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Dimensional US Equity ETF
DFUS

Overview Fund Activity

331 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, 113 increasing their positions, 90 reducing their positions, and 53 closing their positions.

Holders
331
Holders Change
-30
Holders Change %
-8.31%
% of All Funds
5.24%
Holding in Top 10
51
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.93%
% of All Funds
0.81%
New
26
Increased
113
Reduced
90
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$266M
2
Mariner
2
Mariner
Kansas
$34.9M
3
AF
3
Advisornet Financial
Minnesota
$40.9M
4
HWM
4
Hemington Wealth Management
Virginia
$10.2M
5
RA
5
RFG Advisory
Alabama
$8.94M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$0
2
MAM
2
McLean Asset Management
Virginia
$0
3
AC
3
Apella Capital
Connecticut
$0
4
PWM
4
PBMares Wealth Management
Virginia
$0
5
DAS
5
Dynamic Advisor Solutions
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IFA
1
Index Fund Advisors
California
$300M 6,118,988 -43,409 -0.7%
PL
2
Plancorp LLC
Missouri
$283M 5,778,638 -43,215 -0.7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$266M 5,425,500 +767,712 +16%
BSW
4
Buckingham Strategic Wealth
Missouri
$258M 5,265,872 -91,770 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$183M 3,726,380 -38,475 -1%
MRWM
6
ML&R Wealth Management
Texas
$105M 2,137,601 +6,944 +0.3%
TWA
7
TCI Wealth Advisors
Arizona
$104M 2,121,071 +988 +0%
SFA
8
Sequoia Financial Advisors
Ohio
$84.6M 1,725,130 +5,700 +0.3%
Creative Planning
9
Creative Planning
Kansas
$78.4M 1,599,071 +29,088 +2%
GCM
10
G2 Capital Management
Ohio
$76.6M 1,562,132 +16,133 +1%
JWA
11
JFS Wealth Advisors
Pennsylvania
$71.4M 1,456,008 -7,373 -0.5%
FFM
12
Forum Financial Management
Illinois
$66.8M 1,361,858 -12,355 -0.9%
FG
13
Foster Group
Iowa
$63.7M 1,299,856 -20,696 -2%
CL
14
Choreo LLC
Illinois
$60.8M 1,240,029 -7,840 -0.6%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$58.3M 1,189,181 +6,127 +0.5%
MWM
16
Modera Wealth Management
New Jersey
$57.7M 1,178,058 +3,825 +0.3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$53.6M 1,093,837 +22,678 +2%
EP
18
Equius Partners
California
$53.3M 1,088,073 -4,930 -0.5%
DY
19
Dowling & Yahnke
California
$53.3M 1,087,218 -13,523 -1%
CFO
20
Colony Family Offices
North Carolina
$48.6M 992,334 -39,297 -4%
EAM
21
Evanson Asset Management
California
$46.6M 950,621 -22,422 -2%
AssetMark Inc
22
AssetMark Inc
California
$45.1M 919,455 +94,490 +11%
AF
23
Advisornet Financial
Minnesota
$40.9M 834,307 +423,159 +103%
Truist Financial
24
Truist Financial
North Carolina
$39M 794,783 -1,320 -0.2%
RRC
25
Relaxing Retirement Coach
Massachusetts
$39M 794,602 +161,410 +25%
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