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Dimensional US Equity ETF
DFUS

Overview Fund Activity

361 hedge funds and large institutions have $3.8B invested in Dimensional US Equity ETF in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 13 closing their positions.

Holders
361
Holders Change
+77
Holders Change %
+27.11%
% of All Funds
5.58%
Holding in Top 10
56
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+115.38%
% of All Funds
0.86%
New
95
Increased
101
Reduced
76
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFA
1
Index Fund Advisors
California
$319M
2
MRWM
2
ML&R Wealth Management
Texas
$110M
3
SFA
3
Sequoia Financial Advisors
Ohio
$88.9M
4
GCM
4
G2 Capital Management
Ohio
$79.9M
5
FFM
5
Forum Financial Management
Illinois
$71M

Top Sellers

1
HWMG
1
Hurlow Wealth Management Group
Indiana
$0
2
HWM
2
Hemington Wealth Management
Virginia
$0
3
KAS
3
Kestra Advisory Services
Texas
$14.3M
4
BSW
4
Buckingham Strategic Wealth
Missouri
$277M
5
PL
5
Plancorp LLC
Missouri
$301M
Name Market Value Shares Shares
Change 		Shares
Change %
IFA
1
Index Fund Advisors
California
$319M 6,162,397 +6,162,397 New
PL
2
Plancorp LLC
Missouri
$301M 5,821,853 -76,035 -1%
BSW
3
Buckingham Strategic Wealth
Missouri
$277M 5,357,642 -126,406 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$241M 4,657,788 -17,602 -0.4%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$195M 3,764,855 -30,779 -0.8%
MRWM
6
ML&R Wealth Management
Texas
$110M 2,130,657 +2,130,657 New
TWA
7
TCI Wealth Advisors
Arizona
$110M 2,120,083 +22,724 +1%
SFA
8
Sequoia Financial Advisors
Ohio
$88.9M 1,719,430 +1,719,430 New
Creative Planning
9
Creative Planning
Kansas
$81.2M 1,569,983 -49,717 -3%
GCM
10
G2 Capital Management
Ohio
$79.9M 1,545,999 +1,545,999 New
JWA
11
JFS Wealth Advisors
Pennsylvania
$75.7M 1,463,381 -7,359 -0.5%
FFM
12
Forum Financial Management
Illinois
$71M 1,374,213 +1,374,213 New
FG
13
Foster Group
Iowa
$68.3M 1,320,552 -17,774 -1%
CL
14
Choreo LLC
Illinois
$64.5M 1,247,869 -7,193 -0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$61.2M 1,183,054 +3,608 +0.3%
MWM
16
Modera Wealth Management
New Jersey
$60.7M 1,174,233 +26,966 +2%
DY
17
Dowling & Yahnke
California
$56.9M 1,100,741 -33,337 -3%
EP
18
Equius Partners
California
$56.5M 1,093,003 +1,093,003 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$55.4M 1,071,159 +92,995 +10%
CFO
20
Colony Family Offices
North Carolina
$53.3M 1,031,631 +12,146 +1%
EAM
21
Evanson Asset Management
California
$50.3M 973,043 +18,371 +2%
LPL Financial
22
LPL Financial
California
$46M 889,623 +38,296 +4%
AssetMark Inc
23
AssetMark Inc
California
$42.7M 824,965 +38,741 +5%
MAM
24
McLean Asset Management
Virginia
$41.5M 810,842 +1,251 +0.2%
Truist Financial
25
Truist Financial
North Carolina
$41.2M 796,103 +1,167 +0.1%
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