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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Aire Advisors
California
$9.87M +$1.05M +20,085 +12%
ASI
77
Advisory Services & Investments
Oregon
$9.65M +$293K +5,580 +3%
DF
78
DecisionPoint Financial
Arizona
$9.64M +$623K +11,867 +7%
WFA
79
West Financial Advisors
Iowa
$9.63M +$479K +9,128 +5%
MSWM
80
McGlone Suttner Wealth Management
Wisconsin
$9.26M +$522K +9,943 +6%
GHA
81
Granite Harbor Advisors
Texas
$9.1M -$82.9K -1,579 -0.9%
GCM
82
G2 Capital Management
Ohio
$9.02M +$42.6K +811 +0.5%
CCA
83
Column Capital Advisors
Indiana
$8.97M -$146K -4,412 -2%
MSWMA
84
Market Street Wealth Management Advisors
Indiana
$8.94M -$490K -9,332 -5%
AIS
85
American Investment Services
Massachusetts
$8.75M +$347K +6,609 +4%
W
86
WorthPointe
California
$8.33M +$317K +6,033 +4%
CPA
87
Cardiff Park Advisors
California
$8.26M -$21.9K -417 -0.3%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$8.21M -$133K -2,530 -2%
FCG
89
Financial Connections Group
California
$7.87M -$71.4K -1,361 -0.9%
YAL
90
Your Advocates Ltd
Texas
$7.73M +$235K +4,474 +3%
DAS
91
Dynamic Advisor Solutions
Arizona
$7.7M +$1.98M +37,630 +34%
AIA
92
Armor Investment Advisors
North Carolina
$7.56M +$495K +9,434 +7%
SIG
93
Spinnaker Investment Group
California
$7.52M +$338K +6,440 +5%
CPA
94
Capital Performance Advisors
California
$7.43M -$35K -666 -0.5%
GAM
95
Gemmer Asset Management
California
$7.42M +$121K +2,311 +2%
TWP
96
TFO Wealth Partners
Ohio
$7.4M – – –
FFM
97
Forum Financial Management
Illinois
$7.32M -$141K -2,693 -2%
MHB
98
Midwest Heritage Bank
Iowa
$7.29M -$76.6K -1,459 -1%
1WM
99
1900 Wealth Management
Texas
$7.27M -$483K -9,197 -6%
RWG
100
Regal Wealth Group
California
$7.24M +$139K +2,656 +2%
2 3
4
5 6