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Dimensional US Equity ETF
DFUS

Overview Fund Activity

260 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 259 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
260
Holders Change
+259
Holders Change %
+25,900%
% of All Funds
4.54%
Holding in Top 10
24
Holding in Top 10 Change
+24
Holding in Top 10 Change %
%
% of All Funds
0.42%
New
259
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PL
1
Plancorp LLC
Missouri
$281M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$251M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$226M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$181M
5
TWA
5
TCI Wealth Advisors
Arizona
$98.7M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
PL
1
Plancorp LLC
Missouri
$281M 5,960,821 +5,960,821 New
BSW
2
Buckingham Strategic Wealth
Missouri
$251M 5,324,551 +5,324,551 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$226M 4,789,449 +4,789,449 New
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$181M 3,839,992 +3,839,992 New
TWA
5
TCI Wealth Advisors
Arizona
$98.7M 2,094,818 +2,094,818 New
Creative Planning
6
Creative Planning
Kansas
$76.5M 1,623,397 +1,623,397 New
JWA
7
JFS Wealth Advisors
Pennsylvania
$71.6M 1,519,050 +1,519,050 New
FG
8
Foster Group
Iowa
$64M 1,357,424 +1,357,424 New
CL
9
Choreo LLC
Illinois
$59.4M 1,261,148 +1,261,148 New
MWM
10
Modera Wealth Management
New Jersey
$54.6M 1,159,206 +1,159,206 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$54.5M 1,157,013 +1,157,013 New
DY
12
Dowling & Yahnke
California
$53.9M 1,143,816 +1,143,816 New
CFO
13
Colony Family Offices
North Carolina
$50.2M 1,064,709 +1,064,709 New
EAM
14
Evanson Asset Management
California
$44.9M 953,634 +953,634 New
LPL Financial
15
LPL Financial
California
$39.2M 831,775 +831,775 New
MAM
16
McLean Asset Management
Virginia
$38.4M 812,393 +812,393 New
Truist Financial
17
Truist Financial
North Carolina
$36.8M 781,237 +781,237 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$36.6M 777,175 +777,175 New
AssetMark Inc
19
AssetMark Inc
California
$35.4M 751,330 +751,330 New
1WM
20
1900 Wealth Management
Texas
$31.6M 671,198 +671,198 New
AIS
21
American Investment Services
Massachusetts
$28.9M 612,776 +612,776 New
RS
22
Retirement Solution
Washington
$21.4M 453,503 +453,503 New
CPIG
23
Chicago Partners Investment Group
Illinois
$21.3M 440,786 +440,786 New
AC
24
Apella Capital
Connecticut
$20.4M 432,078 +432,078 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$19.9M 421,737 +421,737 New
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