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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OW
226
Olistico Wealth
Oklahoma
$934K +$934K +18,259 New
USCWA
227
U.S. Capital Wealth Advisors
Texas
$931K +$62K +1,212 +7%
MG
228
Mather Group
Illinois
$920K +$6.39K +125 +0.7%
PB
229
Pinnacle Bancorp
Nebraska
$917K +$29K +567 +3%
PFM
230
Phillips Financial Management
Indiana
$915K +$12.2K +239 +1%
SSB
231
Sandy Spring Bank
Maryland
$915K -$45K -880 -5%
CWM
232
Curi Wealth Management
North Carolina
$914K +$511 +10 +0.1%
B
233
BetterWealth
California
$898K -$191K -3,729 -18%
CI
234
Cordant Inc
Oregon
$888K +$206K +4,026 +30%
PTP
235
Platform Technology Partners
New York
$873K +$81.6K +1,596 +10%
ADL
236
Asset Dedication LLC
California
$864K +$1.94K +38 +0.2%
PFS
237
Prospera Financial Services
Texas
$861K – – –
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$861K -$23.8K -463 -3%
ASFA
239
All Season Financial Advisors
Colorado
$858K +$142K +2,785 +20%
BCM
240
Basso Capital Management
Connecticut
$853K +$853K +16,685 New
DFC
241
DBK Financial Counsel
Ohio
$843K -$40.9K -800 -5%
IWC
242
Integrated Wealth Concepts
Massachusetts
$837K +$68.5K +1,339 +9%
RF
243
Resolute Financial
Massachusetts
$830K +$53.4K +1,043 +7%
CWM
244
Cahill Wealth Management
Michigan
$825K +$825K +14,549 New
TIM
245
Tortoise Investment Management
New York
$807K +$8.44K +165 +1%
KA
246
Kooman & Associates
Pennsylvania
$784K +$784K +15,332 New
BWG
247
Beta Wealth Group
California
$766K -$3.17K -62 -0.4%
VFP
248
Verus Financial Partners
Virginia
$766K +$2.69K +48 +0.4%
UWM
249
USAdvisors Wealth Management
Minnesota
$760K -$39.7K -777 -5%
JC
250
Jentner Corp
Ohio
$758K +$102 +2 +0%
8 9
10
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