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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
26
Adero Partners
California
$26M +$1.01M +19,841 +4%
MWM
27
Modera Wealth Management
New Jersey
$25.4M +$1.9M +37,048 +8%
RRC
28
Relaxing Retirement Coach
Massachusetts
$24.9M +$2.92M +57,079 +13%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$24.9M -$873K -17,063 -3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$23.4M +$4.42M +86,498 +23%
LPL Financial
31
LPL Financial
California
$21M +$6.96M +136,038 +50%
PFA
32
Pure Financial Advisors
California
$20.9M +$3.12M +60,902 +17%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$20.9M +$19.8M +387,740 +1,829%
SFA
34
Sequoia Financial Advisors
Ohio
$17.7M +$536K +10,484 +3%
MAM
35
McLean Asset Management
Virginia
$17.5M -$831K -16,254 -5%
AAM
36
Austin Asset Management
Texas
$16.2M – – –
THL
37
Tillman Hartley LLC
Colorado
$16M +$16M +311,873 New
PCI
38
Planning Center Inc
Illinois
$15.9M +$7.37M +144,081 +86%
CPIG
39
Chicago Partners Investment Group
Illinois
$15.3M +$2.48M +43,346 +19%
JTWM
40
Jackson Thornton Wealth Management
Alabama
$14.9M -$349K -6,825 -2%
EWM
41
Empirical Wealth Management
Washington
$14M -$66.5K -1,301 -0.5%
UBS Group
42
UBS Group
Switzerland
$13.9M +$10.2M +200,148 +276%
GWWM
43
Great Waters Wealth Management
Minnesota
$13.9M +$13.9M +254,012 New
SWA
44
Sax Wealth Advisors
New Jersey
$13.8M -$550K -10,745 -4%
DEM
45
Disciplined Equity Management
Florida
$13.8M -$196K -3,833 -1%
MSWMA
46
Market Street Wealth Management Advisors
Indiana
$13.6M -$12.5K -244 -0.1%
BIG
47
Builder Investment Group
Georgia
$13.3M +$13.3M +260,237 New
AF
48
Advisornet Financial
Minnesota
$13.1M -$1.25M -24,361 -9%
HWMT
49
Heritage Wealth Management (Texas)
Texas
$13M +$13M +254,357 New
Jane Street
50
Jane Street
New York
$13M +$12.3M +239,623 +1,648%
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