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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$542M
2
FNT
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
Brown Advisory
Maryland
$14.6M
4
Bank of America
Bank of America
North Carolina
$58.2M
5
FCB
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$126M
3
ACP
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
Northern Trust
Illinois
$309M
5
KCM
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
226
All Season Financial Advisors
Colorado
$1.28M +$282K +5,150 +28%
EWP
227
Elevation Wealth Partners
California
$1.26M +$1.1K +20 +0.1%
RCAG
228
Rehmann Capital Advisory Group
Michigan
$1.26M +$128K +2,336 +11%
TRCT
229
Tower Research Capital (TRC)
New York
$1.25M +$464K +8,467 +59%
CI
230
Cordant Inc
Oregon
$1.25M -$3.01K -55 -0.2%
LFGO
231
Legacy Financial Group (Oklahoma)
Oklahoma
$1.24M +$208K +3,800 +20%
CTWM
232
Cherry Tree Wealth Management
Minnesota
$1.19M +$1.19M +21,718 New
LNWWM
233
Laird Norton Wetherby Wealth Management
California
$1.18M – – –
BTI
234
Blue Trust Inc
Georgia
$1.18M +$1.14M +21,727 +3,233%
JFG
235
JMG Financial Group
Illinois
$1.17M +$255K +4,652 +28%
EWA
236
Exencial Wealth Advisors
Oklahoma
$1.14M +$1.14M +20,845 New
QFA
237
Quantum Financial Advisors
California
$1.14M -$1.15K -21 -0.1%
DFC
238
DBK Financial Counsel
Ohio
$1.13M +$54.3K +990 +5%
RLIM
239
Red Lighthouse Investment Management
New York
$1.13M – – –
MG
240
Mather Group
Illinois
$1.12M +$96.6K +1,763 +9%
FNBSF
241
First National Bank Sioux Falls
South Dakota
$1.12M +$839K +15,304 +303%
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$1.11M -$69.4K -1,267 -6%
RVPG
243
Relative Value Partners Group
$1.11M +$104K +1,892 +10%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$397K +7,243 +59%
OW
245
Olistico Wealth
Oklahoma
$1.05M +$43K +785 +4%
JIC
246
Johnson Investment Counsel
Ohio
$1.05M – – –
SIAG
247
Safeguard Investment Advisory Group
California
$1.02M -$46.9K -856 -4%
SSB
248
Sandy Spring Bank
Maryland
$1.02M +$43.5K +794 +4%
WFA
249
Websterrogers Financial Advisors
South Carolina
$1.02M -$49K -895 -5%
PTP
250
Platform Technology Partners
New York
$1M +$64.1K +1,157 +7%
8 9
10
11 12