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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$31.8M +$1.72M +32,832 +6%
DFS
27
Dixon Fnancial Services
California
$31.4M -$361K -6,874 -1%
Comerica Bank
28
Comerica Bank
Texas
$28M +$28M +533,600 New
FG
29
Foster Group
Iowa
$27.8M -$371K -7,072 -1%
HIG
30
Heritage Investment Group
Florida
$26.2M -$128K -2,444 -0.5%
CL
31
Choreo LLC
Illinois
$25.4M -$1.05M -19,971 -4%
AAM
32
Austin Asset Management
Texas
$25.3M +$704K +13,421 +3%
LPL Financial
33
LPL Financial
California
$24.9M +$1.97M +37,466 +9%
UBS Group
34
UBS Group
Switzerland
$24M +$9.09M +173,194 +61%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$23.5M -$2.45M -46,718 -9%
FPAS
36
Focus Partners Advisor Solutions
Missouri
$23.2M +$6.59M +125,622 +40%
SFA
37
Sequoia Financial Advisors
Ohio
$22.9M -$110K -2,088 -0.5%
GWWM
38
Great Waters Wealth Management
Minnesota
$22.7M +$3.86M +74,832 +20%
MWM
39
Modera Wealth Management
New Jersey
$19.7M -$130K -2,475 -0.7%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$19.5M +$3.3M +60,518 +20%
CPIG
41
Chicago Partners Investment Group
Illinois
$19.1M +$1.06M +21,315 +6%
FNT
42
First National Trust
Pennsylvania
$17.8M +$1.9M +36,266 +12%
THL
43
Tillman Hartley LLC
Colorado
$16.7M -$313K -5,957 -2%
PCI
44
Planning Center Inc
Illinois
$16.4M +$97.9K +1,866 +0.6%
Brown Advisory
45
Brown Advisory
Maryland
$16.3M +$2.38M +45,362 +17%
CWS
46
Confluence Wealth Services
Pennsylvania
$16M +$4.76M +90,606 +42%
EWM
47
Empirical Wealth Management
Washington
$15.8M +$86.5K +1,647 +0.6%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$15.5M +$14M +266,541 +945%
HWMT
49
Heritage Wealth Management (Texas)
Texas
$15.3M +$199K +3,793 +1%
MAM
50
McLean Asset Management
Virginia
$15.1M -$391K -7,463 -3%
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