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DFUS

Dimensional US Equity ETF

333 hedge funds and large institutions have $3.58B invested in Dimensional US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 114 increasing their positions, 90 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 90

2.35% less ownership

Funds ownership: 61.03%58.67% (-2.4%)

6% less capital invested

Capital invested by funds: $3.81B → $3.58B (-$225M)

8% less funds holding

Funds holding: 363333 (-30)

9% less funds holding in top 10

Funds holding in top 10: 5752 (-5)

51% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 53

Holders
333
Holders Change
-30
Holders Change %
-8.26%
% of All Funds
5.25%
Holding in Top 10
52
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.77%
% of All Funds
0.82%
New
26
Increased
114
Reduced
90
Closed
53
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1
Index Fund Advisors
California
$300M -$2.1M -43,409 -0.7%
PL
2
Plancorp LLC
Missouri
$283M -$2.09M -43,215 -0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$266M +$37.1M +767,712 +16%
BSW
4
Buckingham Strategic Wealth
Missouri
$258M -$4.44M -91,770 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$183M -$1.86M -38,475 -1%
MRWM
6
ML&R Wealth Management
Texas
$105M +$336K +6,944 +0.3%
TWA
7
TCI Wealth Advisors
Arizona
$104M +$47.8K +988 +0%
SFA
8
Sequoia Financial Advisors
Ohio
$84.6M +$276K +5,700 +0.3%
Creative Planning
9
Creative Planning
Kansas
$78.4M +$1.41M +29,088 +2%
GCM
10
G2 Capital Management
Ohio
$76.6M +$780K +16,133 +1%
JWA
11
JFS Wealth Advisors
Pennsylvania
$71.4M -$356K -7,373 -0.5%
FFM
12
Forum Financial Management
Illinois
$66.8M -$597K -12,355 -0.9%
FG
13
Foster Group
Iowa
$63.7M -$1M -20,696 -2%
CL
14
Choreo LLC
Illinois
$60.8M -$379K -7,840 -0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$58.3M +$296K +6,127 +0.5%
MWM
16
Modera Wealth Management
New Jersey
$57.7M +$185K +3,825 +0.3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$53.6M +$1.1M +22,678 +2%
EP
18
Equius Partners
California
$53.3M -$238K -4,930 -0.5%
DY
19
Dowling & Yahnke
California
$53.3M -$654K -13,523 -1%
CFO
20
Colony Family Offices
North Carolina
$48.6M -$1.9M -39,297 -4%
EAM
21
Evanson Asset Management
California
$46.6M -$1.08M -22,422 -2%
AssetMark Inc
22
AssetMark Inc
California
$45.1M +$4.57M +94,490 +11%
AF
23
Advisornet Financial
Minnesota
$40.9M +$20.5M +423,159 +103%
Truist Financial
24
Truist Financial
North Carolina
$39M -$63.8K -1,320 -0.2%
RRC
25
Relaxing Retirement Coach
Massachusetts
$39M +$7.8M +161,410 +25%

DFUS Hedge Fund Activity: Q1 2022 in Review

333 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q1 2022, worth a combined $3.58B — down 5.9% from $3.81B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of DFUS and 26 opened new positions — a net loss of 27 holders — while 90 trimmed existing stakes and 114 added.

The largest buyer was Envestnet Asset Management, adding an estimated $37.1M. The largest seller was LPL Financial, exiting entirely with an estimated $46M sold.

  • 333 institutional investors held Dimensional US Equity ETF (DFUS) as of Q1 2022, down from 363 in Q4 2021.
  • Funds reported $3.58B of Dimensional US Equity ETF stock for Q1 2022, down 5.9% quarter-over-quarter.
  • 26 funds opened new Dimensional US Equity ETF positions in Q1 2022 and 53 closed out, a net change of -27 holders.
  • The largest Dimensional US Equity ETF buyer in Q1 2022 was Envestnet Asset Management, an estimated $37.1M added.
  • The largest Dimensional US Equity ETF seller in Q1 2022 was LPL Financial, an estimated $46M sold.

Based on aggregated 13F filings for Q1 2022.