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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

574 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+76
Holders Change %
+15.26%
% of All Funds
8.41%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
105
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$81.4M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$56.6M
3
Creative Planning
Creative Planning
Kansas
+$54.3M
4
Bank of America
Bank of America
North Carolina
+$47.4M
5
APF
Alaska Permanent Fund
Alaska
+$35M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$55.5M
2
BFG
Bouchey Financial Group
New York
-$13.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$7.51M
4
SFO
Stokes Family Office
Louisiana
-$6.68M
5
FCG
Financial Connections Group
California
-$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
301
Advisory Services Network
Georgia
$1.05M +$74.6K +1,252 +8%
PF
302
Parker Financial
Washington
$1.03M +$437K +7,337 +73%
VA
303
Valmark Advisers
Ohio
$1.03M +$6.68K +112 +0.7%
IWC
304
Integrated Wealth Concepts
Massachusetts
$1.02M +$36.6K +614 +4%
WIM
305
Warwick Investment Management
Texas
$1.02M +$2.5K +42 +0.2%
MA
306
Montag & Associates
Georgia
$1.01M – – –
SIMC
307
Squire Investment Management Company
Utah
$985K +$985K +16,518 New
RJT
308
Raymond James Trust
Florida
$985K +$687K +11,521 +231%
VFA
309
Valeo Financial Advisors
Indiana
$972K +$238 +4 +0%
B
310
BetterWealth
California
$966K -$18.7K -313 -2%
BCM
311
Basso Capital Management
Connecticut
$962K – – –
ADL
312
Asset Dedication LLC
California
$960K -$82.5K -1,385 -8%
CWM
313
Cahill Wealth Management
Michigan
$940K +$88.3K +1,481 +10%
UWM
314
USAdvisors Wealth Management
Minnesota
$939K -$10.8K -182 -1%
EWA
315
Exencial Wealth Advisors
Oklahoma
$935K +$25.3K +425 +3%
PFS
316
Prospera Financial Services
Texas
$926K – – –
MGIA
317
Moneta Group Investment Advisors
Missouri
$923K -$47K -789 -5%
CWM
318
Curi Wealth Management
North Carolina
$904K – – –
GWM
319
Grand Wealth Management
Michigan
$880K – – –
BWG
320
Beta Wealth Group
California
$872K +$12.2K +204 +1%
KWM
321
Kingsview Wealth Management
Oregon
$871K +$871K +14,602 New
BFC
322
Bedel Financial Consulting
Indiana
$866K +$195K +3,273 +29%
SIAG
323
Safeguard Investment Advisory Group
California
$861K -$126K -2,109 -13%
JC
324
Jentner Corp
Ohio
$850K -$19.6K -329 -2%
PWIA
325
Porter White Investment Advisors
Alabama
$833K – – –
11 12
13
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