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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$177M
2
PFA
2
Pure Financial Advisors
California
$154M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
OIA
4
OneDigital Investment Advisors
Kansas
$12.2M
5
SC
5
Savant Capital
Illinois
$66.1M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$1.26M
2
MHS
2
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
4
Symmetry Partners
Connecticut
$0
5
SL
5
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPCG
76
Forum Private Client Group
Indiana
$15.5M +$734K +11,315 +5%
BPA
77
Beacon Pointe Advisors
California
$15.1M -$112K -1,724 -0.7%
AF
78
Advisornet Financial
Minnesota
$15.1M -$9.28K -143 -0.1%
LFS
79
Lutz Financial Services
Nebraska
$14.8M +$50.4K +777 +0.3%
Morgan Stanley
80
Morgan Stanley
New York
$14.4M +$1.17M +18,055 +9%
WFA
81
West Financial Advisors
Iowa
$14.4M +$2.57M +39,574 +22%
PFM
82
Phillips Financial Management
Indiana
$14.4M +$2.1M +32,418 +17%
MFG
83
Mendota Financial Group
Wisconsin
$14.4M +$2.08M +32,086 +17%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$14.2M +$576K +8,888 +4%
AIA
85
Armor Investment Advisors
North Carolina
$14.1M +$986K +15,200 +8%
PWP
86
Parkwoods Wealth Partners
New York
$13.8M +$13.8M +212,574 New
EWA
87
EP Wealth Advisors
California
$13.6M -$62.4K -962 -0.5%
MWM
88
Mission Wealth Management
California
$13.4M -$164K -2,530 -1%
LFG
89
Larson Financial Group
Missouri
$13.3M -$726K -11,194 -5%
FFA
90
Farther Finance Advisors
California
$13.2M +$8.05M +124,105 +157%
PWM
91
PBMares Wealth Management
Virginia
$13.1M +$4.42M +68,107 +51%
GHA
92
Granite Harbor Advisors
Texas
$12.6M +$2.3M +35,474 +22%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$12.6M +$984K +15,176 +8%
WF
94
Williams Financial
Vermont
$12.3M +$216K +3,330 +2%
ASI
95
Advisory Services & Investments
Oregon
$12.3M -$857K -13,216 -7%
OIA
96
OneDigital Investment Advisors
Kansas
$12.2M +$11.7M +180,339 +2,432%
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$11.9M -$1.44M -22,151 -11%
AA
98
Aire Advisors
California
$11.8M -$265K -4,081 -2%
GCM
99
G2 Capital Management
Ohio
$11.8M +$256K +3,951 +2%
HIP
100
HUB Investment Partners
Texas
$11.6M +$954K +14,712 +9%
2 3
4
5 6