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DFUS

Dimensional US Equity ETF
DFUS

286 hedge funds and large institutions have $2.5B invested in Dimensional US Equity ETF in 2021 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 90 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 11

25% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 72

9% more funds holding

Funds holding: 262 → 286 (+24)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

6% more capital invested

Capital invested by funds: $2.36B → $2.5B (+$140M)

1.96% more ownership

Funds ownership: 42.24% → 44.2% (+2%)

Holders
286
Holders Change
+24
Holders Change %
+9.16%
% of All Funds
5.01%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
44
Increased
90
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
+$27.8M
2
HWMG
Hurlow Wealth Management Group
Indiana
+$16.7M
3
AF
Advisornet Financial
Minnesota
+$13.1M
4
HWM
Hemington Wealth Management
Virginia
+$10.9M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.73M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.52M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.53M
3
PL
Plancorp LLC
Missouri
-$3.05M
4
CFO
CVA Family Office
Colorado
-$2.42M
5
JWA
JFS Wealth Advisors
Pennsylvania
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
201
Surevest
California
$425K +$436K +9,011 New
HCM
202
Hollencrest Capital Management
California
$419K – – –
Baird Financial Group
203
Baird Financial Group
Wisconsin
$418K – – –
MMA
204
Miracle Mile Advisors
California
$417K +$427K +8,832 New
SPC
205
Sigma Planning Corp
Michigan
$397K – – –
SHJ
206
Sharkey, Howes & Javer
Colorado
$388K +$1.06K +22 +0.3%
LBD
207
Landsberg Bennett & Dubbaneh
Florida
$367K +$372K +7,698 New
MGIA
208
Moneta Group Investment Advisors
Missouri
$362K -$290 -6 -0.1%
TA
209
Tiedemann Advisors
New York
$355K – – –
GD
210
Grandfield & Dodd
New York
$350K – – –
PMG
211
Private Management Group
California
$350K – – –
EA
212
Efficient Advisors
Ohio
$346K +$532 +11 +0.2%
PPP
213
Private Portfolio Partners
New Jersey
$341K -$6.05K -125 -2%
FRA
214
Frank Rimerman Advisors
California
$339K – – –
Luther King Capital Management (LKCM)
215
Luther King Capital Management (LKCM)
Texas
$323K – – –
EWM
216
Evercore Wealth Management
New York
$321K +$329K +6,799 New
VCM
217
Versant Capital Management
Arizona
$319K +$327K +6,759 New
PS
218
Portfolio Solutions
Michigan
$318K -$22.3K -460 -6%
BB
219
Busey Bank
Illinois
$318K – – –
WT
220
Whittier Trust
California
$314K – – –
GWM
221
GSB Wealth Management
Connecticut
$307K -$6.14K -127 -2%
TPWA
222
TRUE Private Wealth Advisors
Oregon
$307K – – –
BCM
223
Brookstone Capital Management
Illinois
$306K – – –
PSP
224
Principal Street Partners
Tennessee
$305K -$315K -6,520 -50%
GI
225
Gradient Investments
Minnesota
$305K – – –
7 8
9
10 11

DFUS Hedge Fund Activity: Q3 2021 in Review

286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2021, worth a combined $2.5B — up 5.9% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DFUS positions and 11 closed out — a net gain of 33 holders — while 90 added to existing stakes and 72 trimmed.

The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $27.8M. The largest seller was Envestnet Asset Management, cutting an estimated $5.52M.

  • 286 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2021, up from 262 in Q2 2021.
  • Funds reported $2.5B of Dimensional US Equity ETF stock for Q3 2021, up 5.9% quarter-over-quarter.
  • 44 funds opened new Dimensional US Equity ETF positions in Q3 2021 and 11 closed out, a net change of +33 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $27.8M added.
  • The largest Dimensional US Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $5.52M sold.

Based on aggregated 13F filings for Q3 2021.