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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
301
US Bancorp
Minnesota
$641K -$80.1K -1,526 -11%
CPSAC
302
Chas P. Smith & Associates (CPS)
Florida
$622K -$44.6K -850 -7%
GCIM
303
Gunn & Company Investment Management
Florida
$622K +$622K +11,848 New
BWM
304
Birchcreek Wealth Management
Ohio
$621K +$316K +6,011 +103%
CAM
305
Clark Asset Management
New Hampshire
$618K +$124K +2,360 +25%
Wealthfront Advisers
306
Wealthfront Advisers
California
$614K -$15.5K -295 -2%
MHS
307
M Holdings Securities
Oregon
$606K +$192K +3,652 +46%
SPI
308
Sutton Place Investors
New York
$603K -$162K -3,077 -21%
BFC
309
Bedel Financial Consulting
Indiana
$591K +$157 +3 +0%
AWM
310
Apollon Wealth Management
South Carolina
$588K -$95.7K -1,823 -14%
GTAM
311
Global Trust Asset Management
Florida
$576K – – –
2L
312
25 LLC
Missouri
$572K +$1.21K +23 +0.2%
CIA
313
Cladis Investment Advisory
Montana
$558K -$10.5K -200 -2%
CFG
314
Citizens Financial Group
Rhode Island
$555K +$1.68K +32 +0.3%
PIWA
315
Prevail Innovative Wealth Advisors
Kansas
$553K +$553K +10,540 New
WPW
316
Watershed Private Wealth
Illinois
$547K +$34.3K +654 +7%
SIC
317
Samalin Investment Counsel
New York
$540K +$69.3K +1,321 +15%
PNC Financial Services Group
318
PNC Financial Services Group
Pennsylvania
$535K +$186K +3,552 +54%
AWM
319
Avior Wealth Management
Nebraska
$532K -$197K -3,759 -27%
PF
320
Parker Financial
Washington
$526K +$526K +10,015 New
MC
321
Moors & Cabot
Massachusetts
$525K – – –
MWM
322
Merriman Wealth Management
Washington
$524K -$4.13M -78,624 -89%
PP
323
PrairieView Partners
Minnesota
$512K -$5.13K -98 -1%
CWM
324
Congress Wealth Management
Massachusetts
$501K -$61K -1,162 -11%
CAMG
325
CWA Asset Management Group
Florida
$500K -$2.1K -40 -0.4%
11 12
13
14 15