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DFUS

Dimensional US Equity ETF

262 hedge funds and large institutions have $2.36B invested in Dimensional US Equity ETF in 2021 Q2 according to their latest regulatory filings, with 262 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

42.24% more ownership

Funds ownership: 0%42.24% (+42%)

Holders
262
Holders Change
+262
Holders Change %
% of All Funds
4.56%
Holding in Top 10
25
Holding in Top 10 Change
+25
Holding in Top 10 Change %
% of All Funds
0.44%
New
262
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PL
1
Plancorp LLC
Missouri
$281M +$278M +5,960,821 New
BSW
2
Buckingham Strategic Wealth
Missouri
$251M +$248M +5,324,551 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$226M +$223M +4,789,449 New
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$181M +$179M +3,839,992 New
TWA
5
TCI Wealth Advisors
Arizona
$98.7M +$97.6M +2,094,818 New
Creative Planning
6
Creative Planning
Kansas
$76.5M +$75.7M +1,623,397 New
JWA
7
JFS Wealth Advisors
Pennsylvania
$71.6M +$70.8M +1,519,050 New
FG
8
Foster Group
Iowa
$64M +$63.3M +1,357,424 New
CL
9
Choreo LLC
Illinois
$59.4M +$58.8M +1,261,148 New
MWM
10
Modera Wealth Management
New Jersey
$54.6M +$54M +1,159,206 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$54.5M +$53.9M +1,157,013 New
DY
12
Dowling & Yahnke
California
$53.9M +$53.3M +1,143,816 New
CFO
13
Colony Family Offices
North Carolina
$50.2M +$49.6M +1,064,709 New
EAM
14
Evanson Asset Management
California
$44.9M +$44.5M +953,634 New
LPL Financial
15
LPL Financial
California
$39.2M +$38.8M +831,775 New
MAM
16
McLean Asset Management
Virginia
$38.4M +$37.9M +812,393 New
Truist Financial
17
Truist Financial
North Carolina
$36.8M +$36.4M +781,237 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$36.6M +$36.2M +777,175 New
AssetMark Inc
19
AssetMark Inc
California
$35.4M +$35M +751,330 New
1WM
20
1900 Wealth Management
Texas
$31.6M +$31.3M +671,198 New
AIS
21
American Investment Services
Massachusetts
$28.9M +$28.6M +612,776 New
RS
22
Retirement Solution
Washington
$21.4M +$21.1M +453,503 New
CPIG
23
Chicago Partners Investment Group
Illinois
$21.3M +$20.5M +440,786 New
AC
24
Apella Capital
Connecticut
$20.4M +$20.1M +432,078 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$19.9M +$19.7M +421,737 New

DFUS Hedge Fund Activity: Q2 2021 in Review

262 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2021, worth a combined $2.36B.

Buyers outnumbered sellers: 262 funds opened new DFUS positions and 0 closed out — a net gain of 262 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Plancorp LLC, opening a new position worth an estimated $278M.

  • 262 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2021, up from 0 in Q1 2021.
  • Funds reported $2.36B of Dimensional US Equity ETF stock for Q2 2021.
  • 262 funds opened new Dimensional US Equity ETF positions in Q2 2021 and 0 closed out, a net change of +262 holders.
  • The largest Dimensional US Equity ETF buyer in Q2 2021 was Plancorp LLC, an estimated $278M added.

Based on aggregated 13F filings for Q2 2021.