DFAS icon

Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$542M
2
FNT
2
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$14.6M
4
Bank of America
4
Bank of America
North Carolina
$58.2M
5
FCB
5
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$126M
3
ACP
3
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
4
Northern Trust
Illinois
$309M
5
KCM
5
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
51
Brown Advisory
Maryland
$14.6M +$14.6M +265,975 New
AF
52
Advisornet Financial
Minnesota
$14.4M +$327K +5,972 +2%
AAP
53
Arax Advisory Partners
Colorado
$14.1M +$524K +9,570 +4%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$13.8M -$9.87M -180,079 -42%
TWM
55
Tanager Wealth Management
United Kingdom
$13.3M +$937K +17,098 +8%
CA
56
CGN Advisors
Kansas
$13.2M +$1.47M +26,808 +13%
CCM
57
Carlson Capital Management
Minnesota
$13M -$329 -6 -0%
BPA
58
Beacon Pointe Advisors
California
$13M +$619K +11,295 +5%
LFS
59
Lutz Financial Services
Nebraska
$12.3M +$23.6K +430 +0.2%
MWM
60
Mission Wealth Management
California
$12.3M +$1M +18,339 +9%
Osaic Holdings
61
Osaic Holdings
Arizona
$12M +$3.99M +72,774 +50%
EWA
62
EP Wealth Advisors
California
$11.9M +$10.3M +191,313 +643%
LFG
63
Larson Financial Group
Missouri
$11.8M +$1.96M +35,723 +20%
SL
64
Systelligence LLC
Minnesota
$11.7M +$9.18M +167,431 +357%
CWS
65
Confluence Wealth Services
Pennsylvania
$11.7M +$770K +14,044 +7%
HWMG
66
Hurlow Wealth Management Group
Indiana
$11.5M +$505K +9,217 +5%
FCB
67
First Command Bank
Texas
$11.3M +$11.3M +206,344 New
FCFS
68
First Command Financial Services
Texas
$11.3M +$11.3M +206,344 New
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$10.7M +$10.7M +196,524 New
MWA
70
Monograph Wealth Advisors
California
$10.6M +$6.8K +124 +0.1%
Mariner
71
Mariner
Kansas
$10.3M +$176K +3,208 +2%
MSWMA
72
Market Street Wealth Management Advisors
Indiana
$9.84M -$392K -7,155 -4%
ASI
73
Advisory Services & Investments
Oregon
$9.77M +$783K +14,280 +9%
GHA
74
Granite Harbor Advisors
Texas
$9.58M +$370K +6,744 +4%
WFA
75
West Financial Advisors
Iowa
$9.55M +$469K +8,554 +5%
1 2
3
4 5