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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
2L
376
25 LLC
Missouri
$697K +$810 +13 +0.1%
IA
377
IFG Advisors
Missouri
$694K -$23.8K -381 -3%
AWM
378
Apollon Wealth Management
South Carolina
$688K -$91.4K -1,466 -12%
QCIG
379
Quad-Cities Investment Group
Iowa
$676K +$55.3K +887 +9%
US Bancorp
380
US Bancorp
Minnesota
$665K -$63K -1,010 -9%
CIA
381
Cladis Investment Advisory
Montana
$663K – – –
CFG
382
Citizens Financial Group
Rhode Island
$662K +$1.06K +17 +0.2%
RWM
383
Rockwood Wealth Management
Pennsylvania
$634K +$420K +6,735 +196%
CIAS
384
Capital Investment Advisory Services
North Carolina
$631K +$530K +8,494 +521%
SIAG
385
Safeguard Investment Advisory Group
California
$623K -$277K -4,440 -31%
MWM
386
Merriman Wealth Management
Washington
$621K -$1.06K -17 -0.2%
PP
387
PrairieView Partners
Minnesota
$601K -$6.36K -102 -1%
CAMG
388
CWA Asset Management Group
Florida
$594K – – –
CFO
389
Colony Family Offices
North Carolina
$592K +$24.7K +396 +4%
SMA
390
Seven Mile Advisory
New Jersey
$591K +$935 +15 +0.2%
PNC Financial Services Group
391
PNC Financial Services Group
Pennsylvania
$590K -$44.6K -716 -7%
Prudential Financial
392
Prudential Financial
New Jersey
$587K +$159K +2,554 +37%
AWM
393
Avior Wealth Management
Nebraska
$583K -$41.2K -661 -7%
PFP
394
Pinnacle Financial Partners
Tennessee
$582K – – –
CCM
395
Carlson Capital Management
Minnesota
$580K -$14.1M -225,462 -96%
CWM
396
Congress Wealth Management
Massachusetts
$579K -$131K -2,105 -18%
WPW
397
Watershed Private Wealth
Illinois
$578K +$4.49K +72 +0.8%
KCPG
398
Kavar Capital Partners Group
Kansas
$575K -$573K -9,193 -50%
JCM
399
Jacobi Capital Management
Pennsylvania
$571K +$108K +1,737 +23%
EW
400
Evoke Wealth
California
$558K +$121K +1,935 +28%
14 15
16
17 18