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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
126
Wealthstream Advisors
New York
$2.32M 48,238 -502 -1%
SP
127
Symmetry Partners
Connecticut
$2.3M 47,996 – –
CAM
128
Cresset Asset Management
Illinois
$2.25M 46,801 +25,866 +124%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$2.12M 44,169 +2,089 +5%
PO
130
Private Ocean
California
$2.04M 42,462 -5,393 -11%
Wells Fargo
131
Wells Fargo
California
$2.01M 41,765 -1,719 -4%
CWS
132
Cypress Wealth Services
California
$1.93M 40,108 -4,924 -11%
WCWM
133
Willow Creek Wealth Management
California
$1.8M 37,450 -219 -0.6%
DADC
134
D.A. Davidson & Co
Montana
$1.73M 35,978 +5,491 +18%
AIA
135
Armor Investment Advisors
North Carolina
$1.72M 35,762 +1,837 +5%
SC
136
Shearwater Capital
Colorado
$1.68M 34,909 -185 -0.5%
WSTAM
137
Wilbanks Smith & Thomas Asset Management
Virginia
$1.68M 34,911 +73 +0.2%
KAS
138
Kestra Advisory Services
Texas
$1.64M 34,222 +3,491 +11%
BA
139
Bridgewater Advisors
New York
$1.61M 33,472 +6,285 +23%
CSWM
140
Cassady Schiller Wealth Management
Ohio
$1.6M 33,370 +16,870 +102%
AFS
141
Annapolis Financial Services
Maryland
$1.58M 32,929 +6,565 +25%
LFA
142
Lauterbach Financial Advisors
Texas
$1.56M 32,413 -160 -0.5%
HWM
143
Hemington Wealth Management
Virginia
$1.56M 32,416 – –
TF
144
TIAA FSB
Florida
$1.47M 30,584 -208 -0.7%
RA
145
RFG Advisory
Alabama
$1.44M 27,023 +11 +0%
CWG
146
Crown Wealth Group
North Carolina
$1.43M 29,703 -4,637 -14%
IAG
147
Investment Advisory Group
Massachusetts
$1.42M 29,604 +1 +0%
MA
148
Montag & Associates
Georgia
$1.38M 28,747 – –
WFAG
149
Wescott Financial Advisory Group
Pennsylvania
$1.37M 28,499 +12,240 +75%
SIAG
150
Safeguard Investment Advisory Group
California
$1.36M 24,183 +24,183 New
4 5
6
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