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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

237 hedge funds and large institutions have $1.6B invested in Dimensional US Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 57 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
4.16%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.37%
New
36
Increased
95
Reduced
57
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$115M
2
Comerica Bank
2
Comerica Bank
Texas
$24.3M
3
SWA
3
Sax Wealth Advisors
New Jersey
$15.4M
4
Creative Planning
4
Creative Planning
Kansas
$344M
5
CS
5
Comerica Securities
Michigan
$6.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.1M
3
MWM
3
Mission Wealth Management
California
$1.58M
4
BWA
4
Bordeaux Wealth Advisors
California
$7.52M
5
PO
5
Private Ocean
California
$2.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
51
Veritable
Delaware
$4.4M +$920 +16 +0%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$4.01M +$43.1K +750 +1%
Osaic Holdings
53
Osaic Holdings
Arizona
$3.82M -$612K -10,633 -14%
AC
54
Apella Capital
Connecticut
$3.79M -$644K -11,206 -15%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$3.75M -$30.3K -527 -0.8%
SSC
56
Syverson Strege & Co
Iowa
$3.74M +$800K +13,907 +27%
MML Investors Services
57
MML Investors Services
Massachusetts
$3.51M +$863K +15,010 +33%
MFAM
58
M Financial Asset Management
Oregon
$3.49M +$488K +8,490 +16%
IF
59
Ironwood Financial
Arizona
$3.4M +$30.4K +529 +0.9%
3LCM
60
3D/L Capital Management
Connecticut
$3.14M -$16K -279 -0.5%
PO
61
Private Ocean
California
$2.98M -$1.12M -19,490 -27%
Northern Trust
62
Northern Trust
Illinois
$2.74M +$81.7K +142,098 +3%
SP
63
Symmetry Partners
Connecticut
$2.55M +$307K +5,250 +14%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$2.48M +$116K +2,024 +5%
AWP
65
Abacus Wealth Partners
California
$2.44M -$20.1K -349 -0.8%
Wells Fargo
66
Wells Fargo
California
$2.41M +$297K +5,169 +14%
CWS
67
Cypress Wealth Services
California
$2.4M +$75.5K +1,313 +3%
DAS
68
Dynamic Advisor Solutions
Arizona
$2.37M +$16.6K +288 +0.7%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$2.29M +$81.4K +1,415 +4%
WFA
70
Wade Financial Advisory
California
$2.28M – – –
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$2.18M +$68.9K +1,198 +3%
WCWM
72
Willow Creek Wealth Management
California
$2.17M -$2.42K -42 -0.1%
CA
73
CGN Advisors
Kansas
$2.08M +$1.81M +31,401 +652%
FOA
74
Five Oceans Advisors
California
$2.08M +$2.08M +36,099 New
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$1.96M -$1.32K -23 -0.1%
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