DFAS icon

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 %
LNC
451
Lincoln National Corp
Pennsylvania
$290K +$20.5K +343 +8%
MWM
452
Meritas Wealth Management
California
$289K +$14.4K +241 +5%
AWA
453
Arbor Wealth Advisors
Michigan
$284K +$284K +4,765 New
Lido Advisors
454
Lido Advisors
California
$280K -$22.4K -375 -7%
RWM
455
RKL Wealth Management
Pennsylvania
$277K – – –
MSF
456
Mustard Seed Financial
Arkansas
$276K +$276K +4,636 New
FS
457
Financial Symmetry
North Carolina
$276K +$276K +4,632 New
SW
458
SteelPeak Wealth
California
$276K – – –
FRA
459
Frank Rimerman Advisors
California
$273K +$298 +5 +0.1%
WKWM
460
Walter & Keenan Wealth Management
Indiana
$268K +$268K +4,490 New
AWA
461
Acorn Wealth Advisors
Michigan
$267K +$267K +4,472 New
CFGS
462
Concourse Financial Group Securities
Alabama
$262K +$21.3K +357 +9%
QCM
463
QRG Capital Management
Illinois
$259K -$45.5K -763 -15%
PAG
464
Powers Advisory Group
Illinois
$256K +$256K +4,293 New
SWP
465
Summit Wealth Partners
Florida
$255K – – –
VWA
466
Visionary Wealth Advisors
Illinois
$250K – – –
CA
467
Cornerstone Advisory
Maryland
$247K – – –
HI
468
Harbour Investments
Wisconsin
$244K -$11.9K -199 -5%
MWM
469
MBE Wealth Management
Wisconsin
$242K +$242K +4,065 New
GA
470
Goldstein Advisors
Wisconsin
$242K – – –
SOAG
471
Silver Oak Advisory Group
Oregon
$241K – – –
SCTC
472
Sanibel Captiva Trust Company
Florida
$237K +$237K +3,970 New
PCIA
473
Prime Capital Investment Advisors
Kansas
$235K +$235K +3,945 New
BCM
474
BluePointe Capital Management
California
$233K +$233K +3,915 New
NP
475
NorthRock Partners
Minnesota
$230K +$230K +3,862 New
17 18
19
20 21