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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

573 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

Holders
573
Holders Change
+75
Holders Change %
+15.06%
% of All Funds
8.4%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
104
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
1
Financial Counselors Inc
Kansas
$86.6M
2
ATI
2
ARK & TLK Investments
Oklahoma
$57.9M
3
MPWT
3
MassMutual Private Wealth & Trust
Connecticut
$56.6M
4
Creative Planning
4
Creative Planning
Kansas
$638M
5
Bank of America
5
Bank of America
North Carolina
$238M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$3.13M
2
BFG
2
Bouchey Financial Group
New York
$24.9M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$18.9M
4
SFO
4
Stokes Family Office
Louisiana
$294K
5
FCG
5
Financial Connections Group
California
$3.32M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$19.4M 325,900 +59,367 +22%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$19.4M 324,720 +49,205 +18%
THL
53
Tillman Hartley LLC
Colorado
$19.2M 321,938 +2,899 +0.9%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$18.9M 316,205 -126,036 -28%
PCI
55
Planning Center Inc
Illinois
$18.7M 313,093 +1,341 +0.4%
Pathstone Holdings
56
Pathstone Holdings
New Jersey
$18.3M 306,519 +306,519 New
TWM
57
Tanager Wealth Management
United Kingdom
$18M 302,242 +16,924 +6%
HWMT
58
Heritage Wealth Management (Texas)
Texas
$17.9M 300,527 +9,944 +3%
EWM
59
Empirical Wealth Management
Washington
$17.9M 299,956 -778 -0.3%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$17.8M 299,233 +4,478 +2%
SWA
61
Sax Wealth Advisors
New Jersey
$17.6M 294,691 +16,980 +6%
DEM
62
Disciplined Equity Management
Florida
$17.1M 286,388 +16,140 +6%
JTWM
63
Jackson Thornton Wealth Management
Alabama
$17M 285,946 +3,373 +1%
BIG
64
Builder Investment Group
Georgia
$16.8M 281,742 +3,189 +1%
MAM
65
McLean Asset Management
Virginia
$16.8M 291,032 +3,540 +1%
AAP
66
Arax Advisory Partners
Colorado
$16.3M 273,583 +4,966 +2%
EFP
67
EnRich Financial Partners
Wisconsin
$15.9M 265,863 +265,863 New
NHT
68
New Hampshire Trust
New Hampshire
$15.7M 263,646 +263,646 New
Morgan Stanley
69
Morgan Stanley
New York
$15.5M 259,688 +151,254 +139%
HPC
70
HM Payson & Co
Maine
$15.4M 258,785 +257,243 +16,682%
AF
71
Advisornet Financial
Minnesota
$15.2M 254,235 -7,563 -3%
BPA
72
Beacon Pointe Advisors
California
$15.1M 252,838 +10,670 +4%
LFG
73
Larson Financial Group
Missouri
$14.7M 246,671 +8,577 +4%
CA
74
CGN Advisors
Kansas
$14.4M 241,656 -2,650 -1%
CCM
75
Carlson Capital Management
Minnesota
$14M 234,768 – –
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