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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
101
Osaic Holdings
Arizona
$3.27M 68,140 +23,741 +53%
AC
102
Apella Capital
Connecticut
$3.26M 67,939 +67,939 New
BBNB
103
Baker Boyer National Bank
Washington
$3.21M 66,933 -5,906 -8%
HR
104
Hardy Reed
Mississippi
$3.18M 66,258 +23,760 +56%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$3.17M 66,112 -85 -0.1%
SWM
106
Soundmark Wealth Management
Washington
$3.11M 64,829 -50 -0.1%
MFAM
107
M Financial Asset Management
Oregon
$3.08M 64,088 -504 -0.8%
EP
108
Equius Partners
California
$3.06M 63,723 -6,067 -9%
UBS Group
109
UBS Group
Switzerland
$3.06M 63,713 +3,581 +6%
FWTB
110
First Western Trust Bank
Colorado
$2.94M 60,892 -6,908 -10%
DWM
111
Dopkins Wealth Management
New York
$2.9M 60,357 +2,011 +3%
IF
112
Ironwood Financial
Arizona
$2.87M 59,774 +59,774 New
PWA
113
Physician Wealth Advisors
Utah
$2.77M 52,004 +21,720 +72%
DAS
114
Dynamic Advisor Solutions
Arizona
$2.76M 57,389 +57,389 New
3LCM
115
3D/L Capital Management
Connecticut
$2.7M 56,299 +199 +0.4%
IAG
116
Investmark Advisory Group
Connecticut
$2.59M 53,982 +2,196 +4%
SHFA
117
SC&H Financial Advisors
Maryland
$2.55M 53,106 +1,778 +3%
Northern Trust
118
Northern Trust
Illinois
$2.55M 5,301,788 +148,073 +3%
Bank of New York Mellon
119
Bank of New York Mellon
New York
$2.54M 52,970 +16,454 +45%
MML Investors Services
120
MML Investors Services
Massachusetts
$2.45M 50,987 -24,873 -33%
PAG
121
Private Advisor Group
New Jersey
$2.4M 49,990 +49,990 New
GAM
122
Gemmer Asset Management
California
$2.39M 49,696 +23,869 +92%
FOA
123
Five Oceans Advisors
California
$2.37M 49,291 +13,500 +38%
SL
124
Systelligence LLC
Minnesota
$2.35M 48,874 +12,035 +33%
WFA
125
Wade Financial Advisory
California
$2.35M 48,844 – –
3 4
5
6 7