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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
+$81.4M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$56.6M
3
Creative Planning
Creative Planning
Kansas
+$54.3M
4
Bank of America
Bank of America
North Carolina
+$47.4M
5
APF
Alaska Permanent Fund
Alaska
+$35M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$55.5M
2
BFG
Bouchey Financial Group
New York
-$13.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$7.51M
4
SFO
Stokes Family Office
Louisiana
-$6.68M
5
FCG
Financial Connections Group
California
-$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAWC
401
Boyce & Associates Wealth Consulting
Texas
$448K +$1.19K +20 +0.3%
ACP
402
Aveo Capital Partners
Colorado
$444K -$1.06M -17,857 -71%
JCM
403
Jacobi Capital Management
Pennsylvania
$442K +$442K +7,416 New
CFS
404
CRA Financial Services
New Jersey
$440K – – –
BWM
405
Baystate Wealth Management
Massachusetts
$439K +$4.95K +83 +1%
WCM
406
Wealthcare Capital Management
Virginia
$439K +$1.25K +21 +0.3%
SEA
407
Stegent Equity Advisors
Texas
$431K -$76K -1,275 -15%
SEI Investments
408
SEI Investments
Pennsylvania
$425K – – –
BRWA
409
B. Riley Wealth Advisors
Florida
$425K -$9.66K -162 -2%
EW
410
Evoke Wealth
California
$418K +$418K +7,017 New
WWM
411
Western Wealth Management
Colorado
$417K +$23.1K +387 +6%
Prudential Financial
412
Prudential Financial
New Jersey
$409K +$170K +2,851 +71%
TFA
413
TPG Financial Advisors
Oregon
$406K +$406K +6,949 New
LGWM
414
Litman Gregory Wealth Management
California
$404K +$404K +6,770 New
SSW
415
Stone Summit Wealth
Florida
$402K – – –
MW
416
Marcum Wealth
Ohio
$401K +$1.13K +19 +0.3%
MWC
417
MBM Wealth Consultants
Missouri
$396K – – –
DPI
418
Diversified Portfolios Inc
Michigan
$390K +$13.2K +221 +3%
CSI
419
Cross Staff Investments
New York
$388K – – –
AWP
420
Accretive Wealth Partners
New Jersey
$384K -$5.37K -90 -1%
EFG
421
Embree Financial Group
Illinois
$375K +$375K +6,284 New
PA
422
Parallel Advisors
California
$371K – – –
Renaissance Technologies
423
Renaissance Technologies
New York
$370K -$558K -9,358 -60%
SAM
424
S.A. Mason
Michigan
$366K +$596 +10 +0.2%
ANB
425
Amarillo National Bank
Texas
$362K – – –
15 16
17
18 19