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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

574 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+76
Holders Change %
+15.26%
% of All Funds
8.41%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
105
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$81.4M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$56.6M
3
Creative Planning
Creative Planning
Kansas
+$54.3M
4
Bank of America
Bank of America
North Carolina
+$47.4M
5
APF
Alaska Permanent Fund
Alaska
+$35M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$55.5M
2
BFG
Bouchey Financial Group
New York
-$13.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$7.51M
4
SFO
Stokes Family Office
Louisiana
-$6.68M
5
FCG
Financial Connections Group
California
-$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
226
Schoolcraft Capital
Colorado
$2.27M +$343K +5,750 +18%
DWS
227
Discipline Wealth Solutions
South Carolina
$2.27M +$2.27M +39,070 New
CWS
228
Cypress Wealth Services
California
$2.27M -$73.1K -1,226 -3%
PFA
229
Pettinga Financial Advisors
Indiana
$2.27M +$2.27M +38,006 New
LI
230
LVZ Inc
Michigan
$2.27M +$85.1K +1,427 +4%
CFO
231
Collective Family Office
Pennsylvania
$2.2M +$62.1K +1,041 +3%
WSTAM
232
Wilbanks Smith & Thomas Asset Management
Virginia
$2.17M -$110K -1,849 -5%
WCWM
233
Willow Creek Wealth Management
California
$2.16M -$48.1K -806 -2%
RGF
234
Retirement Guys Formula
Ohio
$2.15M +$515K +8,630 +31%
HHWM
235
Hiley Hunt Wealth Management
Nebraska
$2.15M +$2.15M +36,062 New
CAM
236
Cresset Asset Management
Illinois
$2.11M -$76.2K -1,278 -3%
PO
237
Private Ocean
California
$2.1M +$238 +4 +0%
NFP
238
Narus Financial Partners
Utah
$2.08M +$1.65M +27,678 +386%
EH
239
Equitable Holdings
New York
$2.08M +$168K +2,811 +9%
FAIM
240
Financial Advocates Investment Management
Washington
$2.02M -$4.64M -77,846 -70%
RCA
241
Resonant Capital Advisors
Wisconsin
$1.96M +$1.96M +32,852 New
4WM
242
49 Wealth Management
Texas
$1.95M +$1.95M +32,753 New
HIA
243
HTG Investment Advisors
Connecticut
$1.95M +$287K +4,816 +17%
HWM
244
Hemington Wealth Management
Virginia
$1.93M – – –
TIAA Trust, National Association
245
TIAA Trust, National Association
North Carolina
$1.92M – – –
AWS
246
Atria Wealth Solutions
New York
$1.92M +$162K +2,719 +9%
JWA
247
JFS Wealth Advisors
Pennsylvania
$1.87M +$60 +1 +0%
MFG
248
Mendota Financial Group
Wisconsin
$1.84M +$1.84M +30,934 New
LFA
249
Lauterbach Financial Advisors
Texas
$1.83M -$1.25K -21 -0.1%
TAM
250
TCP Asset Management
Ohio
$1.82M +$168K +2,815 +10%
8 9
10
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