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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 %
PCMC
576
Private Capital Management (Colorado)
Colorado
$55.5K – – –
DFA
577
DHJJ Financial Advisors
Illinois
$53.2K – – –
Fifth Third Bancorp
578
Fifth Third Bancorp
Ohio
$50.5K -$18.1K -290 -26%
SN
579
Sittner & Nelson
Oregon
$49.1K – – –
SRCM
580
Signature Resources Capital Management
California
$46.4K – – –
PCFFS
581
Pacific Center for Financial Services
California
$45.9K – – –
FUBT
582
First United Bank & Trust
Maryland
$43.6K -$3.12K -50 -7%
Qube Research & Technologies (QRT)
583
Qube Research & Technologies (QRT)
United Kingdom
$42.8K -$34.9K -560 -45%
FWP
584
FAS Wealth Partners
Kansas
$40.1K +$13.3K +213 +49%
PWMG
585
Private Wealth Management Group
New Jersey
$37.7K – – –
TC
586
Truvestments Capital
Florida
$36.4K – – –
EWM
587
Evermay Wealth Management
Virginia
$28.9K – – –
FHA
588
First Horizon Advisors
Tennessee
$26.7K – – –
GG
589
Gleason Group
Kentucky
$24.9K – – –
QCG
590
Quadrant Capital Group
Ohio
$22.4K – – –
HR
591
Howe & Rusling
New York
$22K +$22K +353 New
SFC
592
SYM Financial Corp
Indiana
$15.8K – – –
ACA
593
Atlas Capital Advisors
Wyoming
$15.7K -$62 -1 -0.4%
AIC
594
Archer Investment Corporation
Indiana
$13.7K +$12.7K +204 +1,360%
PA
595
Pineridge Advisors
Missouri
$10.1K – – –
ACA
596
American Capital Advisory
Idaho
$9.22K – – –
PS
597
Principal Securities
Iowa
$8.98K -$3.12K -50 -26%
OCM
598
Orion Capital Management
California
$7.23K – – –
GRP
599
Global Retirement Partners
California
$7.11K – – –
AssetMark Inc
600
AssetMark Inc
California
$6.23K +$6.23K +100 New
22 23
24
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