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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 %
PC
401
Peavine Capital
Nevada
$554K – – –
SMC
402
Smith, Moore & Co
Missouri
$552K +$235K +3,772 +74%
MIC
403
Meridian Investment Counsel
California
$549K – – –
CIA
404
Capital Investment Advisors
Georgia
$544K – – –
SWM
405
Sanctuary Wealth Management
Idaho
$542K -$70.1K -1,124 -11%
RPCA
406
Running Point Capital Advisors
California
$540K – – –
D.E. Shaw & Co
407
D.E. Shaw & Co
New York
$536K +$536K +8,593 New
GA
408
Greenspring Advisors
Maryland
$527K +$527K +8,448 New
WA
409
Waverly Advisors
Alabama
$526K +$20.8K +333 +4%
GTAM
410
Global Trust Asset Management
Florida
$511K -$2.74K -44 -0.5%
PFBT
411
Parkside Financial Bank & Trust
Missouri
$511K – – –
ALC
412
Alexander Labrunerie & Co
Missouri
$510K +$510K +8,185 New
PW
413
Peninsula Wealth
California
$508K +$37.7K +605 +8%
AW
414
Atlas Wealth
Ohio
$507K -$51.6K -828 -9%
CMAI
415
Capital Management Associates Inc
Minnesota
$496K – – –
BFA
416
Beacon Financial Advisory
Ohio
$495K +$6.05K +97 +1%
AFGAS
417
Allegiance Financial Group Advisory Services
Virginia
$491K +$312 +5 +0.1%
BJL
418
Brighton Jones LLC
Washington
$489K +$7.73K +124 +2%
OIA
419
OneDigital Investment Advisors
Kansas
$489K +$9.35K +150 +2%
I
420
INVST
Indiana
$486K -$853K -13,815 -64%
KeyBank National Association
421
KeyBank National Association
Ohio
$485K – – –
ES
422
Eagle Strategies
New York
$483K -$744K -11,935 -61%
BAWC
423
Boyce & Associates Wealth Consulting
Texas
$482K +$14K +225 +3%
JIC
424
Joel Isaacson & Co
New York
$478K -$3.55K -57 -0.7%
TA
425
TrueWealth Advisors
Alabama
$473K -$31.6K -507 -6%
15 16
17
18 19