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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$177M
2
PFA
2
Pure Financial Advisors
California
$154M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
OIA
4
OneDigital Investment Advisors
Kansas
$12.2M
5
SC
5
Savant Capital
Illinois
$66.1M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$1.26M
2
MHS
2
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
4
Symmetry Partners
Connecticut
$0
5
SL
5
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
51
Tanager Wealth Management
United Kingdom
$24.2M +$1.76M +27,109 +8%
Pathstone Holdings
52
Pathstone Holdings
New Jersey
$23.6M +$1.44M +22,250 +7%
THL
53
Tillman Hartley LLC
Colorado
$23.3M +$2.57M +39,648 +12%
FMWA
54
Forvis Mazars Wealth Advisors
Missouri
$23.2M -$536K -8,262 -2%
FNT
55
First National Trust
Pennsylvania
$23M -$348K -5,361 -1%
DC
56
Davenport & Co
Virginia
$22.8M +$1.35M +20,778 +6%
MSWMA
57
Market Street Wealth Management Advisors
Indiana
$22.7M +$174K +2,685 +0.8%
Mariner
58
Mariner
Kansas
$21.7M +$2.77M +42,761 +15%
HWMT
59
Heritage Wealth Management (Texas)
Texas
$21.5M -$54.3K -838 -0.3%
PCI
60
Planning Center Inc
Illinois
$20.7M +$96K +1,480 +0.5%
EWM
61
Empirical Wealth Management
Washington
$19.7M +$56.6K +872 +0.3%
DF
62
DecisionPoint Financial
Arizona
$19.4M +$1.11M +17,108 +6%
JTWM
63
Jackson Thornton Wealth Management
Alabama
$19.3M -$253K -3,900 -1%
BIG
64
Builder Investment Group
Georgia
$19M +$318K +4,901 +2%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$18.7M -$6.93M -106,821 -27%
NHT
66
New Hampshire Trust
New Hampshire
$18.7M +$224K +3,451 +1%
DEM
67
Disciplined Equity Management
Florida
$18.6M -$614K -9,462 -3%
MAM
68
McLean Asset Management
Virginia
$18.3M -$129K -2,010 -0.7%
TFG
69
Tilson Financial Group
New Jersey
$18.1M +$489K +7,542 +3%
AAP
70
Arax Advisory Partners
Colorado
$17.8M +$107K +1,650 +0.6%
YAL
71
Your Advocates Ltd
Texas
$17.6M +$498K +7,676 +3%
HWMG
72
Hurlow Wealth Management Group
Indiana
$17.6M +$1.45M +22,430 +9%
EFP
73
EnRich Financial Partners
Wisconsin
$17.5M +$413K +6,361 +2%
DAS
74
Dynamic Advisor Solutions
Arizona
$16.1M +$218K +3,358 +1%
FSWA
75
Financial Synergies Wealth Advisors
Texas
$15.9M +$459K +7,084 +3%
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3
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