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DFUS

Dimensional US Equity ETF

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
Name Holding Trade Value Shares
Change
Change in
Stake
BB
201
Busey Bank
Illinois
$318K +$315K +6,753 New
WT
202
Whittier Trust
California
$314K +$310K +6,659 New
EVM
203
Eaton Vance Management
Massachusetts
$313K +$310K +6,640 New
GWM
204
GSB Wealth Management
Connecticut
$313K +$310K +6,640 New
TPWA
205
TRUE Private Wealth Advisors
Oregon
$307K +$304K +6,528 New
BCM
206
Brookstone Capital Management
Illinois
$305K +$298K +6,391 New
GI
207
Gradient Investments
Minnesota
$304K +$301K +6,459 New
FI
208
FormulaFolio Investments
Michigan
$301K +$298K +6,391 New
OCM
209
One Capital Management
California
$296K +$293K +6,291 New
TIM
210
Tortoise Investment Management
New York
$291K +$288K +6,176 New
CTC
211
Central Trust Company
Missouri
$287K +$284K +6,099 New
CS
212
Capital Square
Tennessee
$282K +$276K +5,930 New
AWA
213
Acorn Wealth Advisors
Michigan
$276K +$273K +5,865 New
AIM
214
Acropolis Investment Management
Missouri
$273K +$270K +5,798 New
VFP
215
Verus Financial Partners
Virginia
$261K +$257K +5,517 New
BTWM
216
Baker Tilly Wealth Management
Wisconsin
$254K +$251K +5,394 New
KOMWMG
217
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$251K +$248K +5,320 New
WANY
218
Wealthspire Advisors (New York)
New York
$250K +$247K +5,305 New
LNWTC
219
Laird Norton Wetherby Trust Company
Washington
$249K +$247K +5,291 New
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$246K
PFO
221
Pathstone Family Office
New Jersey
$245K +$242K +5,193 New
Bank of New York Mellon
222
Bank of New York Mellon
New York
$245K +$243K +5,205 New
LWAC
223
Laurel Wealth Advisors (California)
California
$243K +$240K +5,153 New
NAM
224
NTV Asset Management
West Virginia
$241K +$238K +5,115 New
WT
225
Washington Trust
Rhode Island
$240K +$237K +5,087 New

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.