DFAS icon

Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
326
Integrated Wealth Concepts
Massachusetts
$1.05M -$17.8K -285 -2%
SCTC
327
Sanibel Captiva Trust Company
Florida
$1.04M +$791K +12,685 +320%
EWA
328
Exencial Wealth Advisors
Oklahoma
$1.03M +$52.1K +836 +5%
BCM
329
Basso Capital Management
Connecticut
$1.01M – – –
SPC
330
Sigma Planning Corp
Michigan
$1,000K +$1,000K +16,040 New
CWM
331
Cahill Wealth Management
Michigan
$991K +$8.29K +133 +0.8%
NGA
332
Naples Global Advisors
Florida
$977K +$108K +1,729 +12%
PFS
333
Prospera Financial Services
Texas
$968K – – –
BFC
334
Bedel Financial Consulting
Indiana
$951K +$45.6K +732 +5%
KS
335
Karpas Strategies
Connecticut
$937K +$164K +2,637 +21%
UWM
336
USAdvisors Wealth Management
Minnesota
$933K -$44.3K -715 -5%
MAG
337
Mayfair Advisory Group
Alabama
$932K +$189K +3,033 +25%
KWM
338
Kingsview Wealth Management
Oregon
$922K +$11.5K +184 +1%
BWG
339
Beta Wealth Group
California
$898K -$13.7K -219 -1%
B
340
BetterWealth
California
$896K -$114K -1,834 -11%
GWM
341
Grand Wealth Management
Michigan
$892K -$28.9K -464 -3%
JC
342
Jentner Corp
Ohio
$881K -$7.42K -119 -0.8%
PWIA
343
Porter White Investment Advisors
Alabama
$871K +$62 +1 +0%
VFP
344
Verus Financial Partners
Virginia
$863K +$1.37K +22 +0.2%
DW
345
Dodds Wealth
Colorado
$861K +$214K +3,440 +33%
CB
346
Commerce Bank
Missouri
$854K +$43K +690 +5%
MGIA
347
Moneta Group Investment Advisors
Missouri
$853K -$112K -1,799 -12%
DT
348
Diversified Trust
Tennessee
$839K – – –
BCI
349
Brinker Capital Investments
Pennsylvania
$828K +$99.6K +1,597 +14%
OPS
350
Orion Portfolio Solutions
Nebraska
$828K +$99.6K +1,597 +14%
12 13
14
15 16