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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
101
Colorado Capital Management
Colorado
$5.34M -$142K -2,784 -3%
CA
102
Claris Advisors
Missouri
$5.33M -$139K -2,714 -3%
PWM
103
PBMares Wealth Management
Virginia
$5.3M -$602K -11,766 -10%
RCI
104
RS Crum Inc
California
$5.27M +$285K +5,567 +6%
UCFA
105
United Capital Financial Advisors
Texas
$5.19M -$15.9K -310 -0.3%
MHB
106
Midwest Heritage Bank
Iowa
$5.18M -$209K -4,095 -4%
RJA
107
Raymond James & Associates
Florida
$5.18M +$149K +2,904 +3%
CWM
108
CarsonAllaria Wealth Management
Illinois
$5.16M +$253K +4,952 +5%
AC
109
Avestar Capital
New York
$5.16M +$144K +2,815 +3%
HIGP
110
Hill Investment Group Partners
Missouri
$5.13M -$124K -2,421 -2%
HighTower Advisors
111
HighTower Advisors
Illinois
$5.1M +$946K +18,506 +23%
RLWM
112
RF&L Wealth Management
Massachusetts
$5.06M +$5.06M +98,900 New
CWA
113
Continuum Wealth Advisors
New York
$4.98M +$4.98M +97,303 New
Osaic Holdings
114
Osaic Holdings
Arizona
$4.96M +$551K +10,767 +12%
WT
115
Whittier Trust
California
$4.91M – – –
MSWM
116
McGlone Suttner Wealth Management
Wisconsin
$4.85M +$4.85M +94,747 New
BA
117
Bridgewater Advisors
New York
$4.84M +$2.62M +51,135 +117%
RWM
118
Ruedi Wealth Management
Illinois
$4.78M +$4.78M +93,446 New
KCM
119
KM Capital Management
Texas
$4.69M +$4.69M +91,653 New
SSC
120
Syverson Strege & Co
Iowa
$4.55M +$212K +4,153 +5%
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$4.41M +$287K +5,618 +7%
BAM
122
Bayshore Asset Management
Florida
$4.39M +$22.7K +444 +0.5%
TFG
123
Tilson Financial Group
New Jersey
$4.32M +$4.32M +84,471 New
HR
124
Hardy Reed
Mississippi
$4.29M +$358K +6,998 +9%
ALWM
125
Andrews Lucia Wealth Management
California
$4.26M +$7.52K +147 +0.2%
3 4
5
6 7