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Dimensional US Equity ETF
DFUS

Overview Fund Activity

284 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, 89 increasing their positions, 72 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+24
Holders Change %
+9.23%
% of All Funds
4.99%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.46%
New
44
Increased
89
Reduced
72
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWA
Sax Wealth Advisors
New Jersey
$27.1M
2
HWMG
Hurlow Wealth Management Group
Indiana
$16.3M
3
AF
Advisornet Financial
Minnesota
$12.7M
4
HWM
Hemington Wealth Management
Virginia
$10.6M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$46.1M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$220M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.83M
3
PL
Plancorp LLC
Missouri
$278M
4
CFO
CVA Family Office
Colorado
$0
5
JWA
JFS Wealth Advisors
Pennsylvania
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
201
Baird Financial Group
Wisconsin
$418K – – –
MMA
202
Miracle Mile Advisors
California
$417K +$417K +8,832 New
SPC
203
Sigma Planning Corp
Michigan
$397K – – –
SHJ
204
Sharkey, Howes & Javer
Colorado
$388K +$1.04K +22 +0.3%
LBD
205
Landsberg Bennett & Dubbaneh
Florida
$367K +$367K +7,698 New
MGIA
206
Moneta Group Investment Advisors
Missouri
$362K -$283 -6 -0.1%
TA
207
Tiedemann Advisors
New York
$355K – – –
PMG
208
Private Management Group
California
$350K – – –
GD
209
Grandfield & Dodd
New York
$350K – – –
EA
210
Efficient Advisors
Ohio
$346K +$520 +11 +0.2%
PPP
211
Private Portfolio Partners
New Jersey
$341K -$5.9K -125 -2%
FRA
212
Frank Rimerman Advisors
California
$339K – – –
Luther King Capital Management (LKCM)
213
Luther King Capital Management (LKCM)
Texas
$323K -$246K – –
EWM
214
Evercore Wealth Management
New York
$321K +$321K +6,799 New
VCM
215
Versant Capital Management
Arizona
$319K +$319K +6,759 New
PS
216
Portfolio Solutions
Michigan
$318K -$21.7K -460 -6%
BB
217
Busey Bank
Illinois
$318K – – –
WT
218
Whittier Trust
California
$314K – – –
GWM
219
GSB Wealth Management
Connecticut
$307K -$5.99K -127 -2%
TPWA
220
TRUE Private Wealth Advisors
Oregon
$307K – – –
BCM
221
Brookstone Capital Management
Illinois
$306K – – –
PSP
222
Principal Street Partners
Tennessee
$305K -$308K -6,520 -50%
GI
223
Gradient Investments
Minnesota
$305K – – –
CTC
224
Central Trust Company
Missouri
$302K +$14.6K +309 +5%
OCM
225
One Capital Management
California
$297K +$800 +17 +0.3%
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9
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