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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.32%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.63B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$127M
3
AA
3
Aire Advisors
California
$8.02M
4
Northern Trust
4
Northern Trust
Illinois
$301M
5
TWP
5
TFO Wealth Partners
Ohio
$7.11M

Top Sellers

1
Jane Street
1
Jane Street
New York
$657K
2
AAS
2
Avantax Advisory Services
Texas
$2.82M
3
MWM
3
Merriman Wealth Management
Washington
$537K
4
Creative Planning
4
Creative Planning
Kansas
$480M
5
MWM
5
Modera Wealth Management
New Jersey
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
51
Carlson Capital Management
Minnesota
$12.5M -$285K -5,416 -2%
BPA
52
Beacon Pointe Advisors
California
$11.9M +$555K +10,532 +5%
TWM
53
Tanager Wealth Management
United Kingdom
$11.9M +$1.03M +19,541 +10%
LFS
54
Lutz Financial Services
Nebraska
$11.8M +$15.4K +293 +0.1%
Truist Financial
55
Truist Financial
North Carolina
$11.4M +$2.31M +43,854 +26%
CA
56
CGN Advisors
Kansas
$11.3M +$1.12M +21,232 +11%
MWM
57
Mission Wealth Management
California
$10.9M +$1.02M +19,350 +10%
HWMG
58
Hurlow Wealth Management Group
Indiana
$10.6M +$1.22M +23,110 +13%
CWS
59
Confluence Wealth Services
Pennsylvania
$10.6M +$1.06M +20,104 +11%
MWA
60
Monograph Wealth Advisors
California
$10.2M +$85.8K +1,629 +0.8%
MSWMA
61
Market Street Wealth Management Advisors
Indiana
$9.84M -$4.14M -78,496 -30%
Mariner
62
Mariner
Kansas
$9.7M -$250K -4,744 -3%
LFG
63
Larson Financial Group
Missouri
$9.42M +$1.37M +25,979 +17%
GHA
64
Granite Harbor Advisors
Texas
$8.86M +$630K +11,954 +8%
GCM
65
G2 Capital Management
Ohio
$8.81M -$242K -4,590 -3%
WFA
66
West Financial Advisors
Iowa
$8.73M +$424K +8,042 +5%
CS
67
Comerica Securities
Michigan
$8.68M +$252K +4,786 +3%
ASI
68
Advisory Services & Investments
Oregon
$8.64M +$419K +7,952 +5%
CPA
69
Cardiff Park Advisors
California
$8.37M +$267K +5,062 +3%
AIS
70
American Investment Services
Massachusetts
$8.35M – – –
Baird Financial Group
71
Baird Financial Group
Wisconsin
$8.31M +$76.6K +1,454 +0.9%
FFM
72
Forum Financial Management
Illinois
$8.13M +$12.5K +237 +0.2%
CCA
73
Column Capital Advisors
Indiana
$8.12M +$365K +11,456 +5%
AA
74
Aire Advisors
California
$8.02M +$8.02M +151,245 New
1WM
75
1900 Wealth Management
Texas
$7.94M -$44.1K -853 -0.6%
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