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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
Jane Street
New York
$13M
5
AAP
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
Index Fund Advisors
California
$349M
5
CCM
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
426
Schubert & Co
Texas
$20.9K – – –
GG
427
Gleason Group
Kentucky
$20.2K +$102 +2 +0.5%
VCM
428
Vigilant Capital Management
Maine
$20K – – –
LF
429
Lee Financial
Texas
$16.6K +$16.6K +324 New
SFC
430
SYM Financial Corp
Indiana
$13K +$13K +254 New
VDBMI
431
Van Den Berg Management I
Texas
$10.8K +$10.8K +211 New
FFA
432
Farther Finance Advisors
California
$7.26K +$7.26K +142 New
JFA
433
JNBA Financial Advisors
Minnesota
$5.93K – – –
GRP
434
Global Retirement Partners
California
$5.83K – – –
YAL
435
Your Advocates Ltd
Texas
$5.83K +$5.83K +114 New
MPCL
436
My Personal CFO LLC
Washington
$5.52K +$5.52K +108 New
FWP
437
FAS Wealth Partners
Kansas
$3.12K +$3.12K +61 New
TWP
438
TFO Wealth Partners
Ohio
$2.74K -$18.5M -135,513 -100%
CA
439
CoreCap Advisors
Michigan
$1.79K +$1.79K +35 New
TCWA
440
Ten Capital Wealth Advisors
Washington
$1.74K – – –
MFA
441
McClarren Financial Advisors
Pennsylvania
$1K – – –
CTA
442
Colonial Trust Advisors
South Carolina
$818 +$818 +16 New
CMP
443
Coston McIsaac & Partners
Maine
$120 – +5 +0.2%
KPWS
444
Kestra Private Wealth Services
Texas
– -$896K -19,257 Closed
AC
445
Applied Capital
Arkansas
– -$608K -13,071 Closed
Financial Engines Advisors
446
Financial Engines Advisors
California
– -$441K -9,498 Closed
MA
447
MUFG Americas
New York
– -$407K -8,739 Closed
PPW
448
Parcion Private Wealth
Washington
– -$337K -7,246 Closed
H
449
HoyleCohen
California
– -$215K -4,625 Closed
CFB
450
Cullen/Frost Bankers
Texas
– -$203K -4,366 Closed
15 16 17
18
19