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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 %
EFA
426
Edge Financial Advisors
Illinois
$472K +$472K +7,490 New
EIG
427
Ellenbecker Investment Group
Wisconsin
$469K -$11.7K -187 -2%
Fisher Asset Management
428
Fisher Asset Management
Washington
$465K +$465K +7,463 New
OC
429
Oppenheimer & Co
New York
$461K +$461K +7,387 New
CFS
430
CRA Financial Services
New Jersey
$460K – – –
QCM
431
Quantinno Capital Management
New York
$456K +$456K +7,316 New
Goldman Sachs
432
Goldman Sachs
New York
$450K +$450K +7,225 New
WCM
433
Wealthcare Capital Management
Virginia
$450K -$9.04K -145 -2%
SEI Investments
434
SEI Investments
Pennsylvania
$445K – – –
EFS
435
Essex Financial Services
Connecticut
$443K +$91.8K +1,472 +26%
GWM
436
Geneos Wealth Management
Colorado
$438K -$36.3K -583 -8%
WWM
437
Western Wealth Management
Colorado
$436K +$249 +4 +0.1%
FPCP
438
Fort Point Capital Partners
California
$436K -$36.7K -589 -8%
MWA
439
Mills Wealth Advisors
Texas
$434K +$113K +1,819 +35%
SAM
440
S.A. Mason
Michigan
$431K +$48.9K +785 +13%
SEA
441
Stegent Equity Advisors
Texas
$431K -$20.3K -325 -4%
LGWM
442
Litman Gregory Wealth Management
California
$422K – – –
SSW
443
Stone Summit Wealth
Florida
$420K – – –
MW
444
Marcum Wealth
Ohio
$420K +$623 +10 +0.1%
MWC
445
MBM Wealth Consultants
Missouri
$416K – – –
DPI
446
Diversified Portfolios Inc
Michigan
$415K +$6.67K +107 +2%
BFA
447
Bill Few Associates
Pennsylvania
$410K -$83.2K -1,334 -17%
CSI
448
Cross Staff Investments
New York
$405K – – –
EFG
449
Embree Financial Group
Illinois
$392K +$623 +10 +0.2%
PAG
450
Powers Advisory Group
Illinois
$390K +$123K +1,965 +46%
16 17
18
19 20