DFAS icon

Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

370 hedge funds and large institutions have $2.5B invested in Dimensional US Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 166 increasing their positions, 89 reducing their positions, and 24 closing their positions.

Holders
370
Holders Change
+12
Holders Change %
+3.35%
% of All Funds
6.4%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.9%
New
36
Increased
166
Reduced
89
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$392M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$24.2M
3
IFA
3
Index Fund Advisors
California
$320M
4
Bank of America
4
Bank of America
North Carolina
$23.6M
5
FCG
5
Financial Connections Group
California
$6.28M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$21.4M
2
Jane Street
2
Jane Street
New York
$676K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.2M
4
SWM
4
Spire Wealth Management
Virginia
$4.68M
5
CWG
5
Crown Wealth Group
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HR
101
Hardy Reed
Mississippi
$3.58M 76,959 +10,701 +16%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$3.56M 76,569 +5,215 +7%
GAM
103
Gemmer Asset Management
California
$3.4M 73,039 +23,343 +47%
UBS Group
104
UBS Group
Switzerland
$3.37M 72,460 +8,747 +14%
PWA
105
Physician Wealth Advisors
Utah
$3.37M 67,999 +15,995 +31%
KAM
106
Kraft Asset Management
Tennessee
$3.31M 71,236 +78 +0.1%
AA
107
Advisory Alpha
Michigan
$3.31M 71,243 +71,243 New
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$3.29M 70,687 +4,575 +7%
SWM
109
Soundmark Wealth Management
Washington
$3.2M 68,756 +3,927 +6%
AC
110
Apella Capital
Connecticut
$3.15M 67,804 -135 -0.2%
DAS
111
Dynamic Advisor Solutions
Arizona
$3.1M 66,592 +9,203 +16%
KAS
112
Kestra Advisory Services
Texas
$2.96M 63,712 +29,490 +86%
MFAM
113
M Financial Asset Management
Oregon
$2.96M 63,531 -557 -0.9%
EP
114
Equius Partners
California
$2.86M 61,450 -2,273 -4%
FWTB
115
First Western Trust Bank
Colorado
$2.79M 59,974 -918 -2%
IF
116
Ironwood Financial
Arizona
$2.78M 59,774 – –
DWM
117
Dopkins Wealth Management
New York
$2.68M 57,544 -2,813 -5%
3LCM
118
3D/L Capital Management
Connecticut
$2.65M 56,975 +676 +1%
IAG
119
Investmark Advisory Group
Connecticut
$2.6M 55,845 +1,863 +3%
FOA
120
Five Oceans Advisors
California
$2.6M 55,821 +6,530 +13%
BBNB
121
Baker Boyer National Bank
Washington
$2.58M 55,440 -11,493 -17%
Northern Trust
122
Northern Trust
Illinois
$2.53M 5,441,709 +139,921 +3%
GPWA
123
Great Point Wealth Advisors
Massachusetts
$2.49M 53,425 -28,310 -35%
Bank of New York Mellon
124
Bank of New York Mellon
New York
$2.45M 52,756 -214 -0.4%
PAG
125
Private Advisor Group
New Jersey
$2.36M 50,735 +745 +1%
3 4
5
6 7