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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$177M
2
PFA
Pure Financial Advisors
California
+$35.7M
3
Bank of America
Bank of America
North Carolina
+$30.3M
4
OIA
OneDigital Investment Advisors
Kansas
+$11.7M
5
SC
Savant Capital
Illinois
+$11.5M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
-$50.8M
2
MHS
M Holdings Securities
Oregon
-$24.1M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$20.1M
4
SP
Symmetry Partners
Connecticut
-$17.4M
5
SL
Systelligence LLC
Minnesota
-$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
526
Wilmington Savings Fund Society
Delaware
$285K – – –
DAS
527
Diversify Advisory Services
Utah
$284K +$28K +432 +11%
EIG
528
Ellenbecker Investment Group
Wisconsin
$282K -$193K -2,973 -41%
OSAM
529
O'Shaughnessy Asset Management
Connecticut
$278K +$95.2K +1,455 +52%
SWP
530
Summit Wealth Partners
Florida
$277K – – –
MWM
531
MBE Wealth Management
Wisconsin
$273K -$1.3K -20 -0.5%
BCM
532
BluePointe Capital Management
California
$267K +$10.2K +158 +4%
FIC
533
Family Investment Center
Missouri
$266K -$21.1K -325 -7%
GWM
534
GDS Wealth Management
Texas
$266K – – –
GA
535
Goldstein Advisors
Wisconsin
$263K – – –
WTA
536
Washington Trust Advisors
Massachusetts
$262K – – –
FTDI
537
First Trust Direct Indexing
Massachusetts
$261K – – –
SOAG
538
Silver Oak Advisory Group
Oregon
$261K – – –
TP
539
Tranquility Partners
Tennessee
$259K +$30.7K +473 +13%
NP
540
NorthRock Partners
Minnesota
$257K +$5.77K +89 +2%
CCM
541
Coldstream Capital Management
Washington
$256K – – –
PCIA
542
Prime Capital Investment Advisors
Kansas
$256K – – –
TWCA
543
Two West Capital Advisors
Kansas
$252K -$18.7K -288 -7%
GKWIM
544
Gerber Kawasaki Wealth & Investment Management
California
$240K +$259 +4 +0.1%
AAS
545
Ameritas Advisory Services
Nebraska
$240K +$240K +3,697 New
ME
546
McIlrath & Eck
Washington
$237K -$7.46K -115 -3%
WGC
547
Watts Gwilliam & Co
Arizona
$237K +$237K +3,704 New
SIM
548
Stratos Investment Management
Ohio
$233K -$9.86M -152,042 -98%
QCM
549
QRG Capital Management
Illinois
$230K +$230K +3,552 New
VCA
550
Verdence Capital Advisors
Maryland
$230K +$230K +3,541 New
20 21
22
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