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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

328 hedge funds and large institutions have $2.63B invested in Dimensional US Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
328
Holders Change
+91
Holders Change %
+38.4%
% of All Funds
5.07%
Holding in Top 10
53
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+152.38%
% of All Funds
0.82%
New
105
Increased
102
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFA
1
Index Fund Advisors
California
$412M
2
RCG
2
Resource Consulting Group
Florida
$82M
3
MRWM
3
ML&R Wealth Management
Texas
$37.2M
4
DFS
4
Dixon Fnancial Services
California
$37.1M
5
Creative Planning
5
Creative Planning
Kansas
$395M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
CCM
2
Carlson Capital Management
Minnesota
$26.9M
3
SWM
3
Soundmark Wealth Management
Washington
$3.77M
4
BPA
4
Beacon Pointe Advisors
California
$4.24M
5
PL
5
Plancorp LLC
Missouri
$93.7M
Name Market Value Shares Shares
Change 		Shares
Change %
IAN
226
Integrated Advisors Network
Texas
$344K 5,732 -109 -2%
SWA
227
ShankerValleau Wealth Advisors
Illinois
$341K 5,683 +5,683 New
SWP
228
Stratos Wealth Partners
Ohio
$334K 5,572 -730 -12%
BSWA
229
Bromfield Sneider Wealth Advisors
Massachusetts
$314K 5,238 +5,238 New
SAM
230
Summit Asset Management
Tennessee
$313K 5,217 – –
TFA
231
Triad Financial Advisors
North Carolina
$313K 5,212 +5,212 New
MC
232
Moors & Cabot
Massachusetts
$305K 5,080 – –
APC
233
Asset Planning Corporation
Tennessee
$304K 5,069 – –
MCM
234
MAI Capital Management
Ohio
$301K 5,025 +5,025 New
Fisher Asset Management
235
Fisher Asset Management
Washington
$298K 4,962 +4,962 New
HWA
236
HCR Wealth Advisors
California
$297K 4,957 +451 +10%
IWM
237
IHT Wealth Management
Illinois
$295K 4,923 +121 +3%
BJL
238
Brighton Jones LLC
Washington
$294K 4,897 +59 +1%
LWAC
239
Laurel Wealth Advisors (California)
California
$282K 4,693 +4,693 New
RWM
240
RKL Wealth Management
Pennsylvania
$279K 4,645 – –
SHWM
241
Silicon Hills Wealth Management
Texas
$278K 4,626 +4,626 New
EFS
242
Essex Financial Services
Connecticut
$277K 4,616 – –
BCA
243
Bay Colony Advisors
Massachusetts
$276K 4,596 +4,596 New
FRA
244
Frank Rimerman Advisors
California
$273K 4,546 +44 +1%
JIC
245
Joel Isaacson & Co
New York
$272K 4,542 – –
WFAG
246
Wescott Financial Advisory Group
Pennsylvania
$270K 4,497 -224 -5%
TFS
247
TrustCore Financial Services
Tennessee
$266K 4,433 +445 +11%
RFC
248
Regions Financial Corp
Alabama
$262K 4,360 +4,360 New
RF
249
Resolute Financial
Massachusetts
$262K 4,373 +4,373 New
WWM
250
Western Wealth Management
Colorado
$262K 4,386 +4,386 New
8 9
10
11 12