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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 %
AWP
451
Accretive Wealth Partners
New Jersey
$387K – – –
HSA
452
HBK Sorce Advisory
Pennsylvania
$387K +$387K +6,209 New
BRWA
453
B. Riley Wealth Advisors
Florida
$383K +$8.5K +162 +2%
PA
454
Parallel Advisors
California
$382K -$6.36K -102 -2%
ANB
455
Amarillo National Bank
Texas
$379K – – –
SIS
456
Sound Income Strategies
Florida
$366K +$359K +5,754 +4,876%
RSWM
457
Robertson Stephens Wealth Management
California
$364K – – –
SRC
458
Sage Rhino Capital
California
$363K – – –
SCM
459
Sollinda Capital Management
Florida
$360K +$360K +5,774 New
ACP
460
Aveo Capital Partners
Colorado
$360K -$88K -1,464 -20%
QHA
461
Quarry Hill Advisors
Minnesota
$357K – – –
VCM
462
Versant Capital Management
Arizona
$356K – – –
MFWP
463
Mosaic Family Wealth Partners
Missouri
$355K +$355K +5,694 New
FF
464
Francis Financial
$351K -$1.43K -23 -0.4%
DAS
465
Diversify Advisory Services
Utah
$349K +$349K +5,662 New
HWM
466
HB Wealth Management
Georgia
$349K – – –
MAC
467
Mason & Associates (California)
California
$349K +$349K +5,592 New
HA
468
Hanover Advisors
South Carolina
$346K +$18K +288 +5%
CB
469
Cadence Bank
Mississippi
$346K -$13.6K -218 -4%
ATC
470
Argent Trust Co
Tennessee
$343K -$16.3K -262 -5%
1WA
471
180 Wealth Advisors
Washington
$342K +$342K +5,479 New
BFPW
472
BOK Financial Private Wealth
Colorado
$332K – – –
AG
473
Ascent Group
Virginia
$331K +$331K +5,304 New
HWA
474
Heartwood Wealth Advisors
Virginia
$331K – – –
AFA
475
American Financial Advisors
Georgia
$326K +$374 +6 +0.1%
17 18
19
20 21