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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
FSWA
226
Financial Synergies Wealth Advisors
Texas
$429K 8,936 +8,936 New
W
227
WealthOne
New York
$425K 8,864 +8,864 New
MIC
228
Meridian Investment Counsel
California
$422K 8,799 – –
RPCA
229
Running Point Capital Advisors
California
$416K 8,661 – –
CIA
230
Capital Investment Advisors
Georgia
$416K 8,670 – –
VWA
231
V Wealth Advisors
Kansas
$412K 8,588 +4,294 +100%
FF
232
Francis Financial
$391K 7,679 +7,679 New
PFBT
233
Parkside Financial Bank & Trust
Missouri
$390K 8,119 – –
BFPW
234
BOK Financial Private Wealth
Colorado
$387K 8,058 – –
Wealthfront Advisers
235
Wealthfront Advisers
California
$384K 8,004 +8,004 New
RSWM
236
Robertson Stephens Wealth Management
California
$382K 7,968 – –
CIA
237
Cladis Investment Advisory
Montana
$380K 7,917 – –
CFS
238
CRA Financial Services
New Jersey
$371K 7,720 +7,720 New
BAM
239
Baldrige Asset Management
Pennsylvania
$369K 7,695 +1,950 +34%
PPW
240
Parcion Private Wealth
Washington
$367K 7,246 -13 -0.2%
EIG
241
Ellenbecker Investment Group
Wisconsin
$365K 7,624 +18 +0.2%
FPCP
242
Fort Point Capital Partners
California
$364K 7,589 – –
WCM
243
Wealthcare Capital Management
Virginia
$350K 7,300 +7,300 New
Betterment LLC
244
Betterment LLC
New York
$347K 7,221 -1,493 -17%
B
245
Bridgeworth
Alabama
$338K 7,048 – –
TRCT
246
Tower Research Capital (TRC)
New York
$337K 7,012 +7,012 New
SSW
247
Stone Summit Wealth
Florida
$323K 6,737 – –
MWC
248
MBM Wealth Consultants
Missouri
$320K 6,670 – –
GTAM
249
Global Trust Asset Management
Florida
$317K 6,603 +6,603 New
MW
250
Marcum Wealth
Ohio
$317K 6,608 +6,608 New
8 9
10
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