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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$177M
2
PFA
2
Pure Financial Advisors
California
$154M
3
Bank of America
3
Bank of America
North Carolina
$319M
4
OIA
4
OneDigital Investment Advisors
Kansas
$12.2M
5
SC
5
Savant Capital
Illinois
$66.1M

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$1.26M
2
MHS
2
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
4
Symmetry Partners
Connecticut
$0
5
SL
5
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$11.6M +$1.93M +29,789 +20%
AIS
102
American Investment Services
Massachusetts
$11.3M -$336K -5,175 -3%
PIAS
103
PCA Investment Advisory Services
Ohio
$11.3M +$1.44M +22,136 +15%
MWA
104
Monograph Wealth Advisors
California
$10.9M +$869K +13,403 +9%
CPA
105
Cardiff Park Advisors
California
$10.9M +$74.4K +1,147 +0.7%
SIG
106
Spinnaker Investment Group
California
$10.8M +$527K +8,129 +5%
MHB
107
Midwest Heritage Bank
Iowa
$10.6M +$201K +3,097 +2%
SWM
108
Sterling Wealth Management
Illinois
$10.5M +$2.03M +31,370 +24%
W
109
WorthPointe
California
$10.5M -$1.62K -25 -0%
AFS
110
Annapolis Financial Services
Maryland
$10.5M +$1.05M +16,129 +11%
DP
111
Divergent Planning
Maryland
$10.2M +$436K +6,771 +4%
OCM
112
One Capital Management
California
$10.1M +$180K +2,781 +2%
AF
113
Allworth Financial
California
$10M +$822K +12,677 +9%
Stifel Financial
114
Stifel Financial
Missouri
$9.87M +$4.46M +68,746 +82%
EW
115
Enzi Wealth
Texas
$9.87M +$303K +4,634 +3%
AA
116
Advisory Alpha
Michigan
$9.87M +$393K +6,052 +4%
BA
117
Bridgewater Advisors
New York
$9.74M -$80.6K -1,240 -0.8%
WFAG
118
Wescott Financial Advisory Group
Pennsylvania
$9.64M +$723K +11,150 +8%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$9.59M +$1.11M +17,083 +13%
CPA
120
Capital Performance Advisors
California
$9.36M +$3.96K +61 +0%
BP
121
BWM Planning
Texas
$9.33M +$9.33M +143,800 New
MCM
122
MAI Capital Management
Ohio
$9.18M -$9.08K -140 -0.1%
EFP
123
Envision Financial Planning
Tennessee
$9.18M +$3.21M +49,493 +54%
MSWM
124
McGlone Suttner Wealth Management
Wisconsin
$9.15M -$2.47M -38,087 -21%
SWG
125
Summit Wealth Group
Vermont
$9.15M +$8.46M +130,436 +1,233%
3 4
5
6 7