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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$177M
2
PFA
Pure Financial Advisors
California
$154M
3
Bank of America
Bank of America
North Carolina
$319M
4
OIA
OneDigital Investment Advisors
Kansas
$12.2M
5
SC
Savant Capital
Illinois
$66.1M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$1.26M
2
MHS
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
Symmetry Partners
Connecticut
$0
5
SL
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
276
Lauer Wealth
Indiana
$1.98M +$349K +5,415 +21%
Jones Financial Companies
277
Jones Financial Companies
Missouri
$1.96M +$1.17M +18,022 +147%
PFA
278
Pettinga Financial Advisors
Indiana
$1.95M +$27.6K +425 +1%
DWM
279
Dopkins Wealth Management
New York
$1.95M -$1.42M -21,820 -42%
EWA
280
Elevate Wealth Advisory
Georgia
$1.9M -$9.28K -143 -0.5%
SWA
281
Stratos Wealth Advisors
Ohio
$1.9M +$94.8K +1,462 +5%
MG
282
Mather Group
Illinois
$1.9M +$77.9K +1,201 +4%
TIM
283
Tortoise Investment Management
New York
$1.89M +$44.8K +690 +2%
HWM
284
Hemington Wealth Management
Virginia
$1.89M -$186K -2,905 -9%
JWA
285
JFS Wealth Advisors
Pennsylvania
$1.86M -$41.6K -642 -2%
IAN
286
Integrated Advisors Network
Texas
$1.85M -$11.2K -173 -0.6%
WP
287
Westmount Partners
California
$1.85M -$99.9K -1,540 -5%
SW
288
StrongBox Wealth
Missouri
$1.83M +$593K +9,145 +48%
BTI
289
Blue Trust Inc
Georgia
$1.82M -$133K -2,216 -7%
WKWM
290
Walter & Keenan Wealth Management
Indiana
$1.81M +$746K +11,497 +70%
SA
291
Sanctuary Advisors
Indiana
$1.78M +$430K +6,140 +32%
AQR Capital Management
292
AQR Capital Management
Connecticut
$1.77M +$1.55M +23,835 +682%
USCWA
293
U.S. Capital Wealth Advisors
Texas
$1.72M +$169K +2,601 +11%
Janney Montgomery Scott
294
Janney Montgomery Scott
Pennsylvania
$1.66M +$139K +2,136 +9%
TIAA Trust, National Association
295
TIAA Trust, National Association
North Carolina
$1.66M -$11K -169 -0.7%
WWA
296
WCG Wealth Advisors
Nevada
$1.65M +$145K +2,237 +10%
CTWM
297
Cherry Tree Wealth Management
Minnesota
$1.6M +$36.8K +568 +2%
SC
298
Shearwater Capital
Colorado
$1.56M -$3.05K -47 -0.2%
CRC
299
Curi RMB Capital
Illinois
$1.55M – – –
WT
300
Whittier Trust
California
$1.51M +$195 +3 +0%
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