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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.31%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.63B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M
3
AA
Aire Advisors
California
$8.02M
4
Northern Trust
Northern Trust
Illinois
$301M
5
TWP
TFO Wealth Partners
Ohio
$7.11M

Top Sellers

1
Jane Street
Jane Street
New York
$657K
2
AAS
Avantax Advisory Services
Texas
$2.82M
3
MWM
Merriman Wealth Management
Washington
$537K
4
Creative Planning
Creative Planning
Kansas
$480M
5
MWM
Modera Wealth Management
New Jersey
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFGO
226
Legacy Financial Group (Oklahoma)
Oklahoma
$990K +$11.8K +223 +1%
MG
227
Mather Group
Illinois
$980K +$32.4K +615 +3%
RVPG
228
Relative Value Partners Group
$966K -$11K -208 -1%
OW
229
Olistico Wealth
Oklahoma
$965K +$2.85K +54 +0.3%
ASFA
230
All Season Financial Advisors
Colorado
$964K +$79.9K +1,516 +9%
TAM
231
TCP Asset Management
Ohio
$956K -$253K -4,805 -21%
PB
232
Pinnacle Bancorp
Nebraska
$944K – – –
SSB
233
Sandy Spring Bank
Maryland
$944K +$1.21K +23 +0.1%
CWM
234
Curi Wealth Management
North Carolina
$942K +$264 +5 +0%
B
235
BetterWealth
California
$927K +$1.42K +27 +0.2%
ADL
236
Asset Dedication LLC
California
$893K +$1.16K +22 +0.1%
PTP
237
Platform Technology Partners
New York
$891K -$8.17K -155 -0.9%
TIM
238
Tortoise Investment Management
New York
$890K +$58.7K +1,113 +7%
ASN
239
Advisory Services Network
Georgia
$884K +$843K +15,989 +2,021%
JFG
240
JMG Financial Group
Illinois
$881K +$422K +8,009 +92%
RFP
241
Root Financial Partners
California
$871K +$871K +16,529 New
IWC
242
Integrated Wealth Concepts
Massachusetts
$863K +$158 +3 +0%
BCM
243
Basso Capital Management
Connecticut
$850K -$29.2K -554 -3%
Wealthfront Advisers
244
Wealthfront Advisers
California
$828K +$208K +3,946 +34%
PFS
245
Prospera Financial Services
Texas
$814K -$73.5K -1,395 -8%
WRPWM
246
Werba Rubin Papier Wealth Management
California
$808K +$236K +4,477 +41%
UWM
247
USAdvisors Wealth Management
Minnesota
$806K +$23.1K +438 +3%
EWA
248
EP Wealth Advisors
California
$802K -$4.89M -181,406 -86%
SPI
249
Sutton Place Investors
New York
$788K +$7.54K +143 +1%
GWM
250
Grand Wealth Management
Michigan
$778K – – –
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10
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