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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 %
HCM
426
Hollencrest Capital Management
California
$156K – – –
UB
427
UMB Bank
Missouri
$150K – – –
RTL
428
Red Tortoise LLC
Georgia
$150K -$4.55K -83 -3%
NCM
429
Northwest Capital Management
Oregon
$140K +$140K +2,549 New
CMP
430
Coston McIsaac & Partners
Maine
$131K +$2.08K +38 +2%
NOI
431
Newton One Investments
Delaware
$125K +$164 +3 +0.1%
CFFP
432
Center for Financial Planning
Michigan
$119K +$35.6K +650 +43%
RDFA
433
Ritter Daniher Financial Advisory
Ohio
$115K – – –
BFEC
434
Benjamin F. Edwards & Company
Missouri
$114K – – –
PTC
435
Private Trust Company
Ohio
$107K +$10.3K +188 +11%
First Manhattan
436
First Manhattan
New York
$104K – – –
BCWM
437
Bartlett & Co Wealth Management
Ohio
$90.1K – – –
BC
438
Bartlett & Co
Ohio
$90K – – –
TFM
439
TFC Financial Management
Massachusetts
$85.6K +$219 +4 +0.3%
HPC
440
HM Payson & Co
Maine
$84.5K -$9.37K -171 -10%
ICM
441
Intrepid Capital Management
Florida
$81.1K +$81.1K +1,480 New
WFA
442
WestHill Financial Advisors
California
$80.1K – – –
LFA
443
Level Financial Advisors
New York
$79.5K +$15.1K +275 +23%
RI
444
Ridgewood Investments
New Jersey
$73.3K – – –
EBA
445
Eagle Bay Advisors
New York
$69.3K – – –
CTC
446
Central Trust Company
Missouri
$66.6K – – –
S
447
SignatureFD
Georgia
$64.3K +$3.29K +60 +5%
LF
448
Lee Financial
Texas
$61.9K – – –
NIC
449
Northwest Investment Counselors
Oregon
$59.3K – – –
IA
450
IFP Advisors
Florida
$58.3K -$107K -1,950 -65%
16 17
18
19 20