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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
351
KeyBank National Association
Ohio
$408K -$26.2K -500 -6%
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$407K -$962K -18,327 -70%
BJL
353
Brighton Jones LLC
Washington
$404K -$105 -2 -0%
SPC
354
Sigma Planning Corp
Michigan
$403K +$403K +7,678 New
EIG
355
Ellenbecker Investment Group
Wisconsin
$403K +$838 +16 +0.2%
AFGAS
356
Allegiance Financial Group Advisory Services
Virginia
$403K +$472 +9 +0.1%
FPCP
357
Fort Point Capital Partners
California
$398K – – –
BAWC
358
Boyce & Associates Wealth Consulting
Texas
$393K +$3.04K +58 +0.8%
CFS
359
CRA Financial Services
New Jersey
$387K – – –
WCM
360
Wealthcare Capital Management
Virginia
$385K +$1.16K +22 +0.3%
BRWA
361
B. Riley Wealth Advisors
Florida
$383K +$383K +7,292 New
BWM
362
Baystate Wealth Management
Massachusetts
$382K +$382K +7,284 New
FF
363
Francis Financial
$379K +$52 +1 +0%
CA
364
Cetera Advisors
Colorado
$379K +$86.6K +1,650 +30%
BCA
365
Bay Colony Advisors
Massachusetts
$377K +$75.1K +1,431 +25%
NFP
366
Narus Financial Partners
Utah
$377K +$377K +7,177 New
SEI Investments
367
SEI Investments
Pennsylvania
$374K – – –
FTUS
368
Flow Traders U.S.
New York
$368K +$150K +2,854 +69%
DI
369
DFPG Investments
Utah
$366K -$16.9K -336 -4%
PW
370
Peninsula Wealth
California
$361K +$53.7K +1,083 +17%
QCIG
371
Quad-Cities Investment Group
Iowa
$356K +$65.8K +1,253 +23%
SSW
372
Stone Summit Wealth
Florida
$354K – – –
MW
373
Marcum Wealth
Ohio
$352K +$1.1K +21 +0.3%
TA
374
TrueWealth Advisors
Alabama
$349K +$2.15K +41 +0.6%
QHA
375
Quarry Hill Advisors
Minnesota
$348K – – –
13 14
15
16 17