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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
351
Pacifica Partners
Canada
$8K 160 – –
CI
352
CX Institutional
Indiana
$8K 173 +173 New
JFA
353
JNBA Financial Advisors
Minnesota
$6K 116 – –
GRP
354
Global Retirement Partners
California
$5K 114 -193 -63%
TAM
355
Tucker Asset Management
Colorado
$2.83K 59 – –
TCWA
356
Ten Capital Wealth Advisors
Washington
$2K 34 +34 New
GWA
357
Gibson Wealth Advisors
Texas
$1K 12 – –
AW
358
ACG Wealth
Georgia
$1K 30 +30 New
EVM
359
Eaton Vance Management
Massachusetts
– – -18,227 Closed
PB
360
Pinnacle Bancorp
Nebraska
– – -17,697 Closed
RVPG
361
Relative Value Partners Group
– – -14,692 Closed
CFO
362
Collective Family Office
Pennsylvania
– – -12,963 Closed
Susquehanna International Group
363
Susquehanna International Group
Pennsylvania
– – -12,170 Closed
MGIA
364
Moneta Group Investment Advisors
Missouri
– – -10,935 Closed
MG
365
Mather Group
Illinois
– – -9,541 Closed
OPCM
366
Osborne Partners Capital Management
California
– – -8,443 Closed
AFA
367
American Financial Advisors
Georgia
– – -6,376 Closed
CAC
368
Certified Advisory Corp
Florida
– – -5,622 Closed
MCM
369
MAI Capital Management
Ohio
– – -4,785 Closed
WIA
370
World Investment Advisors
California
– – -4,642 Closed
SWA
371
ShankerValleau Wealth Advisors
Illinois
– – -4,556 Closed
RFC
372
Regions Financial Corp
Alabama
– – -4,360 Closed
HH
373
Hilltop Holdings
Texas
– – -4,191 Closed
CA
374
Cornerstone Advisory
Maryland
– – -4,142 Closed
SOAG
375
Silver Oak Advisory Group
Oregon
– – -4,034 Closed
12 13 14
15
16