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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
251
Warwick Investment Management
Texas
$2.14M +$1.07M +17,182 +100%
LI
252
LVZ Inc
Michigan
$2.12M -$251K -4,028 -11%
SAM
253
Smartleaf Asset Management
Massachusetts
$2.1M +$427K +6,885 +26%
HSG
254
Helen Stephens Group
Texas
$2.08M +$877K +14,063 +73%
CWP
255
Concord Wealth Partners
Virginia
$2.07M +$193K +3,097 +10%
4WM
256
49 Wealth Management
Texas
$2.06M +$40.6K +657 +2%
RCA
257
Resonant Capital Advisors
Wisconsin
$2.05M – – –
BTI
258
Blue Trust Inc
Georgia
$2.03M +$253K +4,064 +14%
HWM
259
Hemington Wealth Management
Virginia
$2.02M – – –
PO
260
Private Ocean
California
$2.02M -$173K -2,779 -8%
ASFA
261
All Season Financial Advisors
Colorado
$1.99M +$188K +3,015 +10%
JWA
262
JFS Wealth Advisors
Pennsylvania
$1.96M +$62 +1 +0%
AWS
263
Atria Wealth Solutions
New York
$1.95M -$57.9K -928 -3%
MSFS
264
Main Street Financial Solutions
Pennsylvania
$1.94M +$1.94M +31,061 New
STCOSD
265
Sageworth Trust Company of South Dakota
South Dakota
$1.9M +$511K +8,195 +37%
WP
266
Westmount Partners
California
$1.88M – – –
LFGO
267
Legacy Financial Group (Oklahoma)
Oklahoma
$1.87M +$328K +5,263 +21%
EWA
268
Elevate Wealth Advisory
Georgia
$1.85M -$24K -385 -1%
TIAA Trust, National Association
269
TIAA Trust, National Association
North Carolina
$1.82M -$186K -2,982 -9%
TIM
270
Tortoise Investment Management
New York
$1.82M +$442K +7,087 +32%
RCAG
271
Rehmann Capital Advisory Group
Michigan
$1.8M +$224K +3,593 +14%
BA
272
BCM Advisors
Louisiana
$1.78M +$678K +11,429 +62%
IAN
273
Integrated Advisors Network
Texas
$1.73M -$25.7K -412 -1%
FWM
274
Forza Wealth Management
Florida
$1.7M +$1.7M +27,220 New
KFA
275
Kelleher Financial Advisors
New York
$1.67M +$1.67M +26,769 New
9 10
11
12 13