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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
101
KEB Asset Management
Illinois
$7.17M -$55.7K -1,061 -0.8%
AFS
102
Annapolis Financial Services
Maryland
$7.11M +$792K +15,096 +13%
Cerity Partners
103
Cerity Partners
New York
$7.07M -$489K -9,311 -6%
EW
104
Enzi Wealth
Texas
$7.06M +$849K +16,670 +14%
SWM
105
Spire Wealth Management
Virginia
$6.95M +$18.4K +351 +0.3%
TCPWM
106
Traverso Chambers Private Wealth Management
California
$6.84M +$28K +534 +0.4%
CS
107
Comerica Securities
Michigan
$6.61M -$134K -2,558 -2%
AF
108
Allworth Financial
California
$6.54M +$634K +12,072 +11%
BA
109
Bridgewater Advisors
New York
$6.54M +$626K +11,934 +11%
AL
110
Aspiriant LLC
California
$6.42M -$310K -5,906 -5%
AFA
111
Alpha Financial Advisors
North Carolina
$6.41M -$135K -2,565 -2%
SFO
112
Stokes Family Office
Louisiana
$6.14M +$4.17M +79,442 +211%
BWA
113
Bordeaux Wealth Advisors
California
$5.99M -$39.4K -751 -0.7%
FAIM
114
Financial Advocates Investment Management
Washington
$5.87M -$538K -10,248 -8%
LG
115
LAM Group
Oregon
$5.78M -$234K -4,465 -4%
Morgan Stanley
116
Morgan Stanley
New York
$5.69M +$1.03M +19,536 +22%
CWM
117
CarsonAllaria Wealth Management
Illinois
$5.6M +$65.4K +1,246 +1%
CA
118
Claris Advisors
Missouri
$5.56M +$16.9K +322 +0.3%
PWM
119
PBMares Wealth Management
Virginia
$5.52M +$108K +2,062 +2%
UCFA
120
United Capital Financial Advisors
Texas
$5.5M +$331K +6,313 +6%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$5.49M +$4.47M +85,181 +438%
PFM
122
Phillips Financial Management
Indiana
$5.47M +$2.1M +39,979 +62%
FCA
123
FLC Capital Advisors
California
$5.47M +$261K +4,977 +5%
TFG
124
Tilson Financial Group
New Jersey
$5.41M +$374K +7,128 +7%
CWA
125
Continuum Wealth Advisors
New York
$5.37M +$66.6K +1,268 +1%
3 4
5
6 7