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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

651 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 173 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
173
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$177M
2
PFA
Pure Financial Advisors
California
+$35.7M
3
Bank of America
Bank of America
North Carolina
+$30.3M
4
OIA
OneDigital Investment Advisors
Kansas
+$11.7M
5
SC
Savant Capital
Illinois
+$11.5M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$50.8M
2
MHS
M Holdings Securities
Oregon
-$24.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20.1M
4
SP
Symmetry Partners
Connecticut
-$17.4M
5
SL
Systelligence LLC
Minnesota
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
326
Integrated Wealth Concepts
Massachusetts
$1.25M +$156K +2,404 +14%
JIC
327
Johnson Investment Counsel
Ohio
$1.24M – – –
PB
328
Pinnacle Bancorp
Nebraska
$1.23M -$44.8K -691 -4%
CCA
329
Clarity Capital Advisors
Florida
$1.22M +$3.05K +47 +0.2%
MGIA
330
Moneta Group Investment Advisors
Missouri
$1.22M +$335K +5,170 +38%
CWM
331
Cahill Wealth Management
Michigan
$1.21M -$14.5K -223 -1%
TCM
332
Towneley Capital Management
California
$1.2M -$307K -4,729 -20%
WIM
333
Warwick Investment Management
Texas
$1.19M +$2.47K +38 +0.2%
UWM
334
USAdvisors Wealth Management
Minnesota
$1.18M +$129K +2,002 +12%
LNWWM
335
Laird Norton Wetherby Wealth Management
California
$1.18M -$171K -2,636 -13%
KCM
336
KM Capital Management
Texas
$1.15M +$2.21K +34 +0.2%
ALC
337
Alexander Labrunerie & Co
Missouri
$1.15M +$547K +8,437 +91%
IFWM
338
Institute for Wealth Management
Colorado
$1.14M – – –
FI
339
Financial Insights
Washington
$1.14M -$84K -1,295 -7%
VA
340
Valmark Advisers
Ohio
$1.14M -$64.5K -994 -5%
OW
341
Olistico Wealth
Oklahoma
$1.13M -$61.9K -954 -5%
BFC
342
Bedel Financial Consulting
Indiana
$1.12M +$20.6K +317 +2%
MA
343
Montag & Associates
Georgia
$1.1M – – –
NGA
344
Naples Global Advisors
Florida
$1.09M +$33.1K +511 +3%
EWA
345
Exencial Wealth Advisors
Oklahoma
$1.08M +$64.1K +988 +6%
SCTC
346
Sanibel Captiva Trust Company
Florida
$1.08M +$72.3K +1,115 +7%
VFA
347
Valeo Financial Advisors
Indiana
$1.07M -$122K -1,878 -10%
RFP
348
Root Financial Partners
California
$1.07M -$28.2K -435 -3%
SCP
349
Stevens Capital Partners
Nebraska
$1.06M +$122K +1,878 +13%
1WA
350
180 Wealth Advisors
Washington
$1.05M +$363K +5,592 +53%
12 13
14
15 16