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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
$154M
3
Bank of America
Bank of America
North Carolina
$319M
4
OIA
OneDigital Investment Advisors
Kansas
$12.2M
5
SC
Savant Capital
Illinois
$66.1M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$1.26M
2
MHS
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
Symmetry Partners
Connecticut
$0
5
SL
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
551
Intrepid Capital Management
Florida
$229K +$229K +3,535 New
NAM
552
NorthCrest Asset Manangement
Minnesota
$228K – – –
RFC
553
Regions Financial Corp
Alabama
$228K – – –
PP
554
PDS Planning
Ohio
$228K +$584 +9 +0.3%
CMBA
555
C.M. Bidwell & Associates
Hawaii
$227K +$67.5K +1,040 +42%
PIA
556
Perennial Investment Advisors
California
$226K +$195 +3 +0.1%
First Manhattan
557
First Manhattan
New York
$225K – – –
FFA
558
First Foundation Advisors
California
$223K – – –
PIM
559
Penobscot Investment Management
Massachusetts
$223K – – –
BAM
560
Belpointe Asset Management
Nevada
$223K – – –
FCA
561
Fortis Capital Advisors
Kansas
$223K – – –
BB
562
Busey Bank
Illinois
$223K – – –
PHWM
563
Pine Harbor Wealth Management
Maryland
$220K +$130 +2 +0.1%
SC
564
Sawyer & Company
Massachusetts
$219K – – –
CFGS
565
Concourse Financial Group Securities
Alabama
$217K -$53.1K -819 -20%
SWMG
566
Signature Wealth Management Group
Georgia
$216K +$216K +3,327 New
BWP
567
BSW Wealth Partners
Colorado
$213K +$213K +3,282 New
MM
568
Meridian Management
Arkansas
$212K +$212K +3,266 New
GB
569
Goepper Burkhardt
South Carolina
$206K +$206K +3,175 New
SVWAG
570
Sound View Wealth Advisors Group
Georgia
$202K +$202K +3,112 New
RPGK
571
Retirement Planning Group (Kansas)
Kansas
$201K +$201K +3,099 New
DWA
572
Delap Wealth Advisory
Oregon
$200K -$200K -3,085 -50%
OC
573
Oakworth Capital
Alabama
$199K – – –
Franklin Resources
574
Franklin Resources
California
$196K +$458 +7 +0.2%
AssetMark Inc
575
AssetMark Inc
California
$193K +$141K +2,172 +269%
21 22
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