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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$542M
2
FNT
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
Brown Advisory
Maryland
$14.6M
4
Bank of America
Bank of America
North Carolina
$58.2M
5
FCB
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$126M
3
ACP
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
Northern Trust
Illinois
$309M
5
KCM
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
276
L & S Advisors
California
$766K +$766K +13,974 New
PWIA
277
Porter White Investment Advisors
Alabama
$765K +$4.88K +89 +0.6%
AWM
278
Avior Wealth Management
Nebraska
$762K -$10.2K -187 -1%
HSG
279
Helen Stephens Group
Texas
$761K +$332K +6,053 +77%
US Bancorp
280
US Bancorp
Minnesota
$753K -$6.36K -116 -0.8%
DT
281
Diversified Trust
Tennessee
$737K – – –
AWP
282
Abacus Wealth Partners
California
$736K – – –
DC
283
Davenport & Co
Virginia
$731K +$731K +13,348 New
MGIA
284
Moneta Group Investment Advisors
Missouri
$723K +$304K +5,554 +73%
SIC
285
SJS Investment Consulting
Ohio
$714K – – –
AWM
286
Apollon Wealth Management
South Carolina
$713K -$16.4K -300 -2%
PC
287
Peavine Capital
Nevada
$707K – – –
IA
288
IFG Advisors
Missouri
$705K +$312K +5,691 +79%
CPSAC
289
Chas P. Smith & Associates (CPS)
Florida
$696K -$47.2K -862 -6%
MWPCG
290
Measured Wealth Private Client Group
New Hampshire
$692K -$8.44K -154 -1%
SW
291
SVB Wealth
Massachusetts
$687K +$329 +6 +0%
ES
292
Eagle Strategies
New York
$683K +$83K +1,515 +14%
IFWM
293
Institute for Wealth Management
Colorado
$680K – – –
TFA
294
Teamwork Financial Advisors
Texas
$671K +$671K +12,249 New
Janney Montgomery Scott
295
Janney Montgomery Scott
Pennsylvania
$668K +$173K +3,160 +35%
FIA
296
Foundations Investment Advisors
Arizona
$662K +$318K +5,796 +92%
Wealthfront Advisers
297
Wealthfront Advisers
California
$657K -$204K -3,730 -24%
GLLW
298
Graves Light Lenhart Wealth
Virginia
$645K +$327K +5,964 +103%
BCI
299
Brinker Capital Investments
Pennsylvania
$626K +$10.9K +199 +2%
OPS
300
Orion Portfolio Solutions
Nebraska
$626K +$10.9K +199 +2%
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12
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