DFAS icon

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 %
QC
551
Quent Capital
New York
$123K +$13.8K +221 +13%
WTA
552
Washington Trust Advisors
Massachusetts
$118K +$125 +2 +0.1%
BL
553
BFSG LLC
California
$109K – – –
BCWM
554
Bartlett & Co Wealth Management
Ohio
$103K – – –
CA
555
Continuum Advisory
Idaho
$102K +$102K +1,664 New
TFM
556
TFC Financial Management
Massachusetts
$98.1K +$187 +3 +0.2%
CAM
557
Clarity Asset Management
Iowa
$97.7K -$7.97M -127,867 -99%
FG
558
Fairman Group
Pennsylvania
$96K +$125 +2 +0.1%
CFFP
559
Center for Financial Planning
Michigan
$94.6K -$5.11K -82 -5%
VWA
560
Valued Wealth Advisors
Utah
$87.6K +$31.6K +507 +56%
IA
561
IFP Advisors
Florida
$84.7K +$14.4K +231 +20%
CTC
562
Central Trust Company
Missouri
$84.3K – – –
PGAM
563
Princeton Global Asset Management
New Jersey
$83.2K +$83.2K +1,335 New
EBA
564
Eagle Bay Advisors
New York
$78.9K – – –
ACA
565
Aptus Capital Advisors
Alabama
$70.6K +$8.23K +132 +13%
OSAM
566
O'Shaughnessy Asset Management
Connecticut
$69.5K +$49.7K +797 +251%
HNB
567
Hilltop National Bank
Wyoming
$69.1K +$69.1K +1,109 New
NIC
568
Northwest Investment Counselors
Oregon
$67.5K +$67.5K +1,083 New
SIC
569
Salem Investment Counselors
North Carolina
$64.8K +$23.4K +375 +56%
GWANC
570
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.3K – – –
AWM
571
Angeles Wealth Management
California
$60.8K -$74.8K -1,200 -55%
CFB
572
Cullen/Frost Bankers
Texas
$58.9K +$58.9K +945 New
FDCP
573
Foster Dykema Cabot & Partners
Massachusetts
$57.2K +$57.2K +918 New
HNB
574
Huntington National Bank
Ohio
$56.5K -$49.4K – –
NS
575
NBC Securities
Alabama
$56K – – –
21 22
23
24 25