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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

216 hedge funds and large institutions have $1.5B invested in Dimensional US Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+215
Holders Change %
+21,500%
% of All Funds
3.77%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
%
% of All Funds
0.38%
New
215
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$335M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$146M
3
TWA
3
TCI Wealth Advisors
Arizona
$96.1M
4
PL
4
Plancorp LLC
Missouri
$92.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$86.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$3.84M +$3.84M +65,728 New
IF
52
Ironwood Financial
Arizona
$3.42M +$3.42M +58,529 New
BBNB
53
Baker Boyer National Bank
Washington
$3.21M +$3.21M +66,933 New
3LCM
54
3D/L Capital Management
Connecticut
$3.21M +$3.21M +54,890 New
MWM
55
Mission Wealth Management
California
$3.11M +$3.11M +53,176 New
MFAM
56
M Financial Asset Management
Oregon
$3.05M +$3.05M +52,152 New
SSC
57
Syverson Strege & Co
Iowa
$2.99M +$2.99M +51,201 New
Northern Trust
58
Northern Trust
Illinois
$2.71M +$2.7M +4,630,698 New
MML Investors Services
59
MML Investors Services
Massachusetts
$2.69M +$2.69M +45,992 New
AWP
60
Abacus Wealth Partners
California
$2.5M +$2.5M +42,855 New
Baird Financial Group
61
Baird Financial Group
Wisconsin
$2.4M +$2.4M +41,118 New
DAS
62
Dynamic Advisor Solutions
Arizona
$2.39M +$2.39M +40,918 New
CWS
63
Cypress Wealth Services
California
$2.36M +$2.36M +40,426 New
WFA
64
Wade Financial Advisory
California
$2.32M +$2.32M +39,632 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$2.29M +$2.29M +39,119 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$2.24M +$2.24M +38,417 New
SP
67
Symmetry Partners
Connecticut
$2.24M +$2.24M +38,315 New
WCWM
68
Willow Creek Wealth Management
California
$2.21M +$2.21M +37,815 New
BPA
69
Beacon Pointe Advisors
California
$2.2M +$2.2M +37,629 New
OCM
70
Oakwood Capital Management
California
$2.16M +$2.16M +36,988 New
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.15M +$2.15M +36,753 New
Wells Fargo
72
Wells Fargo
California
$2.14M +$2.14M +36,659 New
KAS
73
Kestra Advisory Services
Texas
$2.14M +$2.14M +36,576 New
WSTAM
74
Wilbanks Smith & Thomas Asset Management
Virginia
$2M +$2M +34,152 New
TF
75
TIAA FSB
Florida
$1.89M +$1.89M +32,403 New
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