Dimensional US Equity ETF
DFUS
286 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, 90 increasing their positions, 72 reducing their positions, and 11 closing their positions.
300% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 11
25% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 72
9% more funds holding
Funds holding: 262 → 286 (+24)
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
6% more capital invested
Capital invested by funds: $2.36B → $2.5B (+$140M)
1.96% more ownership
Funds ownership: 42.24% → 44.2% (+2%)
Top Buyers
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.52M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.53M |
| 3 |
PL
Plancorp LLC
Saint Louis,
Missouri
|
-$3.05M |
| 4 |
CFO
CVA Family Office
Denver,
Colorado
|
-$2.42M |
| 5 |
JWA
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
-$2.34M |
DFUS Hedge Fund Activity: Q3 2021 in Review
286 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2021, worth a combined $2.5B — up 5.9% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DFUS positions and 11 closed out — a net gain of 33 holders — while 90 added to existing stakes and 72 trimmed.
The largest buyer was Sax Wealth Advisors, opening a new position worth an estimated $27.8M. The largest seller was Envestnet Asset Management, cutting an estimated $5.52M.
- 286 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2021, up from 262 in Q2 2021.
- Funds reported $2.5B of Dimensional US Equity ETF stock for Q3 2021, up 5.9% quarter-over-quarter.
- 44 funds opened new Dimensional US Equity ETF positions in Q3 2021 and 11 closed out, a net change of +33 holders.
- The largest Dimensional US Equity ETF buyer in Q3 2021 was Sax Wealth Advisors, an estimated $27.8M added.
- The largest Dimensional US Equity ETF seller in Q3 2021 was Envestnet Asset Management, an estimated $5.52M sold.
Based on aggregated 13F filings for Q3 2021.