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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

216 hedge funds and large institutions have $1.5B invested in Dimensional US Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+215
Holders Change %
+21,500%
% of All Funds
3.77%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
%
% of All Funds
0.38%
New
215
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$335M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$146M
3
TWA
3
TCI Wealth Advisors
Arizona
$96.1M
4
PL
4
Plancorp LLC
Missouri
$92.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$86.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
RRC
26
Relaxing Retirement Coach
Massachusetts
$8.33M +$8.33M +142,571 New
TWP
27
TFO Wealth Partners
Ohio
$8.03M +$8.03M +137,977 New
CPIG
28
Chicago Partners Investment Group
Illinois
$7.9M +$7.9M +138,516 New
AIS
29
American Investment Services
Massachusetts
$7.87M +$7.87M +134,810 New
CL
30
CPWM LLC
Washington
$7.57M +$7.57M +129,693 New
MSWMA
31
Market Street Wealth Management Advisors
Indiana
$7.14M +$7.14M +122,210 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$6.83M +$6.83M +116,971 New
AF
33
Allworth Financial
California
$6.74M +$6.74M +115,469 New
HIGP
34
Hill Investment Group Partners
Missouri
$6.59M +$6.59M +112,897 New
UCFA
35
United Capital Financial Advisors
Texas
$6.39M +$6.39M +109,453 New
MAS
36
Managed Account Services
Florida
$6.36M +$6.36M +108,971 New
AL
37
Aspiriant LLC
California
$6.26M +$6.26M +107,210 New
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$6.04M +$6.04M +103,420 New
PWM
39
PBMares Wealth Management
Virginia
$5.94M +$5.94M +101,634 New
Truist Financial
40
Truist Financial
North Carolina
$5.87M +$5.87M +100,481 New
CCM
41
Colorado Capital Management
Colorado
$5.75M +$5.75M +98,496 New
SWM
42
Soundmark Wealth Management
Washington
$5.27M +$5.27M +90,625 New
LFG
43
Larson Financial Group
Missouri
$5.18M +$5.18M +88,705 New
Osaic Holdings
44
Osaic Holdings
Arizona
$4.5M +$4.5M +77,038 New
AC
45
Apella Capital
Connecticut
$4.5M +$4.5M +77,025 New
V
46
Veritable
Delaware
$4.46M +$4.46M +76,422 New
HighTower Advisors
47
HighTower Advisors
Illinois
$4.31M +$4.31M +73,739 New
PO
48
Private Ocean
California
$4.16M +$4.16M +71,278 New
SCM
49
Stordahl Capital Management
Colorado
$4.12M +$4.12M +70,567 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$4.03M +$4.03M +68,918 New
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