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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.

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
1
Sax Wealth Advisors
New Jersey
$27.1M
2
AC
2
AWM Capital
Arizona
$20.8M
3
HWMG
3
Hurlow Wealth Management Group
Indiana
$16.3M
4
AF
4
Advisornet Financial
Minnesota
$12.7M
5
HWM
5
Hemington Wealth Management
Virginia
$10.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$220M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.83M
3
PL
3
Plancorp LLC
Missouri
$278M
4
CFO
4
CVA Family Office
Colorado
$0
5
JWA
5
JFS Wealth Advisors
Pennsylvania
$69.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PL
1
Plancorp LLC
Missouri
$278M 5,897,888 -62,933 -1%
BSW
2
Buckingham Strategic Wealth
Missouri
$259M 5,484,048 +159,497 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$220M 4,675,390 -114,059 -2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$179M 3,795,634 -44,358 -1%
TWA
5
TCI Wealth Advisors
Arizona
$98.9M 2,097,359 +2,541 +0.1%
Creative Planning
6
Creative Planning
Kansas
$76.4M 1,619,700 -3,697 -0.2%
JWA
7
JFS Wealth Advisors
Pennsylvania
$69.4M 1,470,740 -48,310 -3%
FG
8
Foster Group
Iowa
$63.1M 1,338,326 -19,098 -1%
CL
9
Choreo LLC
Illinois
$59.2M 1,255,062 -6,086 -0.5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$55.6M 1,179,446 +22,433 +2%
MWM
11
Modera Wealth Management
New Jersey
$54.1M 1,147,267 -11,939 -1%
DY
12
Dowling & Yahnke
California
$53.5M 1,134,078 -9,738 -0.9%
CFO
13
Colony Family Offices
North Carolina
$48.1M 1,019,485 -45,224 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$46.1M 978,164 +200,989 +26%
EAM
15
Evanson Asset Management
California
$44.9M 954,672 +1,038 +0.1%
MAM
16
McLean Asset Management
Virginia
$40.5M 809,591 -2,802 -0.3%
LPL Financial
17
LPL Financial
California
$40.1M 851,327 +19,552 +2%
Truist Financial
18
Truist Financial
North Carolina
$37.5M 794,936 +13,699 +2%
AssetMark Inc
19
AssetMark Inc
California
$37.1M 786,224 +34,894 +5%
1WM
20
1900 Wealth Management
Texas
$31.8M 674,941 +3,743 +0.6%
AIS
21
American Investment Services
Massachusetts
$29.2M 619,251 +6,475 +1%
SWA
22
Sax Wealth Advisors
New Jersey
$27.1M 574,250 +574,250 New
RS
23
Retirement Solution
Washington
$23.7M 502,602 +49,099 +11%
CPIG
24
Chicago Partners Investment Group
Illinois
$23M 451,288 +10,502 +2%
AC
25
AWM Capital
Arizona
$20.8M 404,178 +404,178 New
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