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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
Jane Street
New York
$13M
5
AAP
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
Index Fund Advisors
California
$349M
5
CCM
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
376
Cornerstone Advisory
Maryland
$212K +$212K +4,142 New
FTS
377
Fifth Third Securities
Ohio
$211K +$211K +4,122 New
GA
378
Goldstein Advisors
Wisconsin
$208K +$208K +4,058 New
SOAG
379
Silver Oak Advisory Group
Oregon
$206K +$206K +4,034 New
ZIM
380
Zacks Investment Management
Illinois
$205K +$205K +4,000 New
MGIA
381
Moneta Group Investment Advisors
Missouri
$204K +$204K +3,651 New
CWP
382
Concord Wealth Partners
Virginia
$200K +$200K +3,907 New
HI
383
Harbour Investments
Wisconsin
$173K +$102 +2 +0.1%
OC
384
Oakworth Capital
Alabama
$157K – – –
AIM
385
Acropolis Investment Management
Missouri
$155K – – –
CA
386
Clearstead Advisors
Ohio
$151K – – –
Franklin Resources
387
Franklin Resources
California
$150K +$511 +10 +0.3%
HCM
388
Hollencrest Capital Management
California
$146K +$146K +2,852 New
RTL
389
Red Tortoise LLC
Georgia
$144K +$144K +2,818 New
NOI
390
Newton One Investments
Delaware
$117K – – –
RDFA
391
Ritter Daniher Financial Advisory
Ohio
$107K – – –
BFEC
392
Benjamin F. Edwards & Company
Missouri
$106K +$106K +2,082 New
First Manhattan
393
First Manhattan
New York
$102K – – –
UB
394
UMB Bank
Missouri
$95K – – –
PTC
395
Private Trust Company
Ohio
$90K +$90K +1,765 New
HPC
396
HM Payson & Co
Maine
$87.6K -$125K -2,435 -59%
BCWM
397
Bartlett & Co Wealth Management
Ohio
$84.1K – – –
BC
398
Bartlett & Co
Ohio
$84K – – –
WFA
399
WestHill Financial Advisors
California
$79.7K +$4.96K +97 +7%
TFM
400
TFC Financial Management
Massachusetts
$79.5K +$256 +5 +0.3%
14 15
16
17 18