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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$177M
2
PFA
2
Pure Financial Advisors
California
$154M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
OIA
4
OneDigital Investment Advisors
Kansas
$12.2M
5
SC
5
Savant Capital
Illinois
$66.1M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$1.26M
2
MHS
2
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
4
Symmetry Partners
Connecticut
$0
5
SL
5
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
26
DiNuzzo Private Wealth
Pennsylvania
$46.7M -$272K -4,200 -0.6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$45.1M +$476K +7,343 +1%
UBS Group
28
UBS Group
Switzerland
$44M +$4.11M +63,348 +10%
SCM
29
Stordahl Capital Management
Colorado
$43.1M -$92K -1,436 -0.2%
Brown Advisory
30
Brown Advisory
Maryland
$42.1M +$3.01M +46,442 +8%
Corient Private Wealth
31
Corient Private Wealth
Florida
$41.1M -$291K -4,490 -0.7%
BHWM
32
Beaird Harris Wealth Management
Texas
$39.6M -$3.67M -56,647 -8%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$39.1M +$3.07M +47,323 +9%
FPAS
34
Focus Partners Advisor Solutions
Missouri
$38.8M +$44.7K +689 +0.1%
DFS
35
Dixon Fnancial Services
California
$37.9M -$201K -3,093 -0.5%
SWA
36
Sax Wealth Advisors
New Jersey
$34.7M +$1.39M +21,462 +4%
CPIG
37
Chicago Partners Investment Group
Illinois
$34.6M +$2.02M +31,299 +6%
Truist Financial
38
Truist Financial
North Carolina
$33.9M +$4.37M +67,367 +15%
AAM
39
Austin Asset Management
Texas
$32.4M -$1.12M -17,227 -3%
FG
40
Foster Group
Iowa
$32.2M -$967K -14,906 -3%
SFA
41
Sequoia Financial Advisors
Ohio
$31.6M +$731K +11,272 +2%
Comerica Bank
42
Comerica Bank
Texas
$30.8M -$1.63M -25,077 -5%
HIG
43
Heritage Investment Group
Florida
$30.5M -$365K -5,625 -1%
CL
44
Choreo LLC
Illinois
$28.8M -$139K -2,169 -0.5%
KL
45
KWMG LLC
Kansas
$28.3M +$246K +3,800 +0.9%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$27.4M +$353K +5,437 +1%
Cerity Partners
47
Cerity Partners
New York
$26.5M +$6.62M +102,003 +33%
MWM
48
Modera Wealth Management
New Jersey
$25.9M +$198K +3,058 +0.8%
BFG
49
Bouchey Financial Group
New York
$24.4M +$507K +7,816 +2%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$24.4M +$3.79M +58,369 +18%
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