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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

318 hedge funds and large institutions have $2.59B invested in Dimensional US Small Cap ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 77 reducing their positions, and 53 closing their positions.

Holders
318
Holders Change
-10
Holders Change %
-3.05%
% of All Funds
5.03%
Holding in Top 10
46
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.21%
% of All Funds
0.73%
New
46
Increased
123
Reduced
77
Closed
53
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$400M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
3
BFG
3
Bouchey Financial Group
New York
$26M
4
AF
4
Advisornet Financial
Minnesota
$13.8M
5
EWA
5
EP Wealth Advisors
California
$13.3M

Top Sellers

1
MAM
1
McLean Asset Management
Virginia
$0
2
LPL Financial
2
LPL Financial
California
$0
3
MSWMA
3
Market Street Wealth Management Advisors
Indiana
$0
4
PCI
4
Planning Center Inc
Illinois
$0
5
PWM
5
PBMares Wealth Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
101
SC&H Financial Advisors
Maryland
$2.88M +$266K +4,754 +10%
WFA
102
Wade Financial Advisory
California
$2.74M +$516K +9,212 +23%
WA
103
Wealthstream Advisors
New York
$2.73M +$12.2K +217 +0.4%
SP
104
Symmetry Partners
Connecticut
$2.69M +$248K +4,431 +10%
PO
105
Private Ocean
California
$2.68M +$168 +3 +0%
CWS
106
Cypress Wealth Services
California
$2.53M +$78.7K +1,404 +3%
Osaic Holdings
107
Osaic Holdings
Arizona
$2.49M -$1.06M -18,918 -30%
Wells Fargo
108
Wells Fargo
California
$2.44M -$54K -964 -2%
HR
109
Hardy Reed
Mississippi
$2.38M +$2.38M +42,498 New
Baird Financial Group
110
Baird Financial Group
Wisconsin
$2.36M +$168K +2,995 +8%
CWM
111
Congress Wealth Management
Massachusetts
$2.26M +$2.26M +40,285 New
WCWM
112
Willow Creek Wealth Management
California
$2.11M -$7.57K -135 -0.4%
SL
113
Systelligence LLC
Minnesota
$2.07M +$2.07M +36,839 New
Bank of New York Mellon
114
Bank of New York Mellon
New York
$2.05M -$492K -8,770 -19%
FOA
115
Five Oceans Advisors
California
$2.01M +$14.7K +262 +0.7%
SC
116
Shearwater Capital
Colorado
$1.97M -$23.3K -416 -1%
CWG
117
Crown Wealth Group
North Carolina
$1.93M +$1.93M +34,340 New
AIA
118
Armor Investment Advisors
North Carolina
$1.9M +$1.9M +33,925 New
SC
119
Schoolcraft Capital
Colorado
$1.86M +$654K +11,669 +54%
WSTAM
120
Wilbanks Smith & Thomas Asset Management
Virginia
$1.84M +$1.9K +36 +0.1%
LFA
121
Lauterbach Financial Advisors
Texas
$1.83M -$19.6K -349 -1%
HWM
122
Hemington Wealth Management
Virginia
$1.82M +$1.82M +32,416 New
TF
123
TIAA FSB
Florida
$1.73M -$71.8K -1,281 -4%
KAS
124
Kestra Advisory Services
Texas
$1.72M +$97.9K +1,746 +6%
DADC
125
D.A. Davidson & Co
Montana
$1.71M +$225K +4,015 +15%
3 4
5
6 7