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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
351
Wealthcare Advisory Partners
Pennsylvania
$819K +$330K +5,294 +68%
HIP
352
HUB Investment Partners
Texas
$814K +$814K +13,051 New
MFC
353
Morris Financial Concepts
South Carolina
$801K +$452K +7,244 +129%
IA
354
IFG Advisory
Georgia
$796K +$279K +4,471 +54%
Betterment LLC
355
Betterment LLC
New York
$794K +$57.8K +927 +8%
WKWM
356
Walter & Keenan Wealth Management
Indiana
$794K +$514K +8,239 +183%
AWP
357
Abacus Wealth Partners
California
$792K -$32.7K -524 -4%
SW
358
SVB Wealth
Massachusetts
$782K +$249 +4 +0%
PIWA
359
Prevail Innovative Wealth Advisors
Kansas
$770K +$70.9K +1,138 +10%
WRPWM
360
Werba Rubin Papier Wealth Management
California
$767K +$499 +8 +0.1%
SIC
361
SJS Investment Consulting
Ohio
$758K – – –
S
362
SignatureFD
Georgia
$757K +$677K +10,858 +842%
MWPCG
363
Measured Wealth Private Client Group
New Hampshire
$751K -$30.4K -488 -4%
HB
364
HTLF Bank
Colorado
$738K – – –
CAM
365
Clark Asset Management
New Hampshire
$734K – – –
CF
366
Centaurus Financial
California
$732K – – –
SIC
367
Samalin Investment Counsel
New York
$721K +$40.3K +646 +6%
GWP
368
Gateway Wealth Partners
Wisconsin
$718K +$160K +2,562 +29%
LSA
369
L & S Advisors
California
$715K +$7.67K +123 +1%
MHS
370
M Holdings Securities
Oregon
$709K +$6.73K +108 +1%
GCIM
371
Gunn & Company Investment Management
Florida
$704K – – –
CPSAC
372
Chas P. Smith & Associates (CPS)
Florida
$704K – – –
BCA
373
Bay Colony Advisors
Massachusetts
$703K +$204K +3,267 +41%
HIC
374
Hartline Investment Corp
Illinois
$703K +$703K +11,278 New
BWM
375
Birchcreek Wealth Management
Ohio
$702K -$7.67K -123 -1%
13 14
15
16 17