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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$12.6M +$1.34M +26,284 +12%
CCM
52
Carlson Capital Management
Minnesota
$12.4M -$1.52M -29,689 -11%
AAP
53
Arax Advisory Partners
Colorado
$12.2M +$12.2M +237,586 New
RJFSA
54
Raymond James Financial Services Advisors
Florida
$12M +$794K +15,517 +7%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$11.6M +$2.64M +51,495 +29%
LFS
56
Lutz Financial Services
Nebraska
$11.5M +$39.2K +767 +0.3%
BPA
57
Beacon Pointe Advisors
California
$11M +$916K +17,914 +9%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$11M -$15.6M -305,419 -59%
EWA
59
EP Wealth Advisors
California
$10.8M -$710K -13,885 -6%
AFA
60
Alpha Financial Advisors
North Carolina
$10.8M +$10.8M +210,667 New
TWM
61
Tanager Wealth Management
United Kingdom
$10.5M +$9.85M +192,637 +1,504%
CA
62
CGN Advisors
Kansas
$9.85M +$3.68M +71,859 +60%
MWA
63
Monograph Wealth Advisors
California
$9.82M +$343K +6,700 +4%
Mariner
64
Mariner
Kansas
$9.65M +$1.17M +22,960 +14%
MWM
65
Mission Wealth Management
California
$9.59M +$1.92M +37,457 +25%
CWS
66
Confluence Wealth Services
Pennsylvania
$9.21M +$6.63M +129,716 +257%
HWMG
67
Hurlow Wealth Management Group
Indiana
$9.1M +$345K +6,755 +4%
GCM
68
G2 Capital Management
Ohio
$8.79M +$109K +2,140 +1%
Truist Financial
69
Truist Financial
North Carolina
$8.78M +$2.97M +58,081 +51%
MWM
70
Merriman Wealth Management
Washington
$8.68M +$8.09M +158,088 +1,365%
AIS
71
American Investment Services
Massachusetts
$8.35M -$149K -2,921 -2%
CS
72
Comerica Securities
Michigan
$8.18M -$104K -2,036 -1%
WFA
73
West Financial Advisors
Iowa
$8.07M -$129K -2,527 -2%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$7.99M +$5.74M +112,237 +255%
GHA
75
Granite Harbor Advisors
Texas
$7.99M +$7.99M +156,184 New
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3
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