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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

574 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+76
Holders Change %
+15.26%
% of All Funds
8.41%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
105
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$81.4M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$56.6M
3
Creative Planning
Creative Planning
Kansas
+$54.3M
4
Bank of America
Bank of America
North Carolina
+$47.4M
5
APF
Alaska Permanent Fund
Alaska
+$35M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$55.5M
2
BFG
Bouchey Financial Group
New York
-$13.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$7.51M
4
SFO
Stokes Family Office
Louisiana
-$6.68M
5
FCG
Financial Connections Group
California
-$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
326
Naples Global Advisors
Florida
$831K +$89.1K +1,494 +12%
VFP
327
Verus Financial Partners
Virginia
$810K +$2.29K +39 +0.3%
DT
328
Diversified Trust
Tennessee
$802K – – –
AWP
329
Abacus Wealth Partners
California
$788K -$11.7K -197 -1%
CA
330
Cetera Advisors
Colorado
$778K +$348K +5,841 +81%
CB
331
Commerce Bank
Missouri
$776K +$215K +3,605 +38%
SW
332
SVB Wealth
Massachusetts
$748K +$298 +5 +0%
MWPCG
333
Measured Wealth Private Client Group
New Hampshire
$748K – – –
AWM
334
Apollon Wealth Management
South Carolina
$746K +$78.1K +1,310 +12%
IFWM
335
Institute for Wealth Management
Colorado
$740K – – –
KS
336
Karpas Strategies
Connecticut
$739K +$190K +3,195 +35%
WRPWM
337
Werba Rubin Papier Wealth Management
California
$733K -$1.07K -18 -0.1%
SIC
338
SJS Investment Consulting
Ohio
$725K -$49.2K -826 -6%
MAG
339
Mayfair Advisory Group
Alabama
$706K +$339K +5,725 +92%
HB
340
HTLF Bank
Colorado
$706K +$706K +11,846 New
Betterment LLC
341
Betterment LLC
New York
$704K +$193K +3,229 +38%
CAM
342
Clark Asset Management
New Hampshire
$702K +$358 +6 +0.1%
TFM
343
Trademark Financial Management
Minnesota
$702K +$702K +11,772 New
CF
344
Centaurus Financial
California
$700K +$700K +11,747 New
US Bancorp
345
US Bancorp
Minnesota
$696K -$32.1K -539 -4%
SPI
346
Sutton Place Investors
New York
$687K +$3.1K +52 +0.5%
IA
347
IFG Advisors
Missouri
$686K -$77K -1,292 -10%
BCI
348
Brinker Capital Investments
Pennsylvania
$683K -$60.5K -1,036 -8%
OPS
349
Orion Portfolio Solutions
Nebraska
$683K -$60.5K -1,036 -8%
CWM
350
Congress Wealth Management
Massachusetts
$679K +$110K +1,845 +19%
12 13
14
15 16