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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$542M
2
FNT
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
Brown Advisory
Maryland
$14.6M
4
Bank of America
Bank of America
North Carolina
$58.2M
5
FCB
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$126M
3
ACP
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
Northern Trust
Illinois
$309M
5
KCM
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
CPA Asset Management
Florida
$622K +$101K +1,851 +19%
BFC
302
Bedel Financial Consulting
Indiana
$616K +$219 +4 +0%
2L
303
25 LLC
Missouri
$612K -$844 -15 -0.1%
BSWA
304
Bromfield Sneider Wealth Advisors
Massachusetts
$610K +$142K +2,583 +30%
GTAM
305
Global Trust Asset Management
Florida
$602K – – –
CIA
306
Cladis Investment Advisory
Montana
$594K +$32.9K +600 +6%
CWM
307
Congress Wealth Management
Massachusetts
$587K +$767 +14 +0.1%
CFG
308
Citizens Financial Group
Rhode Island
$578K +$1.75K +32 +0.3%
AW
309
Atlas Wealth
Ohio
$562K -$13.6K -238 -2%
MC
310
Moors & Cabot
Massachusetts
$548K -$2.74K -50 -0.5%
PP
311
PrairieView Partners
Minnesota
$540K -$4.92K -90 -0.9%
WPW
312
Watershed Private Wealth
Illinois
$535K – – –
CAMG
313
CWA Asset Management Group
Florida
$525K -$16.8K -307 -3%
SMA
314
Seven Mile Advisory
New Jersey
$516K +$516K +9,412 New
CAM
315
Clark Asset Management
New Hampshire
$516K +$516K +9,410 New
CB
316
Commerce Bank
Missouri
$516K – – –
KS
317
Karpas Strategies
Connecticut
$503K +$986 +18 +0.2%
KCPG
318
Kavar Capital Partners Group
Kansas
$502K +$1.53K +28 +0.3%
SHWM
319
Silicon Hills Wealth Management
Texas
$493K +$4.71K +86 +1%
WA
320
Waverly Advisors
Alabama
$493K +$493K +8,993 New
SEA
321
Stegent Equity Advisors
Texas
$492K -$43.2K -788 -8%
SIC
322
Samalin Investment Counsel
New York
$491K +$31.6K +576 +7%
MIC
323
Meridian Investment Counsel
California
$482K – – –
CRC
324
Curi RMB Capital
Illinois
$480K – – –
W
325
WealthOne
New York
$480K +$3.07K +56 +0.6%
11 12
13
14 15