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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

651 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 173 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
173
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$177M
2
PFA
Pure Financial Advisors
California
+$35.7M
3
Bank of America
Bank of America
North Carolina
+$30.3M
4
OIA
OneDigital Investment Advisors
Kansas
+$11.7M
5
SC
Savant Capital
Illinois
+$11.5M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$50.8M
2
MHS
M Holdings Securities
Oregon
-$24.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20.1M
4
SP
Symmetry Partners
Connecticut
-$17.4M
5
SL
Systelligence LLC
Minnesota
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFGO
251
Legacy Financial Group (Oklahoma)
Oklahoma
$2.47M +$355K +5,558 +17%
CFO
252
Collective Family Office
Pennsylvania
$2.47M +$78.7K +1,213 +3%
CA
253
Clearstead Advisors
Ohio
$2.43M -$12.1K -187 -0.5%
BA
254
BCM Advisors
Louisiana
$2.38M +$174K +2,698 +8%
LI
255
LVZ Inc
Michigan
$2.36M +$131K +2,020 +6%
WCWM
256
Willow Creek Wealth Management
California
$2.33M -$8.82K -136 -0.4%
AWE
257
Avidian Wealth Enterprises
Texas
$2.31M +$48.3K +745 +2%
CWS
258
Cypress Wealth Services
California
$2.31M -$156K -2,400 -6%
CWP
259
Concord Wealth Partners
Virginia
$2.29M +$15.4K +237 +0.7%
UCFA
260
United Capital Financial Advisors
Texas
$2.27M +$21.2K +327 +0.9%
IF
261
Ironwood Financial
Arizona
$2.26M -$102K -1,565 -4%
CAM
262
Cresset Asset Management
Illinois
$2.24M -$99.1K -1,528 -4%
GIA
263
Gladstone Institutional Advisory
Florida
$2.21M -$185K -2,858 -8%
MWP
264
Meridian Wealth Partners
Pennsylvania
$2.21M +$2.21M +34,072 New
MAC
265
Mason & Associates (California)
California
$2.19M +$1.37M +21,162 +168%
FOA
266
Five Oceans Advisors
California
$2.18M +$6.03K +93 +0.3%
FIA
267
Foundations Investment Advisors
Arizona
$2.16M +$233K +3,588 +12%
RCA
268
Resonant Capital Advisors
Wisconsin
$2.12M -$16.1K -248 -0.8%
RGF
269
Retirement Guys Formula
Ohio
$2.11M +$80.5K +1,241 +4%
AWM
270
Ariadne Wealth Management
California
$2.11M +$196K +2,841 +10%
AA
271
Axiom Advisory
California
$2.11M +$37.8K +604 +2%
HPC
272
HM Payson & Co
Maine
$2.07M -$33.7K -520 -2%
KWM
273
Kingsview Wealth Management
Oregon
$2.02M +$966K +14,896 +91%
SPI
274
Sutton Place Investors
New York
$2M -$12.3K -189 -0.6%
RCAG
275
Rehmann Capital Advisory Group
Michigan
$1.99M -$33K -497 -2%
9 10
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