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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASI
76
Advisory Services & Investments
Oregon
$7.98M +$25.2K +493 +0.3%
1WM
77
1900 Wealth Management
Texas
$7.89M -$202K -3,945 -2%
FFM
78
Forum Financial Management
Illinois
$7.88M +$2.33M +45,487 +42%
CPA
79
Cardiff Park Advisors
California
$7.87M +$61.8K +1,208 +0.8%
LFG
80
Larson Financial Group
Missouri
$7.81M -$102K -1,992 -1%
FAIM
81
Financial Advocates Investment Management
Washington
$7.59M +$745K +14,572 +11%
CCA
82
Column Capital Advisors
Indiana
$7.45M +$1.17M +38,361 +19%
CPA
83
Capital Performance Advisors
California
$7.39M +$101K +1,972 +1%
FCG
84
Financial Connections Group
California
$7.26M +$360K +7,039 +5%
W
85
WorthPointe
California
$7.14M -$218K -4,263 -3%
KAM
86
KEB Asset Management
Illinois
$7.1M +$253K +4,942 +4%
GAM
87
Gemmer Asset Management
California
$6.92M +$3.18M +62,201 +85%
Cerity Partners
88
Cerity Partners
New York
$6.84M -$1.26M -18,711 -16%
SFO
89
Stokes Family Office
Louisiana
$6.83M -$618K -12,082 -8%
BWA
90
Bordeaux Wealth Advisors
California
$6.44M +$1.64K +32 +0%
SIG
91
Spinnaker Investment Group
California
$6.42M +$205K +4,012 +3%
TCPWM
92
Traverso Chambers Private Wealth Management
California
$6.32M +$818 +16 +0%
DF
93
DecisionPoint Financial
Arizona
$6.18M +$6.18M +120,809 New
AF
94
Allworth Financial
California
$6.06M +$185K +3,623 +3%
AL
95
Aspiriant LLC
California
$5.99M -$129K -2,527 -2%
LG
96
LAM Group
Oregon
$5.85M +$5.85M +114,441 New
V
97
Veritable
Delaware
$5.83M +$693K +13,546 +13%
SWM
98
Spire Wealth Management
Virginia
$5.76M +$612K +11,968 +12%
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
$5.6M -$138K -2,690 -2%
FPCG
100
Forum Private Client Group
Indiana
$5.56M +$341K +6,661 +7%
2 3
4
5 6