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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

216 hedge funds and large institutions have $1.5B invested in Dimensional US Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+215
Holders Change %
+21,500%
% of All Funds
3.77%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
%
% of All Funds
0.38%
New
215
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$335M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$146M
3
TWA
3
TCI Wealth Advisors
Arizona
$96.1M
4
PL
4
Plancorp LLC
Missouri
$92.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$86.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
126
D.A. Davidson & Co
Montana
$506K +$506K +8,660 New
RCAG
127
Rehmann Capital Advisory Group
Michigan
$496K +$496K +8,490 New
OPCM
128
Osborne Partners Capital Management
California
$493K +$493K +8,443 New
CA
129
Cornerstone Advisory
Maryland
$492K +$492K +8,431 New
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$482K +$482K +8,247 New
RSWM
131
Robertson Stephens Wealth Management
California
$473K +$473K +8,101 New
WCM
132
Wealthcare Capital Management
Virginia
$466K +$466K +7,983 New
LNWWM
133
Laird Norton Wetherby Wealth Management
California
$458K +$458K +7,848 New
CFS
134
CRA Financial Services
New Jersey
$451K +$451K +7,720 New
SFSIG
135
San Francisco Sentry Investment Group
California
$443K +$443K +7,589 New
CFGS
136
Concourse Financial Group Securities
Alabama
$426K +$426K +7,288 New
B
137
Bridgeworth
Alabama
$412K +$412K +7,048 New
CA
138
Cetera Advisors
Colorado
$397K +$397K +6,805 New
Fidelity Investments
139
Fidelity Investments
Massachusetts
$394K +$394K +6,748 New
MWC
140
MBM Wealth Consultants
Missouri
$390K +$390K +6,670 New
DPI
141
Diversified Portfolios Inc
Michigan
$387K +$387K +6,619 New
SIAG
142
Safeguard Investment Advisory Group
California
$385K +$385K +6,602 New
Brown Advisory
143
Brown Advisory
Maryland
$383K +$383K +6,554 New
MA
144
MUFG Americas
New York
$377K +$377K +6,453 New
CAN
145
Cetera Advisor Networks
California
$373K +$373K +6,382 New
AFA
146
American Financial Advisors
Georgia
$369K +$369K +6,320 New
OFG
147
Oxford Financial Group
Indiana
$368K +$368K +6,304 New
AIA
148
Angeles Investment Advisors
California
$362K +$362K +6,204 New
IAN
149
Integrated Advisors Network
Texas
$357K +$357K +6,114 New
RM
150
Resource Management
Louisiana
$341K +$341K +5,839 New
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6
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