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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
SAM
476
Summit Asset Management
Tennessee
$325K – – –
APP
477
Avantax Planning Partners
Iowa
$318K +$81.9K +1,313 +35%
BFG
478
Berger Financial Group
Minnesota
$318K +$318K +5,100 New
DI
479
Disciplined Investments
Oklahoma
$316K +$7.48K +120 +2%
APC
480
Asset Planning Corporation
Tennessee
$316K – – –
AWA
481
Acorn Wealth Advisors
Michigan
$314K +$35.7K +572 +13%
BAAM
482
Baker Avenue Asset Management
California
$311K +$74.8K +1,200 +32%
MFG
483
Merit Financial Group
Georgia
$306K -$1.5K -25 -0.5%
FS
484
Financial Symmetry
North Carolina
$304K +$15.1K +242 +5%
Lido Advisors
485
Lido Advisors
California
$303K +$10.3K +166 +4%
MWM
486
Meritas Wealth Management
California
$303K – – –
PCIA
487
Prime Capital Investment Advisors
Kansas
$298K +$52.4K +841 +21%
MSF
488
Mustard Seed Financial
Arkansas
$298K +$8.85K +142 +3%
AWA
489
Arbor Wealth Advisors
Michigan
$297K – – –
ST
490
Smithfield Trust
Pennsylvania
$294K +$199K +3,200 +210%
MPCL
491
My Personal CFO LLC
Washington
$294K -$16.8K -270 -5%
CA
492
Cornerstone Advisory
Maryland
$290K +$31.7K +508 +12%
RWM
493
RKL Wealth Management
Pennsylvania
$290K – – –
SW
494
SteelPeak Wealth
California
$289K – – –
SWA
495
Stratos Wealth Advisors
Ohio
$287K +$287K +4,611 New
FRA
496
Frank Rimerman Advisors
California
$286K – – –
Ameriprise
497
Ameriprise
Minnesota
$282K +$282K +4,524 New
Focus Partners Wealth
498
Focus Partners Wealth
Massachusetts
$275K +$33.9K +544 +14%
CFGS
499
Concourse Financial Group Securities
Alabama
$274K – – –
LNC
500
Lincoln National Corp
Pennsylvania
$274K -$29.4K -472 -10%
18 19
20
21 22