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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
GCM
51
G2 Capital Management
Ohio
$7.99M 166,459 +3,388 +2%
Mariner
52
Mariner
Kansas
$7.74M 161,149 +51,985 +48%
1WM
53
1900 Wealth Management
Texas
$7.72M 160,790 -5,583 -3%
PCI
54
Planning Center Inc
Illinois
$7.67M 159,783 +159,783 New
CS
55
Comerica Securities
Michigan
$7.59M 158,195 +9,370 +6%
WFA
56
West Financial Advisors
Iowa
$7.47M 155,536 +155,536 New
CPA
57
Cardiff Park Advisors
California
$7.25M 151,077 -7,954 -5%
LFG
58
Larson Financial Group
Missouri
$6.94M 144,653 +32,142 +29%
SFO
59
Stokes Family Office
Louisiana
$6.78M 141,256 +141,256 New
CPA
60
Capital Performance Advisors
California
$6.76M 140,783 +1,518 +1%
W
61
WorthPointe
California
$6.63M 138,172 -4,684 -3%
TWP
62
TFO Wealth Partners
Ohio
$6.55M 136,536 -215 -0.2%
SWM
63
Spire Wealth Management
Virginia
$6.5M 135,468 +135,468 New
KAM
64
KEB Asset Management
Illinois
$6.49M 135,293 -170 -0.1%
MWM
65
Mission Wealth Management
California
$6.35M 132,312 +16,443 +14%
BWA
66
Bordeaux Wealth Advisors
California
$6.06M 126,226 -542 -0.4%
MHB
67
Midwest Heritage Bank
Iowa
$5.73M 119,329 +857 +0.7%
AL
68
Aspiriant LLC
California
$5.72M 119,305 -1,621 -1%
SIG
69
Spinnaker Investment Group
California
$5.71M 118,906 +25,675 +28%
ASI
70
Advisory Services & Investments
Oregon
$5.69M 118,611 +103,292 +674%
AF
71
Allworth Financial
California
$5.52M 114,944 +1,710 +2%
ALWM
72
Andrews Lucia Wealth Management
California
$5.42M 96,694 +2,679 +3%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$5.41M 112,791 +8,609 +8%
FAIM
74
Financial Advocates Investment Management
Washington
$5.34M 111,198 +111,198 New
PWM
75
PBMares Wealth Management
Virginia
$5.33M 111,012 +111,012 New
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