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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

318 hedge funds and large institutions have $2.59B invested in Dimensional US Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 77 reducing their positions, and 53 closing their positions.

Holders
318
Holders Change
-10
Holders Change %
-3.05%
% of All Funds
5.03%
Holding in Top 10
46
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.21%
% of All Funds
0.73%
New
46
Increased
123
Reduced
77
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$400M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
3
BFG
3
Bouchey Financial Group
New York
$26M
4
AF
4
Advisornet Financial
Minnesota
$13.8M
5
EWA
5
EP Wealth Advisors
California
$13.3M

Top Sellers

1
MAM
1
McLean Asset Management
Virginia
$0
2
LPL Financial
2
LPL Financial
California
$0
3
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$0
4
PCI
4
Planning Center Inc
Illinois
$0
5
PWM
5
PBMares Wealth Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
26
Sequoia Financial Advisors
Ohio
$19.2M +$590K +10,533 +3%
AAM
27
Austin Asset Management
Texas
$19.1M +$952K +16,988 +5%
RRC
28
Relaxing Retirement Coach
Massachusetts
$18.6M +$4.4M +78,432 +31%
SCM
29
Stordahl Capital Management
Colorado
$17M +$6.67M +118,954 +64%
JTWM
30
Jackson Thornton Wealth Management
Alabama
$16.7M +$243K +4,330 +1%
MWA
31
Monograph Wealth Advisors
California
$16.5M -$558K -9,959 -3%
EWM
32
Empirical Wealth Management
Washington
$15.9M +$395K +7,050 +3%
SWA
33
Sax Wealth Advisors
New Jersey
$14.5M -$407K -7,261 -3%
DEM
34
Disciplined Equity Management
Florida
$14.4M +$396K +7,071 +3%
Bank of America
35
Bank of America
North Carolina
$14M +$12.8M +227,534 +1,041%
AF
36
Advisornet Financial
Minnesota
$13.8M +$13.8M +245,321 New
EWA
37
EP Wealth Advisors
California
$13.3M +$13.3M +236,664 New
PFA
38
Pure Financial Advisors
California
$13M +$625K +11,146 +5%
LFS
39
Lutz Financial Services
Nebraska
$12.8M +$721K +12,854 +6%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$11.2M +$3.74M +66,689 +50%
BPA
41
Beacon Pointe Advisors
California
$9.4M +$5.43M +96,939 +137%
1WM
42
1900 Wealth Management
Texas
$9.33M -$330K -5,878 -3%
GCM
43
G2 Capital Management
Ohio
$9.14M +$508K +9,054 +6%
CPA
44
Cardiff Park Advisors
California
$8.92M +$6.17K +110 +0.1%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$8.51M -$4.83M -86,232 -36%
AIS
46
American Investment Services
Massachusetts
$8.51M +$219K +3,899 +3%
CPIG
47
Chicago Partners Investment Group
Illinois
$8.36M +$861K +17,083 +11%
CS
48
Comerica Securities
Michigan
$8.34M +$1.19M +21,169 +17%
W
49
WorthPointe
California
$8.01M +$726K +12,950 +10%
CPA
50
Capital Performance Advisors
California
$7.81M -$114K -2,030 -1%
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