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Dimensional US Equity ETF
DFUS

Overview Fund Activity

331 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, 113 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-30
Holders Change %
-8.31%
% of All Funds
5.24%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
26
Increased
113
Reduced
90
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$266M
2
Mariner
Mariner
Kansas
$34.9M
3
AF
Advisornet Financial
Minnesota
$40.9M
4
HWM
Hemington Wealth Management
Virginia
$10.2M
5
RA
RFG Advisory
Alabama
$8.94M

Top Sellers

1
LPL Financial
LPL Financial
California
$0
2
MAM
McLean Asset Management
Virginia
$0
3
AC
Apella Capital
Connecticut
$0
4
PWM
PBMares Wealth Management
Virginia
$0
5
DAS
Dynamic Advisor Solutions
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
201
Intelligent Financial Strategies
Minnesota
$671K – – –
HNB
202
Huntington National Bank
Ohio
$649K -$681K – –
SAM
203
Summit Asset Management
Tennessee
$635K – – –
PFM
204
Phillips Financial Management
Indiana
$632K +$632K +12,886 New
VFA
205
Valeo Financial Advisors
Indiana
$628K – – –
NGA
206
Naples Global Advisors
Florida
$625K +$1.42K +29 +0.2%
DPI
207
Diversified Portfolios Inc
Michigan
$621K -$14.9K -303 -2%
PSP
208
Principal Street Partners
Tennessee
$613K – – –
SVCP
209
Silicon Valley Capital Partners
California
$613K +$1.37K +28 +0.2%
AG
210
Ascent Group
Virginia
$609K +$26.4K +538 +5%
CFFP
211
Center for Financial Planning
Michigan
$597K – – –
OIA
212
OneDigital Investment Advisors
Kansas
$597K +$441 +9 +0.1%
C
213
Certuity
Florida
$597K +$1.37K +28 +0.2%
BCI
214
Brinker Capital Investments
Pennsylvania
$596K – – –
Franklin Resources
215
Franklin Resources
California
$576K +$1.27K +26 +0.2%
BHWM
216
Beaird Harris Wealth Management
Texas
$570K -$1.88M -38,281 -77%
GLA
217
Great Lakes Advisors
Illinois
$565K – – –
PC
218
Peavine Capital
Nevada
$556K – – –
BFPW
219
BOK Financial Private Wealth
Colorado
$555K – – –
SF
220
SBK Financial
Virginia
$543K – – –
CIAS
221
Capital Investment Advisory Services
North Carolina
$536K +$1.47K +30 +0.3%
FCI
222
Financial Counselors Inc
Kansas
$530K -$110K -2,247 -17%
SWA
223
SFMG Wealth Advisors
Texas
$530K +$147 +3 +0%
CWM
224
Curi Wealth Management
North Carolina
$519K +$1.18K +24 +0.2%
W
225
WorthPointe
California
$518K – – –
7 8
9
10 11