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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 %
PIM
526
Penobscot Investment Management
Massachusetts
$214K – – –
PHWM
527
Pine Harbor Wealth Management
Maryland
$212K +$62 +1 +0%
SC
528
Sawyer & Company
Massachusetts
$210K – – –
OPWM
529
Oakwell Private Wealth Management
Texas
$209K +$209K +3,353 New
PTC
530
Private Trust Company
Ohio
$207K -$1.81K -29 -0.9%
QCM
531
QRG Capital Management
Illinois
$205K -$65.8K -1,055 -24%
BWP
532
BSW Wealth Partners
Colorado
$205K +$205K +3,282 New
TP
533
Tranquility Partners
Tennessee
$201K +$201K +3,230 New
MM
534
Meridian Management
Arkansas
$201K +$201K +3,222 New
Fidelity Investments
535
Fidelity Investments
Massachusetts
$196K +$125 +2 +0.1%
NCM
536
Northwest Capital Management
Oregon
$194K +$6.05K +97 +3%
OC
537
Oakworth Capital
Alabama
$191K – – –
Franklin Resources
538
Franklin Resources
California
$186K +$312 +5 +0.2%
HCM
539
Hollencrest Capital Management
California
$178K – – –
RTL
540
Red Tortoise LLC
Georgia
$168K – – –
CFO
541
CVA Family Office
Colorado
$165K +$164K +2,636 +14,644%
BFEC
542
Benjamin F. Edwards & Company
Missouri
$155K – – –
CMBA
543
C.M. Bidwell & Associates
Hawaii
$153K +$153K +2,456 New
CMP
544
Coston McIsaac & Partners
Maine
$153K +$2.18K +35 +1%
TWD
545
True Wealth Design
Ohio
$150K – – –
CA
546
Clearstead Advisors
Ohio
$146K – – –
NOI
547
Newton One Investments
Delaware
$143K +$125 +2 +0.1%
CT
548
Colonial Trust
South Carolina
$133K – – –
PWA
549
Provenance Wealth Advisors
Florida
$133K – – –
UB
550
UMB Bank
Missouri
$126K – – –
20 21
22
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