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DFUS

Dimensional US Equity ETF

390 hedge funds and large institutions have $3.09B invested in Dimensional US Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 143 increasing their positions, 108 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

32% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 108

1% more funds holding

Funds holding: 386390 (+4)

0.07% less ownership

Funds ownership: 61.99%61.91% (-0.07%)

3% less capital invested

Capital invested by funds: $3.18B → $3.09B (-$88.8M)

4% less funds holding in top 10

Funds holding in top 10: 5351 (-2)

Holders
390
Holders Change
+4
Holders Change %
+1.04%
% of All Funds
6.72%
Holding in Top 10
51
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.77%
% of All Funds
0.88%
New
24
Increased
143
Reduced
108
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
1
Index Fund Advisors
California
$235M +$7.31M +169,938 +3%
PL
2
Plancorp LLC
Missouri
$222M +$739K +17,178 +0.3%
BSW
3
Buckingham Strategic Wealth
Missouri
$205M +$2.69M +62,657 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$167M -$14.3M -332,689 -7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$139M -$2.26M -52,575 -1%
MRWM
6
ML&R Wealth Management
Texas
$83.9M +$7.24M +168,361 +8%
TWA
7
TCI Wealth Advisors
Arizona
$81.7M +$2.32M +53,989 +3%
SFA
8
Sequoia Financial Advisors
Ohio
$62.8M -$4.07M -94,581 -6%
Creative Planning
9
Creative Planning
Kansas
$62M +$6.36K +148 +0%
GCM
10
G2 Capital Management
Ohio
$59.3M -$1.68M -38,960 -2%
JWA
11
JFS Wealth Advisors
Pennsylvania
$58.1M -$215K -5,008 -0.3%
FFM
12
Forum Financial Management
Illinois
$51.8M -$529K -12,294 -0.9%
FG
13
Foster Group
Iowa
$49.2M -$1.17M -27,155 -2%
DY
14
Dowling & Yahnke
California
$48.4M +$603K +14,019 +1%
CL
15
Choreo LLC
Illinois
$46.7M -$1.17M -27,271 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$46M -$548K -12,738 -1%
MWM
17
Modera Wealth Management
New Jersey
$43.9M -$1.26M -29,399 -3%
RRC
18
Relaxing Retirement Coach
Massachusetts
$43.7M +$5.57M +129,645 +13%
EP
19
Equius Partners
California
$41.5M -$592K -13,756 -1%
AssetMark Inc
20
AssetMark Inc
California
$41.5M +$2.44M +56,734 +6%
CFO
21
Colony Family Offices
North Carolina
$39.9M +$234K +5,445 +0.5%
LPL Financial
22
LPL Financial
California
$39.5M +$4.32M +100,562 +11%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$37.2M -$7.33M -170,533 -15%
EAM
24
Evanson Asset Management
California
$36.6M -$144K -3,346 -0.4%
Mariner
25
Mariner
Kansas
$33.9M +$3.43M +79,719 +10%

DFUS Hedge Fund Activity: Q3 2022 in Review

390 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Equity ETF (DFUS) for Q3 2022, worth a combined $3.09B — down 2.8% from $3.18B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DFUS positions and 17 closed out — a net gain of 7 holders — while 143 added to existing stakes and 108 trimmed.

The largest buyer was Focus Partners Advisor Solutions, adding an estimated $13.3M. The largest seller was Envestnet Asset Management, cutting an estimated $14.3M.

  • 390 institutional investors held Dimensional US Equity ETF (DFUS) as of Q3 2022, up from 386 in Q2 2022.
  • Funds reported $3.09B of Dimensional US Equity ETF stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 24 funds opened new Dimensional US Equity ETF positions in Q3 2022 and 17 closed out, a net change of +7 holders.
  • The largest Dimensional US Equity ETF buyer in Q3 2022 was Focus Partners Advisor Solutions, an estimated $13.3M added.
  • The largest Dimensional US Equity ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2022.