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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$542M
2
FNT
2
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$14.6M
4
Bank of America
4
Bank of America
North Carolina
$58.2M
5
FCB
5
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$126M
3
ACP
3
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
4
Northern Trust
Illinois
$309M
5
KCM
5
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRC
26
Relaxing Retirement Coach
Massachusetts
$29.3M +$1.28M +23,348 +5%
CL
27
Choreo LLC
Illinois
$27.6M -$802K -14,634 -3%
HIG
28
Heritage Investment Group
Florida
$27.5M -$317K -5,793 -1%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$27.1M +$958K +17,481 +4%
AAM
30
Austin Asset Management
Texas
$25.7M +$2.3M +41,923 +10%
SFA
31
Sequoia Financial Advisors
Ohio
$24M +$116K +2,125 +0.5%
LPL Financial
32
LPL Financial
California
$23.9M +$1.95M +35,674 +9%
CPIG
33
Chicago Partners Investment Group
Illinois
$20.7M +$2.19M +38,466 +12%
MWM
34
Modera Wealth Management
New Jersey
$20.7M +$651K +11,887 +3%
GWWM
35
Great Waters Wealth Management
Minnesota
$20.1M +$3.19M +58,141 +19%
THL
36
Tillman Hartley LLC
Colorado
$17.8M +$297K +5,412 +2%
FPAS
37
Focus Partners Advisor Solutions
Missouri
$17.4M +$2.84M +51,824 +20%
PCI
38
Planning Center Inc
Illinois
$17M +$538K +9,815 +3%
FNT
39
First National Trust
Pennsylvania
$16.6M +$16.6M +303,676 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$16.4M +$2.55M +46,399 +18%
EWM
41
Empirical Wealth Management
Washington
$16.4M +$499K +9,106 +3%
MAM
42
McLean Asset Management
Virginia
$16.2M +$93.9K +1,714 +0.6%
HWMT
43
Heritage Wealth Management (Texas)
Texas
$15.7M +$1.34M +24,509 +9%
JTWM
44
Jackson Thornton Wealth Management
Alabama
$15.6M -$125K -2,280 -0.8%
UBS Group
45
UBS Group
Switzerland
$15.5M -$2.34M -42,727 -13%
DEM
46
Disciplined Equity Management
Florida
$14.9M +$84.4K +1,540 +0.6%
SWA
47
Sax Wealth Advisors
New Jersey
$14.9M -$14.2K -259 -0.1%
BIG
48
Builder Investment Group
Georgia
$14.8M +$290K +5,287 +2%
Truist Financial
49
Truist Financial
North Carolina
$14.8M +$3M +54,783 +25%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$14.8M +$671K +12,237 +5%
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