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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 %
EVM
201
Eaton Vance Management
Massachusetts
$313K +$313K +6,640 New
GWM
202
GSB Wealth Management
Connecticut
$313K +$313K +6,640 New
TPWA
203
TRUE Private Wealth Advisors
Oregon
$307K +$307K +6,528 New
BCM
204
Brookstone Capital Management
Illinois
$305K +$305K +6,391 New
GI
205
Gradient Investments
Minnesota
$304K +$304K +6,459 New
FI
206
FormulaFolio Investments
Michigan
$301K +$301K +6,391 New
OCM
207
One Capital Management
California
$296K +$296K +6,291 New
TIM
208
Tortoise Investment Management
New York
$291K +$291K +6,176 New
CTC
209
Central Trust Company
Missouri
$287K +$287K +6,099 New
CS
210
Capital Square
Tennessee
$282K +$282K +5,930 New
AWA
211
Acorn Wealth Advisors
Michigan
$276K +$276K +5,865 New
AIM
212
Acropolis Investment Management
Missouri
$273K +$273K +5,798 New
VFP
213
Verus Financial Partners
Virginia
$261K +$261K +5,517 New
BTWM
214
Baker Tilly Wealth Management
Wisconsin
$254K +$254K +5,394 New
KOMWMG
215
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$251K +$251K +5,320 New
WANY
216
Wealthspire Advisors (New York)
New York
$250K +$250K +5,305 New
LNWTC
217
Laird Norton Wetherby Trust Company
Washington
$249K +$249K +5,291 New
Luther King Capital Management (LKCM)
218
Luther King Capital Management (LKCM)
Texas
$246K – – –
PFO
219
Pathstone Family Office
New Jersey
$245K +$245K +5,193 New
Bank of New York Mellon
220
Bank of New York Mellon
New York
$245K +$245K +5,205 New
LWAC
221
Laurel Wealth Advisors (California)
California
$243K +$243K +5,153 New
NAM
222
NTV Asset Management
West Virginia
$241K +$241K +5,115 New
WT
223
Washington Trust
Rhode Island
$240K +$240K +5,087 New
CG
224
Caprock Group
Idaho
$236K +$236K +5,009 New
UB
225
UMB Bank
Missouri
$233K +$233K +4,939 New
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