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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
76
Empowered Funds
Pennsylvania
$14.4M +$14.4M +230,709 New
AF
77
Advisornet Financial
Minnesota
$14.4M -$1.49M -23,934 -9%
LFG
78
Larson Financial Group
Missouri
$14.3M -$1.03M -16,544 -7%
LFS
79
Lutz Financial Services
Nebraska
$14.3M +$31.6K +507 +0.2%
DF
80
DecisionPoint Financial
Arizona
$14.1M +$1.54M +25,950 +12%
FPCG
81
Forum Private Client Group
Indiana
$13.7M +$1.38M +22,133 +11%
MWM
82
Mission Wealth Management
California
$13M +$868K +13,916 +7%
FWM
83
FMFE Wealth Management
New York
$12.7M -$8.92K -143 -0.1%
EWA
84
EP Wealth Advisors
California
$12.7M -$282K -4,518 -2%
ASI
85
Advisory Services & Investments
Oregon
$12.4M +$245K +3,937 +2%
FSWA
86
Financial Synergies Wealth Advisors
Texas
$12.1M +$11.6M +185,337 +2,038%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$12M +$1.32M +21,186 +12%
SL
88
Systelligence LLC
Minnesota
$12M -$28.6K -459 -0.2%
OCM
89
One Capital Management
California
$11.8M +$7.9M +126,749 +205%
AIA
90
Armor Investment Advisors
North Carolina
$11.6M +$1.13M +18,132 +11%
CA
91
CGN Advisors
Kansas
$11.6M -$3.48M -55,841 -23%
Osaic Holdings
92
Osaic Holdings
Arizona
$11.6M +$744K +11,936 +7%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$11.5M +$6.31M +101,253 +121%
WF
94
Williams Financial
Vermont
$11.5M +$11.5M +184,443 New
AA
95
Aire Advisors
California
$11.2M +$17.3K +278 +0.2%
WFA
96
West Financial Advisors
Iowa
$11.2M +$59.1K +948 +0.5%
AIS
97
American Investment Services
Massachusetts
$11.1M -$106K -1,708 -0.9%
GCM
98
G2 Capital Management
Ohio
$10.9M +$114K +1,833 +1%
MSWM
99
McGlone Suttner Wealth Management
Wisconsin
$10.8M -$395K -6,334 -4%
DAS
100
Dynamic Advisor Solutions
Arizona
$10.6M +$564K +9,050 +6%
2 3
4
5 6