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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 %
KSB
576
Kennebec Savings Bank
Maine
$185K +$185K +2,855 New
HCM
577
Hollencrest Capital Management
California
$185K – – –
SPIA
578
Steward Partners Investment Advisory
New York
$179K -$4.74M -73,114 -96%
RTL
579
Red Tortoise LLC
Georgia
$174K – – –
CFO
580
CVA Family Office
Colorado
$172K – – –
FCA
581
FinTrust Capital Advisors
South Carolina
$169K – – –
CT
582
Colonial Trust
South Carolina
$146K +$9.47K +146 +7%
TWD
583
True Wealth Design
Ohio
$143K – – –
NCM
584
Northwest Capital Management
Oregon
$139K -$12.4K -191 -8%
PWA
585
Provenance Wealth Advisors
Florida
$138K – – –
QC
586
Quent Capital
New York
$136K +$973 +15 +0.7%
UB
587
UMB Bank
Missouri
$131K – – –
TFM
588
TFC Financial Management
Massachusetts
$119K +$17.1K +264 +17%
Fifth Third Bancorp
589
Fifth Third Bancorp
Ohio
$115K +$62.6K +965 +119%
CA
590
Continuum Advisory
Idaho
$113K – – –
CAL
591
Capital Analysts LLC
Pennsylvania
$113K – – –
PCMC
592
Private Capital Management (Colorado)
Colorado
$111K – – –
AP
593
Aspect Partners
Virginia
$111K +$111K +1,706 New
BL
594
BFSG LLC
California
$108K -$5.51K -85 -5%
BCWM
595
Bartlett & Co Wealth Management
Ohio
$107K – – –
FG
596
Fairman Group
Pennsylvania
$100K +$259 +4 +0.3%
CFFP
597
Center for Financial Planning
Michigan
$98.5K – – –
FCT
598
First Community Trust
Iowa
$97.2K +$97.2K +1,499 New
IA
599
IFP Advisors
Florida
$89.7K +$195 +3 +0.2%
ACA
600
Aptus Capital Advisors
Alabama
$88.5K -$1.23K -19 -1%
22 23
24
25 26