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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$542M
2
FNT
2
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$14.6M
4
Bank of America
4
Bank of America
North Carolina
$58.2M
5
FCB
5
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$126M
3
ACP
3
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
4
Northern Trust
Illinois
$309M
5
KCM
5
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
76
Veritable
Delaware
$9.42M +$3.21M +58,641 +52%
DF
77
DecisionPoint Financial
Arizona
$9.41M +$2M +36,524 +27%
GCM
78
G2 Capital Management
Ohio
$9.38M +$213K +3,881 +2%
CCA
79
Column Capital Advisors
Indiana
$9.36M +$706K +20,793 +8%
AA
80
Aire Advisors
California
$9.26M +$921K +16,707 +11%
MSWM
81
McGlone Suttner Wealth Management
Wisconsin
$9.13M +$1.44M +26,344 +19%
AIS
82
American Investment Services
Massachusetts
$8.77M -$182K -3,323 -2%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$8.71M +$63.1K +1,152 +0.7%
FPCG
84
Forum Private Client Group
Indiana
$8.69M +$1.69M +30,779 +24%
CPA
85
Cardiff Park Advisors
California
$8.64M -$66.5K -1,213 -0.8%
W
86
WorthPointe
California
$8.37M +$451K +8,227 +6%
FCG
87
Financial Connections Group
California
$8.29M +$226K +4,122 +3%
1WM
88
1900 Wealth Management
Texas
$8.1M -$309K -5,637 -4%
Cerity Partners
89
Cerity Partners
New York
$7.89M +$231K +4,217 +3%
YAL
90
Your Advocates Ltd
Texas
$7.82M +$499K +9,102 +7%
CPA
91
Capital Performance Advisors
California
$7.8M -$64.8K -1,182 -0.8%
FFM
92
Forum Financial Management
Illinois
$7.79M -$662K -12,072 -8%
MHB
93
Midwest Heritage Bank
Iowa
$7.69M +$186K +3,403 +2%
GAM
94
Gemmer Asset Management
California
$7.62M +$296K +5,405 +4%
KAM
95
KEB Asset Management
Illinois
$7.54M +$14.4K +263 +0.2%
SIG
96
Spinnaker Investment Group
California
$7.53M +$262K +4,759 +4%
TWP
97
TFO Wealth Partners
Ohio
$7.4M +$2.52K +46 +0%
AIA
98
Armor Investment Advisors
North Carolina
$7.37M +$5.44M +99,229 +281%
RWG
99
Regal Wealth Group
California
$7.33M +$5.53M +102,116 +308%
SWM
100
Spire Wealth Management
Virginia
$7.23M -$18.5K -337 -0.3%
2 3
4
5 6