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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Modera Wealth Management
New Jersey
$22.7M -$135K -2,173 -0.6%
FNT
52
First National Trust
Pennsylvania
$22.6M -$621K -9,964 -3%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$22.4M -$3.02M -48,366 -12%
MSWMA
54
Market Street Wealth Management Advisors
Indiana
$21.2M +$651K +10,444 +3%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$20.4M +$1.27M +20,314 +7%
TWM
56
Tanager Wealth Management
United Kingdom
$20.2M +$1.37M +22,049 +7%
THL
57
Tillman Hartley LLC
Colorado
$19.8M -$309K -4,959 -2%
PCI
58
Planning Center Inc
Illinois
$19.4M -$80.9K -1,297 -0.4%
HWMT
59
Heritage Wealth Management (Texas)
Texas
$19.3M +$543K +8,716 +3%
EWM
60
Empirical Wealth Management
Washington
$18.7M +$16.7K +268 +0.1%
DEM
61
Disciplined Equity Management
Florida
$18.3M +$397K +6,373 +2%
BIG
62
Builder Investment Group
Georgia
$18M +$395K +6,342 +2%
NA
63
NewEdge Advisors
Louisiana
$17.8M +$7.69M +123,409 +76%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$17.8M -$2.47M -39,676 -12%
MAM
65
McLean Asset Management
Virginia
$17.5M -$302K -4,936 -2%
JTWM
66
Jackson Thornton Wealth Management
Alabama
$17.5M -$309K -4,955 -2%
Mariner
67
Mariner
Kansas
$17.4M +$3.34M +53,555 +24%
AAP
68
Arax Advisory Partners
Colorado
$17.1M +$75.8K +1,216 +0.4%
Cerity Partners
69
Cerity Partners
New York
$16.9M +$4.98M +79,893 +42%
NHT
70
New Hampshire Trust
New Hampshire
$16.9M +$429K +6,887 +3%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$16.6M +$11.6M +186,830 +237%
EFP
72
EnRich Financial Partners
Wisconsin
$16.4M -$140K -2,253 -0.8%
TFG
73
Tilson Financial Group
New Jersey
$16M +$2.18M +34,897 +16%
BPA
74
Beacon Pointe Advisors
California
$15.7M -$89K -1,427 -0.6%
HWMG
75
Hurlow Wealth Management Group
Indiana
$14.8M +$500K +8,027 +3%
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3
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