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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

574 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+76
Holders Change %
+15.26%
% of All Funds
8.41%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
105
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$81.4M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$56.6M
3
Creative Planning
Creative Planning
Kansas
+$54.3M
4
Bank of America
Bank of America
North Carolina
+$47.4M
5
APF
Alaska Permanent Fund
Alaska
+$35M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$55.5M
2
BFG
Bouchey Financial Group
New York
-$13.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$7.51M
4
SFO
Stokes Family Office
Louisiana
-$6.68M
5
FCG
Financial Connections Group
California
-$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
276
Foundations Investment Advisors
Arizona
$1.29M +$404K +6,923 +46%
RFP
277
Root Financial Partners
California
$1.28M -$17.3K -290 -1%
I
278
INVST
Indiana
$1.25M +$1.25M +21,686 New
WCA
279
Waypoint Capital Advisors
Minnesota
$1.25M +$883K +14,816 +243%
QFA
280
Quantum Financial Advisors
California
$1.24M – – –
RLIM
281
Red Lighthouse Investment Management
New York
$1.23M – – –
RVPG
282
Relative Value Partners Group
$1.21M +$2.5K +42 +0.2%
EWP
283
Elevation Wealth Partners
California
$1.21M – – –
MCA
284
Maryland Capital Advisors
Maryland
$1.2M +$174K +2,920 +17%
ES
285
Eagle Strategies
New York
$1.17M +$775 +13 +0.1%
HSG
286
Helen Stephens Group
Texas
$1.15M +$183K +3,073 +19%
PB
287
Pinnacle Bancorp
Nebraska
$1.14M +$76.2K +1,278 +7%
JIC
288
Johnson Investment Counsel
Ohio
$1.14M – – –
OW
289
Olistico Wealth
Oklahoma
$1.14M -$3.94K -66 -0.3%
CCA
290
Clarity Capital Advisors
Florida
$1.12M +$1.12M +18,747 New
WP
291
Wealthspan Partners
Iowa
$1.11M +$560K +9,395 +101%
FC
292
FCA Corp
Texas
$1.11M +$1.11M +18,626 New
KCPG
293
Kavar Capital Partners Group
Kansas
$1.1M +$550K +9,233 +101%
BA
294
BCM Advisors
Louisiana
$1.09M +$195K +3,304 +22%
WFA
295
Websterrogers Financial Advisors
South Carolina
$1.09M -$6.08K -102 -0.6%
BSWA
296
Bromfield Sneider Wealth Advisors
Massachusetts
$1.08M +$8.76K +147 +0.8%
KCM
297
KM Capital Management
Texas
$1.07M -$347K -5,823 -24%
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
$1.07M +$298K +4,995 +39%
CSWM
299
Cassady Schiller Wealth Management
Ohio
$1.06M -$893K -14,985 -46%
JWCA
300
J.W. Cole Advisors
Florida
$1.05M +$1.05M +17,569 New
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