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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
ATI
2
ARK & TLK Investments
Oklahoma
$57.9M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$56.6M
4
Creative Planning
4
Creative Planning
Kansas
$638M
5
Bank of America
5
Bank of America
North Carolina
$238M

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 Market Value Shares Shares
Change 		Shares
Change %
KAS
576
KPP Advisory Services
Kentucky
– – -46,586 Closed
PCM
577
Passive Capital Management
Maryland
– – -29,979 Closed
Citadel Advisors
578
Citadel Advisors
Florida
– – -12,982 Closed
Wealthfront Advisers
579
Wealthfront Advisers
California
– – -11,695 Closed
MC
580
Moors & Cabot
Massachusetts
– – -10,000 Closed
SPC
581
Sigma Planning Corp
Michigan
– – -7,678 Closed
HSA
582
HBK Sorce Advisory
Pennsylvania
– – -6,011 Closed
BMCM
583
Bryn Mawr Capital Management
Pennsylvania
– – -6,001 Closed
MA
584
MBA Advisors
Pennsylvania
– – -5,750 Closed
IC
585
IEQ Capital
California
– – -4,348 Closed
PWM
586
Perigon Wealth Management
California
– – -3,947 Closed
FTS
587
Fifth Third Securities
Ohio
– – -3,850 Closed
TI
588
Truepoint Inc
Ohio
– – -3,813 Closed
RDFA
589
Ritter Daniher Financial Advisory
Ohio
– – -2,100 Closed
AC
590
AlphaCore Capital
California
– – -2,000 Closed
WFA
591
WestHill Financial Advisors
California
– – -1,461 Closed
NIC
592
Northwest Investment Counselors
Oregon
– – -1,083 Closed
CSPIA
593
Cary Street Partners Investment Advisory
Virginia
– – -903 Closed
AT
594
Avalon Trust
New Mexico
– – -264 Closed
VDBMI
595
Van Den Berg Management I
Texas
– – -211 Closed
PMFA
596
Plante Moran Financial Advisors
Michigan
– – – –
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