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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.32%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$1.63B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$127M
3
AA
3
Aire Advisors
California
$8.02M
4
Northern Trust
4
Northern Trust
Illinois
$301M
5
TWP
5
TFO Wealth Partners
Ohio
$7.11M

Top Sellers

1
Jane Street
1
Jane Street
New York
$657K
2
AAS
2
Avantax Advisory Services
Texas
$2.82M
3
MWM
3
Merriman Wealth Management
Washington
$537K
4
Creative Planning
4
Creative Planning
Kansas
$480M
5
MWM
5
Modera Wealth Management
New Jersey
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCG
76
Financial Connections Group
California
$7.76M +$274K +5,205 +4%
Osaic Holdings
77
Osaic Holdings
Arizona
$7.65M +$2.56M +48,790 +50%
W
78
WorthPointe
California
$7.62M +$263K +4,984 +4%
CPA
79
Capital Performance Advisors
California
$7.56M -$54.8K -1,039 -0.7%
FAIM
80
Financial Advocates Investment Management
Washington
$7.49M -$333K -6,315 -4%
MSWM
81
McGlone Suttner Wealth Management
Wisconsin
$7.39M +$2.4M +45,450 +48%
KAM
82
KEB Asset Management
Illinois
$7.24M -$80.5K -1,528 -1%
MHB
83
Midwest Heritage Bank
Iowa
$7.21M +$1.87M +35,568 +35%
AFA
84
Alpha Financial Advisors
North Carolina
$7.17M -$3.94M -74,693 -35%
DF
85
DecisionPoint Financial
Arizona
$7.13M +$761K +14,439 +12%
TWP
86
TFO Wealth Partners
Ohio
$7.11M +$7.11M +134,907 +674,535%
YAL
87
Your Advocates Ltd
Texas
$7.04M +$7.04M +133,492 +117,098%
GAM
88
Gemmer Asset Management
California
$7.04M -$86.8K -1,647 -1%
CWA
89
Continuum Wealth Advisors
New York
$6.99M +$1.86M +35,249 +36%
SWM
90
Spire Wealth Management
Virginia
$6.97M +$1.04M +19,703 +17%
SIG
91
Spinnaker Investment Group
California
$6.96M +$339K +6,435 +5%
AL
92
Aspiriant LLC
California
$6.75M +$581K +11,023 +9%
FPCG
93
Forum Private Client Group
Indiana
$6.74M +$1.01M +19,098 +18%
TCPWM
94
Traverso Chambers Private Wealth Management
California
$6.63M +$113K +2,152 +2%
AF
95
Allworth Financial
California
$6.59M +$348K +6,608 +6%
HWM
96
HFG Wealth Management
Texas
$6.15M +$6.15M +116,640 New
LG
97
LAM Group
Oregon
$6.09M +$56.2K +1,067 +0.9%
BWA
98
Bordeaux Wealth Advisors
California
$6.03M -$601K -11,396 -9%
V
99
Veritable
Delaware
$5.97M -$42.4K -805 -0.7%
ACP
100
Aveo Capital Partners
Colorado
$5.64M +$1.41M +26,710 +33%
2 3
4
5 6