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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
$86.6M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
$56.6M
3
Creative Planning
Creative Planning
Kansas
$638M
4
Bank of America
Bank of America
North Carolina
$238M
5
APF
Alaska Permanent Fund
Alaska
$141M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
$3.13M
2
BFG
Bouchey Financial Group
New York
$24.9M
3
FPAS
Focus Partners Advisor Solutions
Missouri
$18.9M
4
SFO
Stokes Family Office
Louisiana
$294K
5
FCG
Financial Connections Group
California
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
426
ACAS LLC
California
$359K +$359K +6,024 New
DI
427
DFPG Investments
Utah
$349K -$69.9K -1,212 -17%
RSWM
428
Robertson Stephens Wealth Management
California
$348K -$127K -2,127 -27%
SRC
429
Sage Rhino Capital
California
$347K – – –
CB
430
Cadence Bank
Mississippi
$344K – – –
ATC
431
Argent Trust Co
Tennessee
$343K +$343K +5,761 New
QHA
432
Quarry Hill Advisors
Minnesota
$341K -$54.3K -910 -14%
VCM
433
Versant Capital Management
Arizona
$340K -$20K -335 -6%
FF
434
Francis Financial
$337K -$93.5K -1,568 -22%
EFS
435
Essex Financial Services
Connecticut
$336K +$5.43K +91 +2%
MFC
436
Morris Financial Concepts
South Carolina
$334K +$114K +1,917 +52%
HWM
437
HB Wealth Management
Georgia
$334K +$334K +5,599 New
QWM
438
Quadcap Wealth Management
Texas
$333K +$333K +5,587 New
BFPW
439
BOK Financial Private Wealth
Colorado
$317K -$5.84K -98 -2%
HWA
440
Heartwood Wealth Advisors
Virginia
$316K – – –
HA
441
Hanover Advisors
South Carolina
$314K +$314K +5,260 New
AFA
442
American Financial Advisors
Georgia
$312K +$656 +11 +0.2%
SAM
443
Summit Asset Management
Tennessee
$311K – – –
MWA
444
Mills Wealth Advisors
Texas
$306K +$306K +5,136 New
MFG
445
Merit Financial Group
Georgia
$305K +$1.49K +25 +0.5%
SMC
446
Smith, Moore & Co
Missouri
$303K +$303K +5,080 New
APC
447
Asset Planning Corporation
Tennessee
$302K – – –
MPCL
448
My Personal CFO LLC
Washington
$297K +$297K +4,979 New
DI
449
Disciplined Investments
Oklahoma
$296K -$22.7K -381 -7%
SFO
450
Stokes Family Office
Louisiana
$294K -$6.68M -112,113 -96%
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