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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 %
JIC
251
Johnson Investment Counsel
Ohio
$1M – – –
TIM
252
Tortoise Investment Management
New York
$973K +$56.4K +1,075 +6%
WFA
253
Websterrogers Financial Advisors
South Carolina
$965K -$7.66K -146 -0.8%
STCOSD
254
Sageworth Trust Company of South Dakota
South Dakota
$956K +$956K +18,207 New
PB
255
Pinnacle Bancorp
Nebraska
$940K -$682 -13 -0.1%
BSWA
256
Bromfield Sneider Wealth Advisors
Massachusetts
$939K +$354K +6,749 +61%
ADL
257
Asset Dedication LLC
California
$919K +$31.3K +596 +4%
VA
258
Valmark Advisers
Ohio
$904K +$904K +17,222 New
MCA
259
Maryland Capital Advisors
Maryland
$903K -$3.25K -62 -0.4%
WIM
260
Warwick Investment Management
Texas
$897K +$897K +17,092 New
MA
261
Montag & Associates
Georgia
$888K -$621K -11,829 -41%
IWC
262
Integrated Wealth Concepts
Massachusetts
$869K +$10.9K +208 +1%
SIAG
263
Safeguard Investment Advisory Group
California
$869K -$113K -2,149 -11%
B
264
BetterWealth
California
$867K +$1.94K +37 +0.2%
ASN
265
Advisory Services Network
Georgia
$855K -$36.3K -691 -4%
HSG
266
Helen Stephens Group
Texas
$855K +$126K +2,407 +17%
VFA
267
Valeo Financial Advisors
Indiana
$855K +$43.6K +831 +5%
MGIA
268
Moneta Group Investment Advisors
Missouri
$854K +$162K +3,080 +23%
BCM
269
Basso Capital Management
Connecticut
$847K – – –
UWM
270
USAdvisors Wealth Management
Minnesota
$836K +$24.2K +461 +3%
DBT
271
Dubuque Bank & Trust
Iowa
$819K +$819K +15,594 New
Renaissance Technologies
272
Renaissance Technologies
New York
$817K +$2.73K +52 +0.3%
PFS
273
Prospera Financial Services
Texas
$815K +$4.88K +93 +0.6%
EWA
274
Exencial Wealth Advisors
Oklahoma
$801K -$293K -5,589 -27%
CWM
275
Curi Wealth Management
North Carolina
$796K -$142K -2,709 -15%
9 10
11
12 13