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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

573 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+75
Holders Change %
+15.06%
% of All Funds
8.4%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
104
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$81.4M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$56.6M
3
Creative Planning
Creative Planning
Kansas
+$54.3M
4
Bank of America
Bank of America
North Carolina
+$47.4M
5
APF
Alaska Permanent Fund
Alaska
+$35M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$55.5M
2
BFG
Bouchey Financial Group
New York
-$13.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$7.51M
4
SFO
Stokes Family Office
Louisiana
-$6.68M
5
FCG
Financial Connections Group
California
-$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
351
L & S Advisors
California
$676K -$120K -2,020 -15%
GCIM
352
Gunn & Company Investment Management
Florida
$673K -$33.4K -560 -5%
CPSAC
353
Chas P. Smith & Associates (CPS)
Florida
$673K -$33.4K -560 -5%
MHS
354
M Holdings Securities
Oregon
$672K -$15.8K -265 -2%
PIWA
355
Prevail Innovative Wealth Advisors
Kansas
$668K +$39.9K +670 +6%
2L
356
25 LLC
Missouri
$666K +$16.1K +270 +2%
SIC
357
Samalin Investment Counsel
New York
$651K +$37.3K +625 +6%
CIA
358
Cladis Investment Advisory
Montana
$634K – – –
CFG
359
Citizens Financial Group
Rhode Island
$632K +$1.79K +30 +0.3%
DW
360
Dodds Wealth
Colorado
$619K +$619K +10,379 New
PNC Financial Services Group
361
PNC Financial Services Group
Pennsylvania
$607K – – –
AWM
362
Avior Wealth Management
Nebraska
$597K -$7.87K -132 -1%
MWM
363
Merriman Wealth Management
Washington
$595K +$60 +1 +0%
SWM
364
Sanctuary Wealth Management
Idaho
$585K +$41K +687 +8%
SWMG
365
Signature Wealth Management Group
Georgia
$583K +$583K +9,782 New
QCIG
366
Quad-Cities Investment Group
Iowa
$582K +$186K +3,181 +47%
PP
367
PrairieView Partners
Minnesota
$580K -$2.26K -38 -0.4%
CAMG
368
CWA Asset Management Group
Florida
$568K – – –
SMA
369
Seven Mile Advisory
New Jersey
$564K +$1.55K +26 +0.3%
PFP
370
Pinnacle Financial Partners
Tennessee
$556K +$556K +9,328 New
WPW
371
Watershed Private Wealth
Illinois
$549K -$71.9K -1,206 -12%
CFO
372
Colony Family Offices
North Carolina
$542K +$56.6K +949 +12%
GWP
373
Gateway Wealth Partners
Wisconsin
$534K +$534K +8,954 New
PC
374
Peavine Capital
Nevada
$530K -$239K -4,013 -31%
MIC
375
Meridian Investment Counsel
California
$525K – – –
13 14
15
16 17