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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

216 hedge funds and large institutions have $1.5B invested in Dimensional US Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+215
Holders Change %
+21,500%
% of All Funds
3.77%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
%
% of All Funds
0.38%
New
215
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$335M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$146M
3
TWA
3
TCI Wealth Advisors
Arizona
$96.1M
4
PL
4
Plancorp LLC
Missouri
$92.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$86.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
76
JFS Wealth Advisors
Pennsylvania
$1.88M +$1.88M +32,247 New
MA
77
Montag & Associates
Georgia
$1.68M +$1.68M +28,747 New
UBS Group
78
UBS Group
Switzerland
$1.41M +$1.41M +24,054 New
PAG
79
Private Advisor Group
New Jersey
$1.4M +$1.4M +24,055 New
EH
80
Equitable Holdings
New York
$1.36M +$1.36M +23,257 New
WFA
81
Websterrogers Financial Advisors
South Carolina
$1.34M +$1.34M +24,494 New
FAIM
82
Financial Advocates Investment Management
Washington
$1.32M +$1.32M +22,616 New
SC
83
Schoolcraft Capital
Colorado
$1.29M +$1.29M +22,154 New
GAM
84
Gemmer Asset Management
California
$1.28M +$1.28M +21,827 New
TK
85
TIAA Kaspick
Massachusetts
$1.23M +$1.23M +21,127 New
JIC
86
Johnson Investment Counsel
Ohio
$1.11M +$1.11M +18,966 New
WT
87
Whittier Trust
California
$1.09M +$1.09M +18,672 New
EVM
88
Eaton Vance Management
Massachusetts
$1.07M +$1.07M +18,299 New
MA
89
Mutual Advisors
Nebraska
$1.04M +$1.04M +17,872 New
MWM
90
Merriman Wealth Management
Washington
$1.04M +$1.04M +17,860 New
MHS
91
M Holdings Securities
Oregon
$1.04M +$1.04M +17,860 New
JC
92
Jentner Corp
Ohio
$1.04M +$1.04M +17,822 New
UR
93
USCA RIA
Texas
$1.03M +$1.03M +17,663 New
SSB
94
Sandy Spring Bank
Maryland
$973K +$973K +16,669 New
ADL
95
Asset Dedication LLC
California
$931K +$931K +15,944 New
UWM
96
USAdvisors Wealth Management
Minnesota
$906K +$906K +15,515 New
CPSAC
97
Chas P. Smith & Associates (CPS)
Florida
$900K +$900K +15,416 New
BA
98
Bridgewater Advisors
New York
$853K +$853K +14,611 New
PFS
99
Prospera Financial Services
Texas
$829K +$829K +14,188 New
VFP
100
Verus Financial Partners
Virginia
$823K +$823K +14,661 New
2 3
4
5 6