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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

328 hedge funds and large institutions have $2.63B invested in Dimensional US Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
328
Holders Change
+91
Holders Change %
+38.4%
% of All Funds
5.07%
Holding in Top 10
53
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+152.38%
% of All Funds
0.82%
New
105
Increased
102
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFA
1
Index Fund Advisors
California
$412M
2
RCG
2
Resource Consulting Group
Florida
$82M
3
MRWM
3
ML&R Wealth Management
Texas
$37.2M
4
DFS
4
Dixon Fnancial Services
California
$37.1M
5
Creative Planning
5
Creative Planning
Kansas
$395M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
CCM
2
Carlson Capital Management
Minnesota
$26.9M
3
SWM
3
Soundmark Wealth Management
Washington
$3.77M
4
BPA
4
Beacon Pointe Advisors
California
$4.24M
5
PL
5
Plancorp LLC
Missouri
$93.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
26
Austin Asset Management
Texas
$19.4M 323,556 +323,556 New
MWA
27
Monograph Wealth Advisors
California
$18.2M 304,023 +304,023 New
JTWM
28
Jackson Thornton Wealth Management
Alabama
$17.6M 293,375 +293,375 New
EWM
29
Empirical Wealth Management
Washington
$16.6M 276,943 +7,094 +3%
SWA
30
Sax Wealth Advisors
New Jersey
$15.9M 265,498 -2,242 -0.8%
RRC
31
Relaxing Retirement Coach
Massachusetts
$15.3M 254,229 +96,312 +61%
DEM
32
Disciplined Equity Management
Florida
$15M 249,470 +249,470 New
LPL Financial
33
LPL Financial
California
$14.9M 247,798 +9,698 +4%
MFT
34
Moisand Fitzgerald Tamayo
Florida
$14.3M 238,002 +33,556 +16%
PFA
35
Pure Financial Advisors
California
$13.2M 220,421 +16,274 +8%
LFS
36
Lutz Financial Services
Nebraska
$12.9M 215,828 -9,668 -4%
MSWMA
37
Market Street Wealth Management Advisors
Indiana
$12.5M 209,068 +46,382 +29%
SCM
38
Stordahl Capital Management
Colorado
$11.1M 185,006 +84,306 +84%
BFG
39
Bouchey Financial Group
New York
$10.5M 174,737 +174,737 New
1WM
40
1900 Wealth Management
Texas
$10.3M 172,251 -1,359 -0.8%
CPA
41
Cardiff Park Advisors
California
$9.53M 158,921 +158,921 New
GCM
42
G2 Capital Management
Ohio
$9.24M 154,017 +154,017 New
AIS
43
American Investment Services
Massachusetts
$8.87M 147,861 +2,770 +2%
CPIG
44
Chicago Partners Investment Group
Illinois
$8.25M 148,829 +3,827 +3%
KAM
45
KEB Asset Management
Illinois
$8.22M 137,036 +137,036 New
TWP
46
TFO Wealth Partners
Ohio
$8.09M 136,148 -1,222 -0.9%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$8.01M 133,437 +8,863 +7%
PCI
48
Planning Center Inc
Illinois
$7.91M 142,094 +142,094 New
CS
49
Comerica Securities
Michigan
$7.66M 127,656 +7,658 +6%
BWA
50
Bordeaux Wealth Advisors
California
$7.6M 126,750 -4,024 -3%
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