We are live on ! Find out more
DFUS

Dimensional US Equity ETF

333 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, 114 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 90

2.35% less ownership

Funds ownership: 61.03%58.67% (-2.4%)

6% less capital invested

Capital invested by funds: $3.81B → $3.58B (-$225M)

8% less funds holding

Funds holding: 363333 (-30)

9% less funds holding in top 10

Funds holding in top 10: 5752 (-5)

51% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 53

Holders
333
Holders Change
-30
Holders Change %
-8.26%
% of All Funds
5.25%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.82%
New
26
Increased
114
Reduced
90
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LB
201
Leo Brokerage
Texas
$713K +$704K +14,554 New
AWS
202
Atria Wealth Solutions
New York
$691K +$682K +14,102 New
IFS
203
Intelligent Financial Strategies
Minnesota
$671K
HNB
204
Huntington National Bank
Ohio
$649K
SAM
205
Summit Asset Management
Tennessee
$635K
PFM
206
Phillips Financial Management
Indiana
$632K +$623K +12,886 New
VFA
207
Valeo Financial Advisors
Indiana
$628K
NGA
208
Naples Global Advisors
Florida
$625K +$1.4K +29 +0.2%
DPI
209
Diversified Portfolios Inc
Michigan
$621K -$14.6K -303 -2%
PSP
210
Principal Street Partners
Tennessee
$613K
SVCP
211
Silicon Valley Capital Partners
California
$613K +$1.35K +28 +0.2%
AG
212
Ascent Group
Virginia
$609K +$26K +538 +5%
CFFP
213
Center for Financial Planning
Michigan
$597K
OIA
214
OneDigital Investment Advisors
Kansas
$597K +$435 +9 +0.1%
C
215
Certuity
Florida
$597K +$1.35K +28 +0.2%
BCI
216
Brinker Capital Investments
Pennsylvania
$596K
Franklin Resources
217
Franklin Resources
California
$576K +$1.26K +26 +0.2%
BHWM
218
Beaird Harris Wealth Management
Texas
$570K -$1.85M -38,281 -77%
GLA
219
Great Lakes Advisors
Illinois
$565K
PC
220
Peavine Capital
Nevada
$556K
BFPW
221
BOK Financial Private Wealth
Colorado
$555K
SF
222
SBK Financial
Virginia
$543K
CIAS
223
Capital Investment Advisory Services
North Carolina
$536K +$1.45K +30 +0.3%
FCI
224
Financial Counselors Inc
Kansas
$530K -$109K -2,247 -17%
SWA
225
SFMG Wealth Advisors
Texas
$530K +$145 +3 +0%

DFUS Hedge Fund Activity: Q1 2022 in Review

333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2022, worth a combined $3.58B — down 5.9% from $3.81B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of DFUS and 26 opened new positions — a net loss of 27 holders — while 90 trimmed existing stakes and 114 added.

The largest buyer was Envestnet Asset Management, adding an estimated $37.1M. The largest seller was LPL Financial, exiting entirely with an estimated $46M sold.

  • 333 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2022, down from 363 in Q4 2021.
  • Funds reported $3.58B of Dimensional US Equity ETF stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 26 funds opened new Dimensional US Equity ETF positions in Q1 2022 and 53 closed out, a net change of -27 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $37.1M added.
  • The largest Dimensional US Equity ETF seller in Q1 2022 was LPL Financial, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2022.