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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFG
226
JMG Financial Group
Illinois
$1.33M +$213K +4,056 +19%
ACP
227
Aveo Capital Partners
Colorado
$1.33M – – –
SC
228
Shearwater Capital
Colorado
$1.32M -$23.1K -441 -2%
AC
229
AWM Capital
Arizona
$1.31M +$2.36K +45 +0.2%
DC
230
Davenport & Co
Virginia
$1.28M +$582K +11,084 +83%
LFGO
231
Legacy Financial Group (Oklahoma)
Oklahoma
$1.25M +$64.2K +1,224 +5%
KCM
232
KM Capital Management
Texas
$1.25M -$615K -11,722 -33%
BTI
233
Blue Trust Inc
Georgia
$1.24M +$11.1K +203 +0.9%
LNWWM
234
Laird Norton Wetherby Wealth Management
California
$1.23M +$96.5K +1,839 +9%
RCAG
235
Rehmann Capital Advisory Group
Michigan
$1.21M +$12.3K +234 +1%
EWP
236
Elevation Wealth Partners
California
$1.21M +$735 +14 +0.1%
SWP
237
Stratos Wealth Partners
Ohio
$1.2M -$49.4K -942 -4%
FI
238
Financial Insights
Washington
$1.19M -$190K -3,846 -14%
ASFA
239
All Season Financial Advisors
Colorado
$1.17M -$55.4K -1,055 -5%
CTWM
240
Cherry Tree Wealth Management
Minnesota
$1.16M +$18.6K +354 +2%
RFP
241
Root Financial Partners
California
$1.14M +$254K +4,846 +29%
WWA
242
WCG Wealth Advisors
Nevada
$1.11M +$1.11M +19,385 New
SSB
243
Sandy Spring Bank
Maryland
$1.1M +$118K +2,241 +12%
QFA
244
Quantum Financial Advisors
California
$1.09M -$105 -2 -0%
RLIM
245
Red Lighthouse Investment Management
New York
$1.08M – – –
RVPG
246
Relative Value Partners Group
$1.06M +$2.63K +50 +0.2%
ES
247
Eagle Strategies
New York
$1.03M +$379K +7,218 +58%
PTP
248
Platform Technology Partners
New York
$1.03M +$81.1K +1,546 +9%
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
$1.02M -$45.2K -861 -4%
OW
250
Olistico Wealth
Oklahoma
$1M +$2.21K +42 +0.2%
8 9
10
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