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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Tanager Wealth Management
United Kingdom
$15M +$2.27M +43,230 +18%
JTWM
52
Jackson Thornton Wealth Management
Alabama
$14.8M -$123K -2,342 -0.8%
BIG
53
Builder Investment Group
Georgia
$14.6M +$406K +7,734 +3%
SWA
54
Sax Wealth Advisors
New Jersey
$14.6M +$346K +6,598 +2%
RJFSA
55
Raymond James Financial Services Advisors
Florida
$14.5M +$326K +6,205 +2%
DEM
56
Disciplined Equity Management
Florida
$14.2M -$48.2K -918 -0.3%
AAP
57
Arax Advisory Partners
Colorado
$14.1M +$586K +11,158 +4%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$14M +$772K +14,706 +6%
AF
59
Advisornet Financial
Minnesota
$13.7M -$91.8K -1,749 -0.7%
PFO
60
Pathstone Family Office
New Jersey
$13.7M +$10.9M +294,393 +389%
Truist Financial
61
Truist Financial
North Carolina
$13.3M -$869K -16,563 -6%
CA
62
CGN Advisors
Kansas
$12.8M +$195K +3,718 +2%
BPA
63
Beacon Pointe Advisors
California
$12.7M +$253K +4,812 +2%
LFG
64
Larson Financial Group
Missouri
$12.5M +$1.24M +23,652 +11%
CCM
65
Carlson Capital Management
Minnesota
$12.3M -$137K -2,608 -1%
MWM
66
Mission Wealth Management
California
$11.8M -$63.9K -1,218 -0.5%
LFS
67
Lutz Financial Services
Nebraska
$11.7M -$108K -2,057 -0.9%
HWMG
68
Hurlow Wealth Management Group
Indiana
$11.5M +$515K +9,811 +5%
EWA
69
EP Wealth Advisors
California
$10.8M -$780K -14,862 -7%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$10.7M +$297K +5,627 +3%
MWA
71
Monograph Wealth Advisors
California
$10.6M +$453K +8,629 +4%
SL
72
Systelligence LLC
Minnesota
$10.5M -$747K -14,228 -7%
Osaic Holdings
73
Osaic Holdings
Arizona
$10.4M -$1.03M -19,608 -9%
HighTower Advisors
74
HighTower Advisors
Illinois
$10.3M +$4.29M +81,797 +72%
Mariner
75
Mariner
Kansas
$10.1M +$295K +5,627 +3%
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3
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