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DFUS

Dimensional US Equity ETF

333 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, 114 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 90

2.35% less ownership

Funds ownership: 61.03%58.67% (-2.4%)

6% less capital invested

Capital invested by funds: $3.81B → $3.58B (-$225M)

8% less funds holding

Funds holding: 363333 (-30)

9% less funds holding in top 10

Funds holding in top 10: 5752 (-5)

51% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 53

Holders
333
Holders Change
-30
Holders Change %
-8.26%
% of All Funds
5.25%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.82%
New
26
Increased
114
Reduced
90
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
176
KeyBank National Association
Ohio
$1M +$102K +2,109 +11%
MCM
177
Manchester Capital Management
Vermont
$980K -$124K -2,558 -11%
LPP
178
Life Planning Partners
Florida
$915K
PPW
179
Parcion Private Wealth
Washington
$913K
CCWA
180
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$912K +$2.03K +42 +0.2%
TF
181
TIAA FSB
Florida
$894K -$16.1K -334 -2%
PA
182
Parallel Advisors
California
$885K +$1.93K +40 +0.2%
TYCC
183
Texas Yale Capital Corp
Florida
$863K
IAN
184
Integrated Advisors Network
Texas
$862K -$15.7K -324 -2%
BMCM
185
Bryn Mawr Capital Management
Pennsylvania
$862K
IFG
186
Independent Financial Group
California
$852K +$9.72K +201 +1%
PWMG
187
Prestige Wealth Management Group
New Jersey
$843K
RWM
188
Rockwood Wealth Management
Pennsylvania
$821K +$1.26K +26 +0.2%
B
189
Brightworth
Georgia
$820K +$338 +7 +0%
SFG
190
SNS Financial Group
Minnesota
$812K +$800K +16,557 New
GWM
191
Geneos Wealth Management
Colorado
$808K +$798K +16,498 New
DADC
192
D.A. Davidson & Co
Montana
$787K -$92.4K -1,912 -11%
MWM
193
Merriman Wealth Management
Washington
$780K -$54.7K -1,131 -7%
TIM
194
Tortoise Investment Management
New York
$769K
PGFC
195
Peapack-Gladstone Financial Corp
New Jersey
$746K -$58K -1,200 -7%
WFA
196
WestHill Financial Advisors
California
$739K -$967 -20 -0.1%
KA
197
Klingman & Associates
New York
$736K
SAM
198
SP Asset Management
California
$735K +$1.64K +34 +0.2%
PP
199
Pegasus Partners
Wisconsin
$732K
V
200
Veritable
Delaware
$726K

DFUS Hedge Fund Activity: Q1 2022 in Review

333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2022, worth a combined $3.58B — down 5.9% from $3.81B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of DFUS and 26 opened new positions — a net loss of 27 holders — while 90 trimmed existing stakes and 114 added.

The largest buyer was Envestnet Asset Management, adding an estimated $37.1M. The largest seller was LPL Financial, exiting entirely with an estimated $46M sold.

  • 333 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2022, down from 363 in Q4 2021.
  • Funds reported $3.58B of Dimensional US Equity ETF stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 26 funds opened new Dimensional US Equity ETF positions in Q1 2022 and 53 closed out, a net change of -27 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $37.1M added.
  • The largest Dimensional US Equity ETF seller in Q1 2022 was LPL Financial, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2022.