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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
501
Sequent Asset Management
Texas
$270K +$270K +4,331 New
DWM
502
Drive Wealth Management
Utah
$269K +$269K +8,419 New
SWP
503
Summit Wealth Partners
Florida
$266K – – –
FIC
504
Family Investment Center
Missouri
$266K +$266K +4,266 New
VWA
505
Visionary Wealth Advisors
Illinois
$261K – – –
MWM
506
MBE Wealth Management
Wisconsin
$258K +$4.92K +79 +2%
GA
507
Goldstein Advisors
Wisconsin
$253K – – –
SOAG
508
Silver Oak Advisory Group
Oregon
$252K – – –
FTDI
509
First Trust Direct Indexing
Massachusetts
$251K +$251K +4,025 New
BCM
510
BluePointe Capital Management
California
$247K +$3.12K +50 +1%
CCM
511
Coldstream Capital Management
Washington
$246K +$246K +3,954 New
SFO
512
Stokes Family Office
Louisiana
$245K -$62.2K -998 -20%
NP
513
NorthRock Partners
Minnesota
$241K +$312 +5 +0.1%
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$234K +$234K +3,789 New
RFC
515
Regions Financial Corp
Alabama
$232K – – –
FA
516
Flagstar Advisors
New York
$231K +$2.87K +46 +1%
GKWIM
517
Gerber Kawasaki Wealth & Investment Management
California
$231K – – –
GWM
518
GDS Wealth Management
Texas
$229K – – –
ME
519
McIlrath & Eck
Washington
$227K +$8.1K +130 +4%
BB
520
Busey Bank
Illinois
$220K – – –
NAM
521
NorthCrest Asset Manangement
Minnesota
$219K – – –
PP
522
PDS Planning
Ohio
$218K +$374 +6 +0.2%
PIA
523
Perennial Investment Advisors
California
$217K +$125 +2 +0.1%
First Manhattan
524
First Manhattan
New York
$216K +$98.2K +1,574 +83%
FFA
525
First Foundation Advisors
California
$215K +$215K +3,444 New
19 20
21
22 23