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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
Jane Street
New York
$13M
5
AAP
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
Index Fund Advisors
California
$349M
5
CCM
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
351
Fidelity Investments
Massachusetts
$296K -$460 -9 -0.2%
IAN
352
Integrated Advisors Network
Texas
$295K – – –
DPI
353
Diversified Portfolios Inc
Michigan
$291K -$4.66K -91 -2%
DI
354
Disciplined Investments
Oklahoma
$284K +$4.91K +96 +2%
WFA
355
WMG Financial Advisors
Tennessee
$272K -$8.18K -160 -3%
CA
356
Cetera Advisors
Colorado
$269K +$15.7K +307 +6%
BMCM
357
Bryn Mawr Capital Management
Pennsylvania
$267K – – –
SAM
358
Summit Asset Management
Tennessee
$267K – – –
BCA
359
Bay Colony Advisors
Massachusetts
$266K +$1.18K +23 +0.4%
AFA
360
American Financial Advisors
Georgia
$265K -$62.1K -1,214 -19%
MFG
361
Merit Financial Group
Georgia
$260K +$260K +5,087 New
APC
362
Asset Planning Corporation
Tennessee
$259K – – –
VWA
363
Visionary Wealth Advisors
Illinois
$255K +$255K +4,977 New
BJL
364
Brighton Jones LLC
Washington
$252K -$614 -12 -0.2%
SWM
365
Sanctuary Wealth Management
Idaho
$242K +$242K +4,734 New
RWM
366
RKL Wealth Management
Pennsylvania
$238K – – –
EFS
367
Essex Financial Services
Connecticut
$236K – – –
MWM
368
Meritas Wealth Management
California
$236K +$236K +4,613 New
FRA
369
Frank Rimerman Advisors
California
$233K +$307 +6 +0.1%
TFS
370
TrustCore Financial Services
Tennessee
$229K +$716 +14 +0.3%
PA
371
Parallel Advisors
California
$228K – – –
BFA
372
Beacon Financial Advisory
Ohio
$225K +$225K +4,395 New
SWP
373
Summit Wealth Partners
Florida
$218K +$218K +4,270 New
CFGS
374
Concourse Financial Group Securities
Alabama
$215K – – –
IA
375
IFG Advisors
Missouri
$215K +$215K +4,202 New
13 14
15
16 17