Dimensional US Equity ETF
DFUS
386 hedge funds and large institutions have $3.18B invested in Dimensional US Equity ETF in 2022 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 124 increasing their positions, 86 reducing their positions, and 17 closing their positions.
324% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 17
144% more capital inflows, than outflows
Capital inflows: $359M | Capital outflows: $147M
44% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 86
16% more funds holding
Funds holding: 333 → 386 (+53)
3.31% more ownership
Funds ownership: 58.67% → 61.99% (+3.3%)
2% more funds holding in top 10
Funds holding in top 10: 52 → 53 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$40.7M |
| 2 |
McLean Asset Management
Tysons,
Virginia
|
+$35.5M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
+$28.8M |
| 4 |
Apella Capital
West Hartford,
Connecticut
|
+$18.5M |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$35.6M |
| 2 |
Advisornet Financial
Minnetonka,
Minnesota
|
-$34.2M |
| 3 |
Index Fund Advisors
Irvine,
California
|
-$10.2M |
| 4 |
CPWM LLC
Seattle,
Washington
|
-$8.23M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$7.78M |
DFUS Hedge Fund Activity: Q2 2022 in Review
386 of the 5,962 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q2 2022, worth a combined $3.18B — down 11% from $3.58B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new DFUS positions and 17 closed out — a net gain of 55 holders — while 124 added to existing stakes and 86 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $40.7M. The largest seller was Envestnet Asset Management, cutting an estimated $35.6M.
- 386 institutional investors held Dimensional US Equity ETF (DFUS) as of Q2 2022, up from 333 in Q1 2022.
- Funds reported $3.18B of Dimensional US Equity ETF stock for Q2 2022, down 11% quarter-over-quarter.
- 72 funds opened new Dimensional US Equity ETF positions in Q2 2022 and 17 closed out, a net change of +55 holders.
- The largest Dimensional US Equity ETF buyer in Q2 2022 was LPL Financial, an estimated $40.7M added.
- The largest Dimensional US Equity ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $35.6M sold.
Based on aggregated 13F filings for Q2 2022.