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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
276
SEI Investments
Pennsylvania
$597K -$9.05K -177 -1%
CAN
277
Cetera Advisor Networks
California
$587K +$256K +5,003 +77%
BFC
278
Bedel Financial Consulting
Indiana
$575K +$205 +4 +0%
GTAM
279
Global Trust Asset Management
Florida
$560K -$36.1K -706 -6%
WRPWM
280
Werba Rubin Papier Wealth Management
California
$555K +$555K +10,855 New
AC
281
AWM Capital
Arizona
$553K – – –
CFG
282
Citizens Financial Group
Rhode Island
$537K +$1.89K +37 +0.4%
CWM
283
Congress Wealth Management
Massachusetts
$533K – – –
PNC Financial Services Group
284
PNC Financial Services Group
Pennsylvania
$525K – – –
CIA
285
Cladis Investment Advisory
Montana
$523K +$118K +2,315 +29%
AW
286
Atlas Wealth
Ohio
$516K +$516K +10,096 New
MC
287
Moors & Cabot
Massachusetts
$514K – – –
PP
288
PrairieView Partners
Minnesota
$512K -$15.5K -304 -3%
OPS
289
Orion Portfolio Solutions
Nebraska
$506K -$11.5K -224 -2%
CAMG
290
CWA Asset Management Group
Florida
$505K -$5.58K -109 -1%
SEA
291
Stegent Equity Advisors
Texas
$502K -$208K -4,062 -29%
ACM
292
Arlington Capital Management
Illinois
$500K +$500K +9,766 New
SC
293
Sawyer & Company
Massachusetts
$496K – – –
KeyBank National Association
294
KeyBank National Association
Ohio
$475K – – –
KS
295
Karpas Strategies
Connecticut
$468K +$1.02K +20 +0.2%
KCPG
296
Kavar Capital Partners Group
Kansas
$466K +$1.64K +32 +0.4%
FSWA
297
Financial Synergies Wealth Advisors
Texas
$465K -$6.55K -128 -1%
CAM
298
CPA Asset Management
Florida
$461K +$461K +9,003 New
Janney Montgomery Scott
299
Janney Montgomery Scott
Pennsylvania
$456K – – –
BAM
300
Baldrige Asset Management
Pennsylvania
$455K +$63.5K +1,241 +16%
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12
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