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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 %
FWP
551
FAS Wealth Partners
Kansas
$25.7K +$22.1K +370 +607%
FHA
552
First Horizon Advisors
Tennessee
$25.5K +$6.14K +103 +32%
GG
553
Gleason Group
Kentucky
$23.8K +$119 +2 +0.5%
QCG
554
Quadrant Capital Group
Ohio
$21.5K – – –
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$18.9K – – –
SFC
556
SYM Financial Corp
Indiana
$15.1K – – –
ACA
557
Atlas Capital Advisors
Wyoming
$15.1K – – –
CAS
558
Coppell Advisory Solutions
Texas
$14.9K +$14.9K +250 New
PS
559
Principal Securities
Iowa
$11.6K +$11.6K +194 New
ACA
560
American Capital Advisory
Idaho
$10.4K +$10.4K +175 New
PA
561
Pineridge Advisors
Missouri
$9.66K +$9.66K +162 New
SIS
562
Sound Income Strategies
Florida
$7.04K – – –
JFA
563
JNBA Financial Advisors
Minnesota
$6.92K – – –
OCM
564
Orion Capital Management
California
$6.92K – – –
GRP
565
Global Retirement Partners
California
$6.51K – – –
TAM
566
Tucker Asset Management
Colorado
$5.84K – – –
AWM
567
Able Wealth Management
New Jersey
$4.03K +$4.03K +68 New
BMC
568
Bear Mountain Capital
Washington
$3.08K +$3.08K +54 New
VWM
569
Venturi Wealth Management
Texas
$3.04K +$3.04K +51 New
CWM
570
Cranbrook Wealth Management
Michigan
$2.98K -$357 -6 -11%
MFA
571
McClarren Financial Advisors
Pennsylvania
$2K – – –
GI
572
Gradient Investments
Minnesota
$1.49K +$1.49K +25 New
CFO
573
CVA Family Office
Colorado
$1.07K +$1.07K +18 New
AIC
574
Archer Investment Corporation
Indiana
$894 +$894 +15 New
3LCM
575
3D/L Capital Management
Connecticut
– -$2.72M -51,817 Closed
20 21 22
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