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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$177M
2
PFA
Pure Financial Advisors
California
+$35.7M
3
Bank of America
Bank of America
North Carolina
+$30.3M
4
OIA
OneDigital Investment Advisors
Kansas
+$11.7M
5
SC
Savant Capital
Illinois
+$11.5M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$50.8M
2
MHS
M Holdings Securities
Oregon
-$24.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20.1M
4
SP
Symmetry Partners
Connecticut
-$17.4M
5
SL
Systelligence LLC
Minnesota
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
301
Maryland Capital Advisors
Maryland
$1.51M +$142K +2,194 +10%
LFA
302
Lauterbach Financial Advisors
Texas
$1.5M -$44.4K -685 -3%
AC
303
AWM Capital
Arizona
$1.47M -$102K -1,568 -6%
WCA
304
Waypoint Capital Advisors
Minnesota
$1.41M +$57.6K +888 +4%
FC
305
FCA Corp
Texas
$1.41M +$81.2K +1,252 +6%
JWCA
306
J.W. Cole Advisors
Florida
$1.39M +$99.2K +1,529 +8%
SWP
307
Stratos Wealth Partners
Ohio
$1.39M -$140K -2,163 -9%
HI
308
Harbour Investments
Wisconsin
$1.38M -$31.4K -484 -2%
ASN
309
Advisory Services Network
Georgia
$1.38M – – –
MFC
310
Morris Financial Concepts
South Carolina
$1.37M +$127K +1,952 +10%
TIAAOA
311
Teachers Insurance & Annuity Association of America
New York
$1.37M +$1.37M +21,127 New
EWP
312
Elevation Wealth Partners
California
$1.37M +$778 +12 +0.1%
ES
313
Eagle Strategies
New York
$1.35M -$8.69K -134 -0.6%
QFA
314
Quantum Financial Advisors
California
$1.34M – – –
GLLW
315
Graves Light Lenhart Wealth
Virginia
$1.32M -$354K -5,453 -21%
RLIM
316
Red Lighthouse Investment Management
New York
$1.31M – – –
RJT
317
Raymond James Trust
Florida
$1.31M -$42.7K -658 -3%
Kovitz Investment Group Partners
318
Kovitz Investment Group Partners
Illinois
$1.31M +$1.31M +20,158 New
GS
319
GTS Securities
New York
$1.31M +$1.31M +20,138 New
ADL
320
Asset Dedication LLC
California
$1.29M +$212K +3,263 +20%
CSWM
321
Cassady Schiller Wealth Management
Ohio
$1.29M -$25.6K -395 -2%
SIMC
322
Squire Investment Management Company
Utah
$1.29M +$105K +1,615 +9%
QCM
323
Quantinno Capital Management
New York
$1.27M +$797K +12,288 +168%
EFP
324
Elser Financial Planning
Indiana
$1.26M -$50.8M -783,363 -98%
IWC
325
Integrated Wealth Concepts
Massachusetts
$1.25M +$156K +2,404 +14%
11 12
13
14 15