DFAS icon

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 %
PCIA
401
Prime Capital Investment Advisors
Kansas
$238K -$98.6K -1,800 -29%
SWP
402
Summit Wealth Partners
Florida
$234K – – –
CFGS
403
Concourse Financial Group Securities
Alabama
$231K – – –
LNC
404
Lincoln National Corp
Pennsylvania
$230K +$230K +4,198 New
RWM
405
Rockwood Wealth Management
Pennsylvania
$229K +$219 +4 +0.1%
FTUS
406
Flow Traders U.S.
New York
$228K -$3.08M -56,062 -93%
CWP
407
Concord Wealth Partners
Virginia
$228K +$29K +530 +15%
CA
408
Cornerstone Advisory
Maryland
$227K – – –
GA
409
Goldstein Advisors
Wisconsin
$222K – – –
MAG
410
Mayfair Advisory Group
Alabama
$222K +$222K +4,101 New
SOAG
411
Silver Oak Advisory Group
Oregon
$221K – – –
GWM
412
GDS Wealth Management
Texas
$213K -$493 -9 -0.2%
NAM
413
NorthCrest Asset Manangement
Minnesota
$212K – – –
BAAM
414
Baker Avenue Asset Management
California
$208K +$208K +3,792 New
APP
415
Avantax Planning Partners
Iowa
$208K +$208K +3,791 New
HI
416
Harbour Investments
Wisconsin
$206K +$55 +1 +0%
RFC
417
Regions Financial Corp
Alabama
$204K +$204K +3,728 New
ME
418
McIlrath & Eck
Washington
$191K +$191K +3,492 New
MFC
419
Morris Financial Concepts
South Carolina
$190K +$77.3K +1,410 +69%
TWD
420
True Wealth Design
Ohio
$184K – – –
Fidelity Investments
421
Fidelity Investments
Massachusetts
$177K -$3.01K -55 -2%
OC
422
Oakworth Capital
Alabama
$168K – – –
AIM
423
Acropolis Investment Management
Missouri
$166K – – –
CA
424
Clearstead Advisors
Ohio
$162K – – –
Franklin Resources
425
Franklin Resources
California
$162K +$493 +9 +0.3%
15 16
17
18 19