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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 %
TAM
601
Tucker Asset Management
Colorado
$6.11K – – –
VWM
602
Venturi Wealth Management
Texas
$6.05K +$2.87K +46 +90%
CWM
603
Cranbrook Wealth Management
Michigan
$3.12K – – –
BMC
604
Bear Mountain Capital
Washington
$3.1K – – –
MFA
605
McClarren Financial Advisors
Pennsylvania
$3K +$83 +1 +3%
CA
606
CoreCap Advisors
Michigan
$2.18K +$2.18K +35 New
Citigroup
607
Citigroup
New York
$62 +$62 +1 New
Susquehanna International Group
608
Susquehanna International Group
Pennsylvania
– -$8.91M -149,485 Closed
MA
609
Mutual Advisors
Nebraska
– -$6.73M -112,850 Closed
CWM
610
Curi Wealth Management
North Carolina
– -$904K -15,166 Closed
TFM
611
Trademark Financial Management
Minnesota
– -$702K -11,772 Closed
SWMG
612
Signature Wealth Management Group
Georgia
– -$583K -9,782 Closed
Renaissance Technologies
613
Renaissance Technologies
New York
– -$370K -6,200 Closed
FW
614
FirstPurpose Wealth
Utah
– -$217K -3,641 Closed
TRCT
615
Tower Research Capital (TRC)
New York
– -$209K -3,512 Closed
Empower Advisory Group
616
Empower Advisory Group
Colorado
– -$206K -3,447 Closed
AIM
617
Acropolis Investment Management
Missouri
– -$181K -3,035 Closed
FFA
618
Frazier Financial Advisors
Ohio
– -$171K -2,874 Closed
ICM
619
Intrepid Capital Management
Florida
– -$110K -1,850 Closed
LFA
620
Level Financial Advisors
New York
– -$72.3K -1,213 Closed
LF
621
Lee Financial
Texas
– -$67.3K -1,129 Closed
EC
622
EdgeRock Capital
Colorado
– -$61.5K -1,058 Closed
TWA
623
Tandem Wealth Advisors
Arizona
– -$39.9K -669 Closed
JFA
624
JNBA Financial Advisors
Minnesota
– -$6.92K -116 Closed
AWM
625
Able Wealth Management
New Jersey
– -$4.03K -68 Closed
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