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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$542M
2
FNT
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
Brown Advisory
Maryland
$14.6M
4
Bank of America
Bank of America
North Carolina
$58.2M
5
FCB
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$126M
3
ACP
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
Northern Trust
Illinois
$309M
5
KCM
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
376
Cadence Bank
Mississippi
$326K – – –
SAM
377
S.A. Mason
Michigan
$323K – – –
BFPW
378
BOK Financial Private Wealth
Colorado
$323K – – –
SRC
379
Sage Rhino Capital
California
$319K – – –
BWM
380
Birchcreek Wealth Management
Ohio
$318K +$318K +5,811 New
JIC
381
Joel Isaacson & Co
New York
$317K +$11.2K +204 +4%
BCA
382
Bay Colony Advisors
Massachusetts
$315K +$3.62K +66 +1%
SC
383
Sawyer & Company
Massachusetts
$313K -$219K -3,990 -41%
DI
384
Disciplined Investments
Oklahoma
$309K +$2.85K +52 +0.9%
CA
385
Cetera Advisors
Colorado
$305K +$44.4K +810 +17%
QCIG
386
Quad-Cities Investment Group
Iowa
$303K +$47K +858 +18%
SAM
387
Summit Asset Management
Tennessee
$286K – – –
AFA
388
American Financial Advisors
Georgia
$285K +$658 +12 +0.2%
FTS
389
Fifth Third Securities
Ohio
$280K -$20.2K -368 -7%
MFG
390
Merit Financial Group
Georgia
$279K – – –
Lido Advisors
391
Lido Advisors
California
$278K – – –
APC
392
Asset Planning Corporation
Tennessee
$278K – – –
VWA
393
Visionary Wealth Advisors
Illinois
$273K – – –
RWM
394
RKL Wealth Management
Pennsylvania
$255K – – –
SW
395
SteelPeak Wealth
California
$254K +$254K +4,631 New
PWM
396
Perigon Wealth Management
California
$253K +$253K +4,619 New
EFS
397
Essex Financial Services
Connecticut
$253K – – –
MWM
398
Meritas Wealth Management
California
$253K – – –
FRA
399
Frank Rimerman Advisors
California
$251K +$329 +6 +0.1%
IC
400
IEQ Capital
California
$238K +$238K +4,348 New
14 15
16
17 18