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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$542M
2
FNT
2
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$14.6M
4
Bank of America
4
Bank of America
North Carolina
$58.2M
5
FCB
5
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$126M
3
ACP
3
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
4
Northern Trust
Illinois
$309M
5
KCM
5
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCPWM
101
Traverso Chambers Private Wealth Management
California
$7.11M +$220K +4,012 +3%
CS
102
Comerica Securities
Michigan
$7.04M -$1.99M -36,328 -22%
AL
103
Aspiriant LLC
California
$7.02M – – –
EW
104
Enzi Wealth
Texas
$6.86M +$1.94M +34,449 +39%
AFA
105
Alpha Financial Advisors
North Carolina
$6.83M -$618K -11,283 -8%
FAIM
106
Financial Advocates Investment Management
Washington
$6.69M -$1.1M -20,042 -14%
AFS
107
Annapolis Financial Services
Maryland
$6.6M +$1.34M +24,401 +25%
BWA
108
Bordeaux Wealth Advisors
California
$6.29M +$21.9K +399 +0.3%
NA
109
NewEdge Advisors
Louisiana
$6.29M +$633K +11,547 +11%
LG
110
LAM Group
Oregon
$6.28M -$51.6K -941 -0.8%
HighTower Advisors
111
HighTower Advisors
Illinois
$6.23M +$1.46M +26,674 +31%
BA
112
Bridgewater Advisors
New York
$6.17M +$447K +8,161 +8%
AF
113
Allworth Financial
California
$6.17M -$687K -12,543 -10%
DAS
114
Dynamic Advisor Solutions
Arizona
$5.98M +$1.22M +22,214 +26%
CA
115
Claris Advisors
Missouri
$5.79M +$17.6K +321 +0.3%
CWM
116
CarsonAllaria Wealth Management
Illinois
$5.78M +$261K +4,754 +5%
PWM
117
PBMares Wealth Management
Virginia
$5.65M -$16.8K -307 -0.3%
CCM
118
Colorado Capital Management
Colorado
$5.57M -$89K -1,625 -2%
CWA
119
Continuum Wealth Advisors
New York
$5.54M -$1.73M -31,517 -24%
FCA
120
FLC Capital Advisors
California
$5.44M +$481K +8,779 +10%
RLWM
121
RF&L Wealth Management
Massachusetts
$5.41M +$493 +9 +0%
UCFA
122
United Capital Financial Advisors
Texas
$5.4M -$140K -2,558 -3%
WT
123
Whittier Trust
California
$5.35M +$83K +1,515 +2%
TFG
124
Tilson Financial Group
New Jersey
$5.26M +$470K +8,586 +10%
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$5.15M +$2.22M +40,589 +76%
3 4
5
6 7