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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

651 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 173 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.42%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
173
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$177M
2
PFA
Pure Financial Advisors
California
+$35.7M
3
Bank of America
Bank of America
North Carolina
+$30.3M
4
OIA
OneDigital Investment Advisors
Kansas
+$11.7M
5
SC
Savant Capital
Illinois
+$11.5M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$50.8M
2
MHS
M Holdings Securities
Oregon
-$24.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20.1M
4
SP
Symmetry Partners
Connecticut
-$17.4M
5
SL
Systelligence LLC
Minnesota
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRPWM
376
Werba Rubin Papier Wealth Management
California
$827K -$4.35K -67 -0.5%
CFO
377
Colony Family Offices
North Carolina
$817K +$110K +1,700 +16%
CF
378
Centaurus Financial
California
$803K +$22.8K +352 +3%
GA
379
Greenspring Advisors
Maryland
$765K +$217K +3,342 +40%
CAM
380
Clark Asset Management
New Hampshire
$765K +$389 +6 +0.1%
LSA
381
L & S Advisors
California
$758K +$8.76K +135 +1%
PW
382
Peninsula Wealth
California
$755K -$55.3K -834 -7%
MHS
383
M Holdings Securities
Oregon
$755K -$24.1M -372,173 -97%
SIC
384
Samalin Investment Counsel
New York
$754K -$2.01K -31 -0.3%
GCIM
385
Gunn & Company Investment Management
Florida
$732K – – –
CPSAC
386
Chas P. Smith & Associates (CPS)
Florida
$732K – – –
Prudential Financial
387
Prudential Financial
New Jersey
$722K +$93.3K +1,438 +15%
PWIA
388
Porter White Investment Advisors
Alabama
$721K -$185K -2,859 -20%
2L
389
25 LLC
Missouri
$717K -$1.69K -26 -0.2%
DT
390
Diversified Trust
Tennessee
$695K – – –
IA
391
IFG Advisors
Missouri
$694K -$19.1K -294 -3%
Betterment LLC
392
Betterment LLC
New York
$693K +$72K +1,110 +12%
CFG
393
Citizens Financial Group
Rhode Island
$693K +$1.69K +26 +0.2%
HB
394
HTLF Bank
Colorado
$687K -$130 -2 -0%
CIA
395
Cladis Investment Advisory
Montana
$685K – – –
SW
396
Simplicity Wealth
New Jersey
$684K -$160K -2,468 -19%
SIC
397
SJS Investment Consulting
Ohio
$683K – – –
MWM
398
Merriman Wealth Management
Washington
$679K -$33.5K -516 -5%
AI
399
Atria Investments
North Carolina
$673K +$673K +10,374 New
MWPCG
400
Measured Wealth Private Client Group
New Hampshire
$666K -$2.14K -33 -0.3%
14 15
16
17 18