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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

573 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+75
Holders Change %
+15.06%
% of All Funds
8.4%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
104
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
$86.6M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
$56.6M
3
Creative Planning
Creative Planning
Kansas
$638M
4
Bank of America
Bank of America
North Carolina
$238M
5
APF
Alaska Permanent Fund
Alaska
$141M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$3.13M
2
BFG
Bouchey Financial Group
New York
$24.9M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$18.9M
4
SFO
Stokes Family Office
Louisiana
$294K
5
FCG
Financial Connections Group
California
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
376
Curi RMB Capital
Illinois
$522K – – –
CIA
377
Capital Investment Advisors
Georgia
$520K +$2.92K +49 +0.6%
RPCA
378
Running Point Capital Advisors
California
$516K – – –
IA
379
IFG Advisory
Georgia
$495K +$254K +4,265 +106%
GTAM
380
Global Trust Asset Management
Florida
$492K -$163K -2,731 -25%
PFBT
381
Parkside Financial Bank & Trust
Missouri
$489K – – –
WA
382
Waverly Advisors
Alabama
$483K -$53.4K -896 -10%
TA
383
TrueWealth Advisors
Alabama
$483K +$86.2K +1,446 +22%
B
384
Bridgeworth
Alabama
$481K – – –
BCA
385
Bay Colony Advisors
Massachusetts
$478K +$49.5K +831 +12%
CMAI
386
Capital Management Associates Inc
Minnesota
$474K +$474K +7,954 New
BFA
387
Bill Few Associates
Pennsylvania
$471K -$715 -12 -0.2%
AW
388
Atlas Wealth
Ohio
$471K – – –
AFGAS
389
Allegiance Financial Group Advisory Services
Virginia
$469K +$11.7K +197 +3%
BFA
390
Beacon Financial Advisory
Ohio
$468K +$715 +12 +0.2%
WAP
391
Wealthcare Advisory Partners
Pennsylvania
$467K +$5.25K +88 +1%
FSWA
392
Financial Synergies Wealth Advisors
Texas
$465K -$6.75K -132 -1%
KeyBank National Association
393
KeyBank National Association
Ohio
$464K – – –
JIC
394
Joel Isaacson & Co
New York
$461K +$97.6K +1,637 +27%
BJL
395
Brighton Jones LLC
Washington
$461K +$1.43K +24 +0.3%
EIG
396
Ellenbecker Investment Group
Wisconsin
$459K +$893 +15 +0.2%
OIA
397
OneDigital Investment Advisors
Kansas
$459K +$459K +7,694 New
GWM
398
Geneos Wealth Management
Colorado
$454K -$43.2K -724 -9%
FPCP
399
Fort Point Capital Partners
California
$452K – – –
PW
400
Peninsula Wealth
California
$449K +$15K +252 +3%
14 15
16
17 18