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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

237 hedge funds and large institutions have $1.6B invested in Dimensional US Small Cap ETF in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 57 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
+21
Holders Change %
+9.72%
% of All Funds
4.16%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.37%
New
36
Increased
95
Reduced
57
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$115M
2
Comerica Bank
2
Comerica Bank
Texas
$24.3M
3
SWA
3
Sax Wealth Advisors
New Jersey
$15.4M
4
Creative Planning
4
Creative Planning
Kansas
$344M
5
CS
5
Comerica Securities
Michigan
$6.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$14.1M
3
MWM
3
Mission Wealth Management
California
$1.58M
4
BWA
4
Bordeaux Wealth Advisors
California
$7.52M
5
PO
5
Private Ocean
California
$2.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
76
JFS Wealth Advisors
Pennsylvania
$1.86M +$575 +10 +0%
TF
77
TIAA FSB
Florida
$1.84M -$19K -330 -1%
PAG
78
Private Advisor Group
New Jersey
$1.7M +$318K +5,525 +23%
FAIM
79
Financial Advocates Investment Management
Washington
$1.66M +$362K +6,302 +28%
MA
80
Montag & Associates
Georgia
$1.65M – – –
KAS
81
Kestra Advisory Services
Texas
$1.64M -$464K -8,069 -22%
MWM
82
Mission Wealth Management
California
$1.58M -$1.48M -25,707 -48%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$1.58M -$675K -11,731 -30%
Bank of America
84
Bank of America
North Carolina
$1.44M +$1.44M +24,953 New
WFA
85
Websterrogers Financial Advisors
South Carolina
$1.35M -$55K -956 -4%
UBS Group
86
UBS Group
Switzerland
$1.33M -$51.5K -896 -4%
EH
87
Equitable Holdings
New York
$1.27M -$67.8K -1,178 -5%
GAM
88
Gemmer Asset Management
California
$1.24M -$12.6K -220 -1%
SC
89
Schoolcraft Capital
Colorado
$1.24M -$34.4K -598 -3%
TK
90
TIAA Kaspick
Massachusetts
$1.22M – – –
SSB
91
Sandy Spring Bank
Maryland
$1.14M +$186K +3,232 +19%
CAM
92
Cresset Asset Management
Illinois
$1.14M +$1.14M +19,829 New
DADC
93
D.A. Davidson & Co
Montana
$1.11M +$610K +10,615 +123%
JIC
94
Johnson Investment Counsel
Ohio
$1.09M +$2.36K +41 +0.2%
MA
95
Mutual Advisors
Nebraska
$1.03M +$6.61K +115 +0.6%
USCWA
96
U.S. Capital Wealth Advisors
Texas
$1.01M +$1.01M +17,563 New
PB
97
Pinnacle Bancorp
Nebraska
$1M +$1M +17,439 New
JC
98
Jentner Corp
Ohio
$978K -$46.9K -815 -5%
SIAG
99
Safeguard Investment Advisory Group
California
$959K +$579K +10,079 +153%
ADL
100
Asset Dedication LLC
California
$916K +$1.32K +23 +0.1%
2 3
4
5 6