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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

651 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 173 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
173
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$177M
2
PFA
Pure Financial Advisors
California
+$35.7M
3
Bank of America
Bank of America
North Carolina
+$30.3M
4
OIA
OneDigital Investment Advisors
Kansas
+$11.7M
5
SC
Savant Capital
Illinois
+$11.5M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$50.8M
2
MHS
M Holdings Securities
Oregon
-$24.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20.1M
4
SP
Symmetry Partners
Connecticut
-$17.4M
5
SL
Systelligence LLC
Minnesota
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
351
Jacobi Capital Management
Pennsylvania
$1.04M +$272K +4,191 +35%
BWG
352
Beta Wealth Group
California
$1.04M +$59.7K +921 +6%
MAG
353
Mayfair Advisory Group
Alabama
$1.03M +$31.5K +490 +3%
EFA
354
Edge Financial Advisors
Illinois
$1.01M +$1.01M +15,545 New
PFS
355
Prospera Financial Services
Texas
$1M -$3.5K -54 -0.3%
STA
356
Summit Trail Advisors
New York
$978K +$192K +2,963 +24%
QCIG
357
Quad-Cities Investment Group
Iowa
$969K +$182K +2,804 +23%
BCI
358
Brinker Capital Investments
Pennsylvania
$952K +$51.2K +789 +6%
OPS
359
Orion Portfolio Solutions
Nebraska
$952K +$51.2K +789 +6%
PIWA
360
Prevail Innovative Wealth Advisors
Kansas
$947K +$32.1K +495 +4%
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$940K +$48.3K +745 +5%
PAG
362
Powers Advisory Group
Illinois
$939K +$147K +2,261 +19%
AWP
363
Abacus Wealth Partners
California
$936K – – –
PNC Financial Services Group
364
PNC Financial Services Group
Pennsylvania
$929K +$152K +2,344 +20%
B
365
BetterWealth
California
$925K +$1.69K +26 +0.2%
JC
366
Jentner Corp
Ohio
$914K +$324 +5 +0%
SMC
367
Smith, Moore & Co
Missouri
$908K +$113K +1,743 +14%
VFP
368
Verus Financial Partners
Virginia
$892K +$2.24K +35 +0.3%
US Bancorp
369
US Bancorp
Minnesota
$891K +$160K +2,472 +22%
IA
370
IFG Advisory
Georgia
$877K -$16.4K -253 -2%
CB
371
Commerce Bank
Missouri
$876K -$13K -200 -1%
WFA
372
Websterrogers Financial Advisors
South Carolina
$861K -$109K -1,685 -11%
TC
373
TownSquare Capital
Utah
$858K +$318K +4,904 +59%
BCA
374
Bay Colony Advisors
Massachusetts
$838K +$70.4K +1,086 +9%
DW
375
Dodds Wealth
Colorado
$832K -$30.2K -473 -4%
13 14
15
16 17