Group
Minnesota
$812K +$812K +16,557 New
GWM
189
Geneos Wealth Management
Colorado
$808K +$808K +16,498 New
DADC
190
D.A. Davidson & Co
Montana
$787K -$93.7K -1,912 -11%
MWM
191
Merriman Wealth Management
Washington
$780K -$55.5K -1,131 -7%
TIM
192
Tortoise Investment Management
New York
$769K – – –
PGFC
193
Peapack-Gladstone Financial Corp
New Jersey
$746K -$58.8K -1,200 -7%
WFA
194
WestHill Financial Advisors
California
$739K -$980 -20 -0.1%
KA
195
Klingman & Associates
New York
$736K – – –
SAM
196
SP Asset Management
California
$735K +$1.67K +34 +0.2%
PP
197
Pegasus Partners
Wisconsin
$732K – – –
V
198
Veritable
Delaware
$726K – – –
LB
199
Leo Brokerage
Texas
$713K +$713K +14,554 New
AWS
200
Atria Wealth Solutions
New York
$691K +$691K +14,102 New
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