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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
Jane Street
New York
$13M
5
AAP
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
Index Fund Advisors
California
$349M
5
CCM
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
301
WealthOne
New York
$455K +$614 +12 +0.1%
MIC
302
Meridian Investment Counsel
California
$450K – – –
JFG
303
JMG Financial Group
Illinois
$446K +$446K +8,710 New
RPCA
304
Running Point Capital Advisors
California
$443K – – –
CIA
305
Capital Investment Advisors
Georgia
$443K – – –
VWA
306
V Wealth Advisors
Kansas
$439K – – –
Renaissance Technologies
307
Renaissance Technologies
New York
$419K +$419K +8,200 New
PFBT
308
Parkside Financial Bank & Trust
Missouri
$415K – – –
RSWM
309
Robertson Stephens Wealth Management
California
$408K – – –
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$403K +$403K +7,891 New
Betterment LLC
311
Betterment LLC
New York
$400K +$30.9K +604 +8%
CFS
312
CRA Financial Services
New Jersey
$395K – – –
FF
313
Francis Financial
$393K – – –
AFGAS
314
Allegiance Financial Group Advisory Services
Virginia
$392K +$392K +7,655 New
EIG
315
Ellenbecker Investment Group
Wisconsin
$391K +$920 +18 +0.2%
CFO
316
Colony Family Offices
North Carolina
$390K +$50.3K +984 +15%
FPCP
317
Fort Point Capital Partners
California
$388K – – –
HSG
318
Helen Stephens Group
Texas
$383K +$383K +7,487 New
SIC
319
Samalin Investment Counsel
New York
$382K +$382K +7,461 New
WWM
320
Western Wealth Management
Colorado
$381K -$48.9K -955 -11%
Lido Advisors
321
Lido Advisors
California
$379K +$379K +7,400 New
WCM
322
Wealthcare Capital Management
Virginia
$376K +$1.33K +26 +0.4%
CCMG
323
Clark Capital Management Group
Pennsylvania
$371K +$371K +7,262 New
B
324
Bridgeworth
Alabama
$361K – – –
HF
325
HRT Financial
New York
$356K +$356K +6,966 New
11 12
13
14 15