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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
276
Foundations Investment Advisors
Arizona
$794K +$161K +3,060 +25%
BA
277
BCM Advisors
Louisiana
$776K +$61.4K +1,203 +9%
GWM
278
Grand Wealth Management
Michigan
$775K – – –
JC
279
Jentner Corp
Ohio
$765K -$4.04K -77 -0.5%
BWG
280
Beta Wealth Group
California
$757K -$367 -7 -0%
CWM
281
Cahill Wealth Management
Michigan
$750K -$23.8K -454 -3%
PWIA
282
Porter White Investment Advisors
Alabama
$733K – – –
USCWA
283
U.S. Capital Wealth Advisors
Texas
$721K -$19.3K -367 -3%
DT
284
Diversified Trust
Tennessee
$706K – – –
AWP
285
Abacus Wealth Partners
California
$705K – – –
VFP
286
Verus Financial Partners
Virginia
$702K +$2.14K +42 +0.3%
LSA
287
L & S Advisors
California
$702K -$31.9K -608 -4%
SIC
288
SJS Investment Consulting
Ohio
$682K -$2.63K -50 -0.4%
Citadel Advisors
289
Citadel Advisors
Florida
$681K +$681K +12,982 New
Janney Montgomery Scott
290
Janney Montgomery Scott
Pennsylvania
$681K +$41K +782 +6%
PC
291
Peavine Capital
Nevada
$677K – – –
IA
292
IFG Advisors
Missouri
$672K -$3.57K -68 -0.5%
BCI
293
Brinker Capital Investments
Pennsylvania
$668K +$67.7K +1,289 +11%
OPS
294
Orion Portfolio Solutions
Nebraska
$668K +$67.7K +1,289 +11%
GLLW
295
Graves Light Lenhart Wealth
Virginia
$658K +$51.6K +1,000 +8%
MWPCG
296
Measured Wealth Private Client Group
New Hampshire
$658K -$4.72K -90 -0.7%
SW
297
SVB Wealth
Massachusetts
$658K +$315 +6 +0%
NGA
298
Naples Global Advisors
Florida
$654K +$285K +5,437 +78%
IFWM
299
Institute for Wealth Management
Colorado
$651K – – –
WRPWM
300
Werba Rubin Papier Wealth Management
California
$646K -$155K -2,954 -19%
10 11
12
13 14