DFAS icon

Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
Stordahl Capital Management
Colorado
$41.5M 666,496 +19,883 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$40.4M 647,697 -1,354 -0.2%
CWS
28
Confluence Wealth Services
Pennsylvania
$39.9M 640,733 +87,535 +16%
Corient Private Wealth
29
Corient Private Wealth
Florida
$39.9M 639,277 -9,952 -2%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$39.6M 634,819 +67,146 +12%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$37.5M 601,426 +285,221 +90%
DFS
32
Dixon Fnancial Services
California
$36.8M 590,435 -4,933 -0.8%
Brown Advisory
33
Brown Advisory
Maryland
$36.4M 584,555 +103,727 +22%
GWWM
34
Great Waters Wealth Management
Minnesota
$36.2M 579,926 +50,170 +9%
LPL Financial
35
LPL Financial
California
$35.7M 572,872 +67,815 +13%
UBS Group
36
UBS Group
Switzerland
$35.4M 567,666 +89,803 +19%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$33.5M 538,126 +212,226 +65%
Comerica Bank
38
Comerica Bank
Texas
$32.7M 525,272 -4,307 -0.8%
FG
39
Foster Group
Iowa
$32.6M 523,094 -7,242 -1%
AAM
40
Austin Asset Management
Texas
$30.3M 486,126 +9,532 +2%
HIG
41
Heritage Investment Group
Florida
$30.1M 483,247 -6,663 -1%
SWA
42
Sax Wealth Advisors
New Jersey
$29.6M 474,708 +180,017 +61%
SFA
43
Sequoia Financial Advisors
Ohio
$29.1M 466,698 +4,844 +1%
Truist Financial
44
Truist Financial
North Carolina
$28.1M 451,237 +112,228 +33%
CL
45
Choreo LLC
Illinois
$27.9M 447,774 -18,356 -4%
CPIG
46
Chicago Partners Investment Group
Illinois
$27.5M 462,778 +53,862 +13%
BFG
47
Bouchey Financial Group
New York
$27.1M 434,646 +17,073 +4%
KL
48
KWMG LLC
Kansas
$26.2M 419,825 +9,519 +2%
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$23.4M 374,928 -12,007 -3%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$22.9M 367,269 +68,036 +23%
1
2
3 4 5