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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$542M
2
FNT
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
Brown Advisory
Maryland
$14.6M
4
Bank of America
Bank of America
North Carolina
$58.2M
5
FCB
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$126M
3
ACP
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
Northern Trust
Illinois
$309M
5
KCM
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
326
Geneos Wealth Management
Colorado
$477K +$8.22K +150 +2%
CIA
327
Capital Investment Advisors
Georgia
$475K – – –
RPCA
328
Running Point Capital Advisors
California
$475K – – –
VWA
329
V Wealth Advisors
Kansas
$471K – – –
FSWA
330
Financial Synergies Wealth Advisors
Texas
$461K -$38.4K -700 -8%
KeyBank National Association
331
KeyBank National Association
Ohio
$454K -$54.8K -1,000 -11%
PFBT
332
Parkside Financial Bank & Trust
Missouri
$449K +$4.49K +82 +1%
RSWM
333
Robertson Stephens Wealth Management
California
$437K – – –
CFO
334
Colony Family Offices
North Carolina
$436K +$4.93K +90 +1%
DI
335
DFPG Investments
Utah
$435K -$34.9K -609 -7%
MHS
336
M Holdings Securities
Oregon
$432K -$353K -6,447 -45%
BJL
337
Brighton Jones LLC
Washington
$422K +$152K +2,766 +56%
FFA
338
Farther Finance Advisors
California
$422K +$230K +4,205 +120%
EIG
339
Ellenbecker Investment Group
Wisconsin
$420K +$875 +16 +0.2%
AFGAS
340
Allegiance Financial Group Advisory Services
Virginia
$420K +$164 +3 +0%
BFA
341
Beacon Financial Advisory
Ohio
$418K +$28.4K +519 +7%
BFA
342
Bill Few Associates
Pennsylvania
$418K – – –
FPCP
343
Fort Point Capital Partners
California
$416K – – –
BAWC
344
Boyce & Associates Wealth Consulting
Texas
$407K +$43.5K +794 +12%
CFS
345
CRA Financial Services
New Jersey
$404K – – –
IAN
346
Integrated Advisors Network
Texas
$403K +$89.1K +1,625 +28%
WCM
347
Wealthcare Capital Management
Virginia
$401K +$1.26K +23 +0.3%
CCMG
348
Clark Capital Management Group
Pennsylvania
$398K – – –
FF
349
Francis Financial
$396K -$25K -456 -6%
SEI Investments
350
SEI Investments
Pennsylvania
$391K -$218K -3,972 -36%
12 13
14
15 16