DFAS icon

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 %
HNB
476
Huntington National Bank
Ohio
$43.5K -$45.4K – –
SN
477
Sittner & Nelson
Oregon
$41.4K – – –
PCFFS
478
Pacific Center for Financial Services
California
$38.6K – – –
TC
479
Truvestments Capital
Florida
$36.7K +$36.7K +699 New
Qube Research & Technologies (QRT)
480
Qube Research & Technologies (QRT)
United Kingdom
$27.5K +$27.5K +523 New
NSG
481
Nalls Sherbakoff Group
Tennessee
$27.1K -$2.15K -41 -7%
EWM
482
Evermay Wealth Management
Virginia
$24.4K – – –
GG
483
Gleason Group
Kentucky
$20.9K +$53 +1 +0.3%
QCG
484
Quadrant Capital Group
Ohio
$18.9K – – –
FHA
485
First Horizon Advisors
Tennessee
$17.1K – – –
OSAM
486
O'Shaughnessy Asset Management
Connecticut
$16.6K +$16.6K +317 New
AT
487
Avalon Trust
New Mexico
$13.9K +$13.9K +264 New
SFC
488
SYM Financial Corp
Indiana
$13.3K – – –
ACA
489
Atlas Capital Advisors
Wyoming
$13.3K +$52 +1 +0.4%
VDBMI
490
Van Den Berg Management I
Texas
$11.1K – – –
SIC
491
Salem Investment Counselors
North Carolina
$6.67K +$6.67K +127 New
SIS
492
Sound Income Strategies
Florida
$6.19K – – –
JFA
493
JNBA Financial Advisors
Minnesota
$6.09K – – –
OCM
494
Orion Capital Management
California
$6.09K +$6.09K +116 New
GRP
495
Global Retirement Partners
California
$5.83K – – –
TAM
496
Tucker Asset Management
Colorado
$5.14K – – –
FWP
497
FAS Wealth Partners
Kansas
$3.2K – – –
CWM
498
Cranbrook Wealth Management
Michigan
$2.93K – – –
V
499
Veritable
Delaware
– -$9.42M -171,840 Closed
FPCG
500
Forum Private Client Group
Indiana
– -$8.69M -158,628 Closed
17 18 19
20
21