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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Market Value Shares Shares
Change 		Shares
Change %
SIM
101
Stratos Investment Management
Ohio
$10.6M 169,915 +169,915 New
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$10.4M 167,572 +32,095 +24%
PFM
103
Phillips Financial Management
Indiana
$10.1M 162,140 +30,223 +23%
W
104
WorthPointe
California
$10.1M 161,526 -259 -0.2%
CPA
105
Cardiff Park Advisors
California
$9.92M 159,204 +3,881 +2%
MWA
106
Monograph Wealth Advisors
California
$9.84M 157,812 -7,635 -5%
Morgan Stanley
107
Morgan Stanley
New York
$9.78M 156,802 -102,886 -40%
MHB
108
Midwest Heritage Bank
Iowa
$9.75M 156,443 +18,400 +13%
SIG
109
Spinnaker Investment Group
California
$9.5M 152,343 +8,808 +6%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$9.5M 152,326 +29,782 +24%
GHA
111
Granite Harbor Advisors
Texas
$9.36M 150,161 +3,852 +3%
CPA
112
Capital Performance Advisors
California
$9.06M 145,253 -1,231 -0.8%
DP
113
Divergent Planning
Maryland
$9.05M 146,643 +146,643 New
MCM
114
MAI Capital Management
Ohio
$8.82M 141,462 +141,462 New
1WM
115
1900 Wealth Management
Texas
$8.75M 140,436 -2,516 -2%
YAL
116
Your Advocates Ltd
Texas
$8.74M 140,211 -12,097 -8%
GAM
117
Gemmer Asset Management
California
$8.64M 138,616 -3,393 -2%
BA
118
Bridgewater Advisors
New York
$8.62M 138,276 -1,399 -1%
MFG
119
Mendota Financial Group
Wisconsin
$8.54M 136,938 +106,004 +343%
FFM
120
Forum Financial Management
Illinois
$8.47M 135,791 -254 -0.2%
EW
121
Enzi Wealth
Texas
$8.34M 142,960 -837 -0.6%
PWM
122
PBMares Wealth Management
Virginia
$8.32M 133,524 +3,993 +3%
SWM
123
Spire Wealth Management
Virginia
$8.26M 132,515 +1,788 +1%
AFS
124
Annapolis Financial Services
Maryland
$8.21M 131,730 -46,508 -26%
TWP
125
TFO Wealth Partners
Ohio
$8.18M 131,205 -2,600 -2%
3 4
5
6 7