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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$69.2M
2
APF
Alaska Permanent Fund
Alaska
$169M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
Bank of America
North Carolina
$265M
5
EF
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
Savant Capital
Illinois
$60.7M
2
CCM
Carlson Capital Management
Minnesota
$580K
3
HPC
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
CAM
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
301
Maryland Capital Advisors
Maryland
$1.28M +$24.1K +387 +2%
RLIM
302
Red Lighthouse Investment Management
New York
$1.26M -$23.1K -370 -2%
WT
303
Whittier Trust
California
$1.26M -$4.82M -77,366 -79%
AWE
304
Avidian Wealth Enterprises
Texas
$1.25M +$1.25M +20,075 New
FI
305
Financial Insights
Washington
$1.2M -$164K -2,633 -12%
FC
306
FCA Corp
Texas
$1.2M +$36.1K +579 +3%
PB
307
Pinnacle Bancorp
Nebraska
$1.2M – – –
Janney Montgomery Scott
308
Janney Montgomery Scott
Pennsylvania
$1.19M +$74K +1,188 +7%
JIC
309
Johnson Investment Counsel
Ohio
$1.19M – – –
OW
310
Olistico Wealth
Oklahoma
$1.19M -$62 -1 -0%
JWCA
311
J.W. Cole Advisors
Florida
$1.18M +$93.6K +1,516 +9%
CCA
312
Clarity Capital Advisors
Florida
$1.17M +$1.87K +30 +0.2%
RVPG
313
Relative Value Partners Group
$1.17M -$58 -1 -0%
HI
314
Harper Investing
California
$1.17M +$1.17M +18,706 New
RJT
315
Raymond James Trust
Florida
$1.15M +$125K +2,005 +12%
KCM
316
KM Capital Management
Texas
$1.15M +$33K +530 +3%
SIMC
317
Squire Investment Management Company
Utah
$1.13M +$99K +1,588 +10%
VA
318
Valmark Advisers
Ohio
$1.12M +$43.3K +695 +4%
CSWM
319
Cassady Schiller Wealth Management
Ohio
$1.11M – – –
IFWM
320
Institute for Wealth Management
Colorado
$1.1M +$325K +5,221 +42%
HWM
321
HFG Wealth Management
Texas
$1.09M -$4.87M -78,158 -82%
WFA
322
Websterrogers Financial Advisors
South Carolina
$1.09M -$54K -866 -5%
ADL
323
Asset Dedication LLC
California
$1.06M +$53.7K +861 +5%
VFA
324
Valeo Financial Advisors
Indiana
$1.06M +$89.6K +1,510 +9%
MA
325
Montag & Associates
Georgia
$1.05M – – –
11 12
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