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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
NIC
326
Northwest Investment Counselors
Oregon
$55K 1,150 – –
SPIA
327
Steward Partners Investment Advisory
New York
$55K 1,142 – –
S
328
SignatureFD
Georgia
$51K 1,057 – –
APA
329
American Portfolios Advisors
New York
$49.5K 1,032 +1 +0.1%
GT
330
Glenmede Trust
Pennsylvania
$48K 1,000 -480 -32%
SBL
331
Sargent Bickham Lagudis
Colorado
$48K 1,000 – –
ACA
332
Aptus Capital Advisors
Alabama
$41K 859 – –
GWANC
333
Guardian Wealth Advisors (North Carolina)
North Carolina
$41K 859 +859 New
PTC
334
Private Trust Company
Ohio
$39K 820 +820 New
SN
335
Sittner & Nelson
Oregon
$38K 788 – –
VCM
336
Vigilant Capital Management
Maine
$38K 800 – –
BTI
337
Blue Trust Inc
Georgia
$38K 672 +672 New
GWM
338
Geneos Wealth Management
Colorado
$36K 760 – –
VVP
339
Venture Visionary Partners
Ohio
$35.8K 746 +746 New
PCFFS
340
Pacific Center for Financial Services
California
$35K 736 – –
BC
341
Burleson & Co
California
$34K 705 – –
S
342
Surevest
California
$33K 682 +682 New
GLLW
343
Graves Light Lenhart Wealth
Virginia
$28K 574 +574 New
FCG
344
Financial Connections Group
California
$22K 477 – –
EWM
345
Evermay Wealth Management
Virginia
$22K 464 – –
QCG
346
Quadrant Capital Group
Ohio
$21K 432 -1,933 -82%
SC
347
Schubert & Co
Texas
$20K 408 – –
GG
348
Gleason Group
Kentucky
$19K 391 +1 +0.3%
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$15K 313 -6,295 -95%
MAM
350
Meeder Asset Management
Ohio
$12K 244 -124 -34%
12 13
14
15 16