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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
BDF
376
Balasa Dinverno & Foltz
– – -3,903 Closed
FWM
377
Frontier Wealth Management
Missouri
– – -3,891 Closed
SWP
378
Stratos Wealth Partners
Ohio
– – -3,719 Closed
VCP
379
Vista Capital Partners
Oregon
– – -3,688 Closed
WCA
380
Waypoint Capital Advisors
Minnesota
– – -3,688 Closed
OPWM
381
Oakwell Private Wealth Management
Texas
– – -3,601 Closed
AW
382
Alaethes Wealth
Nevada
– – -1,798 Closed
MFA
383
McClarren Financial Advisors
Pennsylvania
– – -854 Closed
MAM
384
Marquette Asset Management
Minnesota
– – -316 Closed
12 13 14 15
16