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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

328 hedge funds and large institutions have $2.63B invested in Dimensional US Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 11 closing their positions.

Holders
328
Holders Change
+91
Holders Change %
+38.4%
% of All Funds
5.07%
Holding in Top 10
53
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+152.38%
% of All Funds
0.82%
New
105
Increased
102
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IFA
1
Index Fund Advisors
California
$412M
2
RCG
2
Resource Consulting Group
Florida
$82M
3
MRWM
3
ML&R Wealth Management
Texas
$37.2M
4
DFS
4
Dixon Fnancial Services
California
$37.1M
5
Creative Planning
5
Creative Planning
Kansas
$395M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
CCM
2
Carlson Capital Management
Minnesota
$26.9M
3
SWM
3
Soundmark Wealth Management
Washington
$3.77M
4
BPA
4
Beacon Pointe Advisors
California
$4.24M
5
PL
5
Plancorp LLC
Missouri
$93.7M
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
101
Dynamic Advisor Solutions
Arizona
$2.66M 44,368 +3,162 +8%
CWS
102
Cypress Wealth Services
California
$2.62M 43,628 +1,889 +5%
SP
103
Symmetry Partners
Connecticut
$2.61M 43,565 – –
AWP
104
Abacus Wealth Partners
California
$2.51M 41,913 -593 -1%
SEA
105
Stegent Equity Advisors
Texas
$2.43M 40,471 +40,471 New
PAG
106
Private Advisor Group
New Jersey
$2.41M 40,154 +10,574 +36%
WFA
107
Wade Financial Advisory
California
$2.38M 39,632 – –
Baird Financial Group
108
Baird Financial Group
Wisconsin
$2.35M 39,085 -4,057 -9%
CA
109
CGN Advisors
Kansas
$2.35M 39,088 +2,870 +8%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$2.3M 38,386 +435 +1%
WCWM
111
Willow Creek Wealth Management
California
$2.27M 37,804 +31 +0.1%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$2.19M 36,511 +9,123 +33%
FOA
113
Five Oceans Advisors
California
$2.13M 35,529 -570 -2%
SC
114
Shearwater Capital
Colorado
$2.13M 35,510 +35,510 New
WSTAM
115
Wilbanks Smith & Thomas Asset Management
Virginia
$2.09M 34,802 +673 +2%
UBS Group
116
UBS Group
Switzerland
$2.08M 34,626 +11,468 +50%
LFA
117
Lauterbach Financial Advisors
Texas
$1.98M 32,922 +32,922 New
JWA
118
JFS Wealth Advisors
Pennsylvania
$1.94M 32,374 +117 +0.4%
TF
119
TIAA FSB
Florida
$1.92M 32,073 – –
Mariner
120
Mariner
Kansas
$1.9M 31,635 +31,635 New
KAS
121
Kestra Advisory Services
Texas
$1.74M 28,985 +478 +2%
MA
122
Montag & Associates
Georgia
$1.73M 28,747 – –
OMC
123
Old Mission Capital
Illinois
$1.69M 28,216 +28,216 New
IAG
124
Investment Advisory Group
Massachusetts
$1.66M 29,602 +29,602 New
TC
125
TAGStone Capital
North Carolina
$1.59M 26,543 +26,543 New
3 4
5
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