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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$69.2M
2
APF
Alaska Permanent Fund
Alaska
$169M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
Bank of America
North Carolina
$265M
5
EF
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
Savant Capital
Illinois
$60.7M
2
CCM
Carlson Capital Management
Minnesota
$580K
3
HPC
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
CAM
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
276
Pettinga Financial Advisors
Indiana
$1.65M -$722K -11,575 -30%
PF
277
Parker Financial
Washington
$1.64M +$558K +8,944 +52%
GLLW
278
Graves Light Lenhart Wealth
Virginia
$1.61M +$149K +2,395 +10%
MG
279
Mather Group
Illinois
$1.54M -$40.7K -682 -3%
BSWA
280
Bromfield Sneider Wealth Advisors
Massachusetts
$1.52M +$396K +6,359 +35%
AC
281
AWM Capital
Arizona
$1.51M -$43.7K -701 -3%
SC
282
Shearwater Capital
Colorado
$1.5M -$38.4K -616 -2%
USCWA
283
U.S. Capital Wealth Advisors
Texas
$1.5M +$23.3K +373 +2%
CRC
284
Curi RMB Capital
Illinois
$1.49M +$945K +15,166 +173%
LFA
285
Lauterbach Financial Advisors
Texas
$1.48M -$436K -7,000 -23%
SWP
286
Stratos Wealth Partners
Ohio
$1.47M +$9.73K +156 +0.7%
CTWM
287
Cherry Tree Wealth Management
Minnesota
$1.45M -$10.7K -172 -0.7%
HI
288
Harbour Investments
Wisconsin
$1.43M +$1.18M +18,898 +462%
LNWWM
289
Laird Norton Wetherby Wealth Management
California
$1.41M – – –
ASN
290
Advisory Services Network
Georgia
$1.41M +$313K +5,018 +29%
FTUS
291
Flow Traders U.S.
New York
$1.4M -$311K -4,989 -18%
FIA
292
Foundations Investment Advisors
Arizona
$1.39M +$17.3K +278 +1%
EWP
293
Elevation Wealth Partners
California
$1.33M -$104K -1,664 -7%
WWA
294
WCG Wealth Advisors
Nevada
$1.32M -$124K -1,995 -9%
CA
295
Cetera Advisors
Colorado
$1.31M +$499K +8,008 +61%
WWP
296
Walden Wealth Partners
Ohio
$1.31M -$4.05K -67 -0.3%
WCA
297
Waypoint Capital Advisors
Minnesota
$1.3M – – –
QFA
298
Quantum Financial Advisors
California
$1.29M -$2.93K -47 -0.2%
SPI
299
Sutton Place Investors
New York
$1.29M +$570K +9,137 +79%
RFP
300
Root Financial Partners
California
$1.29M -$45.1K -723 -3%
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