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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.31%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$441M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$9.82M
3
AA
Aire Advisors
California
+$8.02M
4
Northern Trust
Northern Trust
Illinois
+$7.19M
5
TWP
TFO Wealth Partners
Ohio
+$7.11M

Top Sellers

1
Jane Street
Jane Street
New York
-$12.7M
2
AAS
Avantax Advisory Services
Texas
-$10.2M
3
MWM
Merriman Wealth Management
Washington
-$8.4M
4
Creative Planning
Creative Planning
Kansas
-$7.21M
5
MWM
Modera Wealth Management
New Jersey
-$6.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
351
Bryn Mawr Capital Management
Pennsylvania
$316K +$41.3K +783 +15%
PA
352
Parallel Advisors
California
$315K +$79.8K +1,514 +34%
CB
353
Cadence Bank
Mississippi
$313K -$9.22K -175 -3%
BFPW
354
BOK Financial Private Wealth
Colorado
$310K – – –
SRC
355
Sage Rhino Capital
California
$307K – – –
GLLW
356
Graves Light Lenhart Wealth
Virginia
$306K – – –
IAN
357
Integrated Advisors Network
Texas
$302K -$2.37K -45 -0.8%
BCA
358
Bay Colony Advisors
Massachusetts
$295K +$25.2K +485 +9%
JIC
359
Joel Isaacson & Co
New York
$294K -$14.1K -268 -5%
DI
360
Disciplined Investments
Oklahoma
$294K +$1.37K +26 +0.5%
Betterment LLC
361
Betterment LLC
New York
$293K -$119K -2,260 -29%
FTS
362
Fifth Third Securities
Ohio
$289K +$71.3K +1,353 +33%
SFS
363
Sowell Financial Services
Arkansas
$278K +$278K +5,284 New
SAM
364
Summit Asset Management
Tennessee
$275K – – –
AFA
365
American Financial Advisors
Georgia
$274K +$422 +8 +0.2%
MFG
366
Merit Financial Group
Georgia
$268K – – –
Lido Advisors
367
Lido Advisors
California
$267K -$123K -2,330 -31%
APC
368
Asset Planning Corporation
Tennessee
$267K – – –
FNBSF
369
First National Bank Sioux Falls
South Dakota
$266K +$266K +5,046 New
VWA
370
Visionary Wealth Advisors
Illinois
$262K – – –
WCA
371
Waypoint Capital Advisors
Minnesota
$262K +$262K +4,976 New
BJL
372
Brighton Jones LLC
Washington
$260K +$738 +14 +0.3%
CA
373
Cetera Advisors
Colorado
$250K -$26.4K -501 -10%
QCIG
374
Quad-Cities Investment Group
Iowa
$246K +$246K +4,665 New
RWM
375
RKL Wealth Management
Pennsylvania
$245K – – –
13 14
15
16 17