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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
HI
301
Harbour Investments
Wisconsin
$162K 3,381 +3,381 New
CMBA
302
C.M. Bidwell & Associates
Hawaii
$157K 3,270 – –
OC
303
Oakworth Capital
Alabama
$147K 3,071 +3,071 New
AIM
304
Acropolis Investment Management
Missouri
$145K 3,029 +7 +0.2%
CA
305
Clearstead Advisors
Ohio
$142K 2,958 – –
Franklin Resources
306
Franklin Resources
California
$140K 2,924 +9 +0.3%
CMP
307
Coston McIsaac & Partners
Maine
$112K 2,341 +2,341 New
NOI
308
Newton One Investments
Delaware
$110K 2,282 – –
CWP
309
Concord Wealth Partners
Virginia
$101K 2,095 +2,095 New
First Manhattan
310
First Manhattan
New York
$95K 1,986 – –
EW
311
Evoke Wealth
California
$93K 1,935 – –
Bessemer Group
312
Bessemer Group
New Jersey
$90K 1,881 – –
UB
313
UMB Bank
Missouri
$89K 1,861 – –
BWS
314
BCR Wealth Strategies
Alabama
$85K 1,761 – –
BC
315
Bartlett & Co
Ohio
$79K 1,645 – –
LFA
316
Level Financial Advisors
New York
$79K 1,641 +1,641 New
BCWM
317
Bartlett & Co Wealth Management
Ohio
$79K 1,645 – –
TFM
318
TFC Financial Management
Massachusetts
$74K 1,549 – –
CFFP
319
Center for Financial Planning
Michigan
$73K 1,518 – –
WFA
320
WestHill Financial Advisors
California
$70K 1,461 – –
RDFA
321
Ritter Daniher Financial Advisory
Ohio
$68K 1,426 +1,426 New
ACA
322
Atlas Capital Advisors
Wyoming
$67.4K 1,405 -268 -16%
EBA
323
Eagle Bay Advisors
New York
$60.7K 1,265 +1,265 New
CCM
324
Covington Capital Management
California
$60K 1,242 – –
CTC
325
Central Trust Company
Missouri
$58K 1,216 – –
11 12
13
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