DFAS icon

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 %
SPI
251
Sutton Place Investors
New York
$757K -$256K -5,012 -25%
BA
252
BCM Advisors
Louisiana
$757K +$322 +6 +0%
GWM
253
Grand Wealth Management
Michigan
$755K -$16.6K -324 -2%
WIM
254
Warwick Investment Management
Texas
$755K +$2.61K +51 +0.3%
PAG
255
Private Advisor Group
New Jersey
$739K +$29.5K +2,113 +4%
SW
256
SVB Wealth
Massachusetts
$733K -$307K -5,995 -29%
VFA
257
Valeo Financial Advisors
Indiana
$733K -$34.6K -677 -5%
AWM
258
Avior Wealth Management
Nebraska
$731K -$3.02K -59 -0.4%
US Bancorp
259
US Bancorp
Minnesota
$712K +$447K +8,739 +169%
AWP
260
Abacus Wealth Partners
California
$711K -$273K -5,342 -28%
PWIA
261
Porter White Investment Advisors
Alabama
$710K +$710K +13,879 New
CPSAC
262
Chas P. Smith & Associates (CPS)
Florida
$699K – – –
DT
263
Diversified Trust
Tennessee
$688K – – –
SIC
264
SJS Investment Consulting
Ohio
$668K -$2.56K -50 -0.4%
PC
265
Peavine Capital
Nevada
$660K – – –
MCA
266
Maryland Capital Advisors
Maryland
$658K +$46K +899 +8%
WP
267
WealthSpring Partners
California
$658K +$14.4K +282 +2%
CB
268
Commerce Bank
Missouri
$649K +$272K +5,310 +72%
MWPCG
269
Measured Wealth Private Client Group
New Hampshire
$647K +$4.19K +82 +0.7%
LNWWM
270
Laird Norton Wetherby Wealth Management
California
$643K – – –
IFWM
271
Institute for Wealth Management
Colorado
$634K – – –
Carson Wealth (CWM LLC)
272
Carson Wealth (CWM LLC)
Nebraska
$625K -$44.9K -879 -7%
IAIM
273
International Assets Investment Management
Florida
$624K +$624K +23,993 New
AWM
274
Apollon Wealth Management
South Carolina
$607K +$607K +11,866 New
Wealthfront Advisers
275
Wealthfront Advisers
California
$602K +$93K +1,819 +18%
9 10
11
12 13