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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.32%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.63B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$127M
3
AA
3
Aire Advisors
California
$8.02M
4
Northern Trust
4
Northern Trust
Illinois
$301M
5
TWP
5
TFO Wealth Partners
Ohio
$7.11M

Top Sellers

1
Jane Street
1
Jane Street
New York
$657K
2
AAS
2
Avantax Advisory Services
Texas
$2.82M
3
MWM
3
Merriman Wealth Management
Washington
$537K
4
Creative Planning
4
Creative Planning
Kansas
$480M
5
MWM
5
Modera Wealth Management
New Jersey
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIG
26
Heritage Investment Group
Florida
$26.8M -$444K -8,417 -2%
PFA
27
Pure Financial Advisors
California
$26.7M +$5.08M +96,474 +24%
FMWA
28
Forvis Mazars Wealth Advisors
Missouri
$25.1M -$551K -10,464 -2%
SFA
29
Sequoia Financial Advisors
Ohio
$23M +$4.75M +90,128 +26%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$22.8M +$1.21M +22,962 +6%
AAM
31
Austin Asset Management
Texas
$22.5M +$4.1M +77,760 +22%
LPL Financial
32
LPL Financial
California
$21.1M -$523K -9,919 -2%
MWM
33
Modera Wealth Management
New Jersey
$19.2M -$6.96M -131,979 -27%
UBS Group
34
UBS Group
Switzerland
$17.2M +$2.81M +53,401 +20%
CPIG
35
Chicago Partners Investment Group
Illinois
$17M +$3.12M +59,688 +22%
THL
36
Tillman Hartley LLC
Colorado
$16.8M +$406K +7,711 +2%
GWWM
37
Great Waters Wealth Management
Minnesota
$16.1M +$2.83M +54,131 +21%
PCI
38
Planning Center Inc
Illinois
$15.8M -$589K -11,212 -4%
MAM
39
McLean Asset Management
Virginia
$15.5M -$2.54M -48,114 -14%
EWM
40
Empirical Wealth Management
Washington
$15.3M +$819K +15,543 +6%
JTWM
41
Jackson Thornton Wealth Management
Alabama
$15.1M -$185K -3,508 -1%
SWA
42
Sax Wealth Advisors
New Jersey
$14.3M +$92.3K +1,751 +0.6%
DEM
43
Disciplined Equity Management
Florida
$14.2M +$32.9K +624 +0.2%
BIG
44
Builder Investment Group
Georgia
$14M +$279K +5,295 +2%
FPAS
45
Focus Partners Advisor Solutions
Missouri
$14M +$2.63M +49,817 +23%
HWMT
46
Heritage Wealth Management (Texas)
Texas
$13.8M +$418K +7,924 +3%
AF
47
Advisornet Financial
Minnesota
$13.6M +$69.1K +1,312 +0.5%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$13.5M +$1.19M +22,567 +10%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$13.3M +$1.31M +24,813 +11%
AAP
50
Arax Advisory Partners
Colorado
$13.1M +$543K +10,303 +4%
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