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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
276
Summit Asset Management
Tennessee
$250K 5,217 – –
US Bancorp
277
US Bancorp
Minnesota
$249K 5,186 -3,603 -41%
RC
278
RegentAtlantic Capital
New Jersey
$247K 5,149 -415 -7%
Kovitz Investment Group Partners
279
Kovitz Investment Group Partners
Illinois
$245K 5,105 -1,311 -20%
APC
280
Asset Planning Corporation
Tennessee
$243K 5,069 – –
CI
281
Cordant Inc
Oregon
$243K 5,061 +728 +17%
MC
282
Moors & Cabot
Massachusetts
$242K 5,050 – –
BJL
283
Brighton Jones LLC
Washington
$237K 4,930 +6 +0.1%
AWM
284
AE Wealth Management
Kansas
$237K 4,941 +4,941 New
IWM
285
IHT Wealth Management
Illinois
$237K 4,942 +4,942 New
RWM
286
RKL Wealth Management
Pennsylvania
$223K 4,645 – –
EFS
287
Essex Financial Services
Connecticut
$222K 4,616 – –
H
288
HoyleCohen
California
$221K 4,595 +525 +13%
FRA
289
Frank Rimerman Advisors
California
$219K 4,553 +5 +0.1%
CFGS
290
Concourse Financial Group Securities
Alabama
$215K 4,471 -107 -2%
ZF
291
Zhang Financial
Michigan
$215K 4,471 +4 +0.1%
PA
292
Parallel Advisors
California
$214K 4,467 – –
IA
293
IFP Advisors
Florida
$214K 3,666 – –
TFS
294
TrustCore Financial Services
Tennessee
$214K 4,449 +11 +0.2%
CB
295
Commerce Bank
Missouri
$208K 4,335 +4,335 New
BCA
296
Bay Colony Advisors
Massachusetts
$206K 3,888 +8 +0.2%
TWM
297
Tanager Wealth Management
United Kingdom
$205K 4,264 +4,264 New
SWP
298
Summit Wealth Partners
Florida
$205K 4,270 +4,270 New
HSG
299
Helen Stephens Group
Texas
$203K 4,233 +9 +0.2%
HPC
300
HM Payson & Co
Maine
$188K 3,917 -3,281 -46%
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