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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 %
WP
251
Westmount Partners
California
$1.79M – – –
EWA
252
Elevate Wealth Advisory
Georgia
$1.79M +$1.79M +30,061 New
CWP
253
Concord Wealth Partners
Virginia
$1.79M +$1.53M +25,689 +589%
ASFA
254
All Season Financial Advisors
Colorado
$1.72M +$387K +6,491 +29%
SSB
255
Sandy Spring Bank
Maryland
$1.7M +$450K +7,541 +36%
PTP
256
Platform Technology Partners
New York
$1.69M +$515K +8,582 +44%
IAN
257
Integrated Advisors Network
Texas
$1.68M +$1.16M +19,473 +222%
FTUS
258
Flow Traders U.S.
New York
$1.64M +$1.22M +20,490 +292%
SAM
259
Smartleaf Asset Management
Massachusetts
$1.63M +$1.63M +26,983 New
MG
260
Mather Group
Illinois
$1.58M +$8.65K +145 +0.5%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$1.51M +$127K +2,127 +9%
BTI
262
Blue Trust Inc
Georgia
$1.49M +$308K +5,870 +26%
AC
263
AWM Capital
Arizona
$1.49M -$238 -4 -0%
LFGO
264
Legacy Financial Group (Oklahoma)
Oklahoma
$1.48M +$58.7K +984 +4%
SC
265
Shearwater Capital
Colorado
$1.47M -$24.7K -415 -2%
USCWA
266
U.S. Capital Wealth Advisors
Texas
$1.42M +$596K +10,000 +73%
CTWM
267
Cherry Tree Wealth Management
Minnesota
$1.4M +$85.4K +1,432 +6%
GLLW
268
Graves Light Lenhart Wealth
Virginia
$1.4M +$637K +10,682 +84%
SWP
269
Stratos Wealth Partners
Ohio
$1.39M +$26.8K +450 +2%
WWA
270
WCG Wealth Advisors
Nevada
$1.38M +$224K +3,752 +19%
LNWWM
271
Laird Norton Wetherby Wealth Management
California
$1.35M -$50.7K -850 -4%
STCOSD
272
Sageworth Trust Company of South Dakota
South Dakota
$1.33M +$245K +4,105 +23%
TIM
273
Tortoise Investment Management
New York
$1.32M +$210K +3,519 +19%
FI
274
Financial Insights
Washington
$1.31M -$128K -2,143 -9%
WWP
275
Walden Wealth Partners
Ohio
$1.3M +$1.3M +21,748 New
9 10
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