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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

573 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

Holders
573
Holders Change
+75
Holders Change %
+15.06%
% of All Funds
8.4%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
104
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
1
Financial Counselors Inc
Kansas
$86.6M
2
MPWT
2
MassMutual Private Wealth & Trust
Connecticut
$56.6M
3
Creative Planning
3
Creative Planning
Kansas
$638M
4
Bank of America
4
Bank of America
North Carolina
$238M
5
APF
5
Alaska Permanent Fund
Alaska
$141M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.13M
2
BFG
2
Bouchey Financial Group
New York
$24.9M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$18.9M
4
SFO
4
Stokes Family Office
Louisiana
$294K
5
FCG
5
Financial Connections Group
California
$3.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
476
Focus Partners Wealth
Massachusetts
$230K +$230K +3,864 New
BAAM
477
Baker Avenue Asset Management
California
$226K – – –
APP
478
Avantax Planning Partners
Iowa
$226K +$226K +3,791 New
RFC
479
Regions Financial Corp
Alabama
$222K +$222K +3,728 New
GKWIM
480
Gerber Kawasaki Wealth & Investment Management
California
$221K +$221K +3,702 New
GWM
481
GDS Wealth Management
Texas
$219K -$16.2K -271 -7%
FA
482
Flagstar Advisors
New York
$218K +$218K +3,660 New
FW
483
FirstPurpose Wealth
Utah
$217K +$217K +3,641 New
BB
484
Busey Bank
Illinois
$210K +$210K +3,522 New
NAM
485
NorthCrest Asset Manangement
Minnesota
$210K -$21.5K -360 -9%
ME
486
McIlrath & Eck
Washington
$209K -$154K -2,586 -42%
TRCT
487
Tower Research Capital (TRC)
New York
$209K -$125K -2,096 -37%
PP
488
PDS Planning
Ohio
$208K +$208K +3,488 New
PIA
489
Perennial Investment Advisors
California
$207K +$207K +3,476 New
Empower Advisory Group
490
Empower Advisory Group
Colorado
$206K +$206K +3,447 New
RWM
491
Rockwood Wealth Management
Pennsylvania
$205K -$44.1K -739 -18%
PIM
492
Penobscot Investment Management
Massachusetts
$205K +$205K +3,440 New
PHWM
493
Pine Harbor Wealth Management
Maryland
$202K +$202K +3,393 New
SC
494
Sawyer & Company
Massachusetts
$201K -$69.8K -1,170 -26%
PTC
495
Private Trust Company
Ohio
$199K +$82.8K +1,389 +71%
Fidelity Investments
496
Fidelity Investments
Massachusetts
$188K -$3.76K -63 -2%
OC
497
Oakworth Capital
Alabama
$183K – – –
AIM
498
Acropolis Investment Management
Missouri
$181K – – –
NCM
499
Northwest Capital Management
Oregon
$180K -$1.19K -20 -0.7%
Franklin Resources
500
Franklin Resources
California
$177K +$537 +9 +0.3%
18 19
20
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