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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
Jane Street
New York
$13M
5
AAP
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
Index Fund Advisors
California
$349M
5
CCM
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSWA
326
Bromfield Sneider Wealth Advisors
Massachusetts
$356K +$25.1K +490 +8%
IA
327
IFP Advisors
Florida
$346K -$10.2K -173 -3%
SSW
328
Stone Summit Wealth
Florida
$345K – – –
HCWM
329
Harrison & Co Wealth Management
Virginia
$344K +$344K +6,735 New
Wealth Enhancement Advisory Services
330
Wealth Enhancement Advisory Services
Minnesota
$343K +$99.1K +1,812 +41%
MW
331
Marcum Wealth
Ohio
$340K +$1.18K +23 +0.3%
MWC
332
MBM Wealth Consultants
Missouri
$340K – – –
QHA
333
Quarry Hill Advisors
Minnesota
$339K +$339K +6,630 New
IWM
334
IHT Wealth Management
Illinois
$338K +$14.7K +288 +5%
BFA
335
Bill Few Associates
Pennsylvania
$336K – – –
CSI
336
Cross Staff Investments
New York
$332K – – –
VCM
337
Vivaldi Capital Management
Illinois
$331K +$35.1K +669 +12%
WPW
338
Watershed Private Wealth
Illinois
$330K +$330K +6,453 New
AWP
339
Accretive Wealth Partners
New Jersey
$323K +$323K +6,323 New
BAWC
340
Boyce & Associates Wealth Consulting
Texas
$320K -$3.38K -66 -1%
AWM
341
Angeles Wealth Management
California
$317K – – –
TFA
342
Triad Financial Advisors
North Carolina
$315K – – –
CB
343
Cadence Bank
Mississippi
$313K – – –
ANB
344
Amarillo National Bank
Texas
$311K – – –
VCM
345
Versant Capital Management
Arizona
$309K – – –
BFPW
346
BOK Financial Private Wealth
Colorado
$301K -$101K -1,983 -25%
PW
347
Peninsula Wealth
California
$301K +$301K +5,879 New
JIC
348
Joel Isaacson & Co
New York
$299K +$153 +3 +0.1%
SRC
349
Sage Rhino Capital
California
$298K – – –
GLLW
350
Graves Light Lenhart Wealth
Virginia
$297K +$297K +5,803 New
12 13
14
15 16