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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
126
Cetera Investment Advisers
Illinois
$4.25M +$335K +6,552 +9%
AA
127
Advisory Alpha
Michigan
$4.24M +$593K +11,584 +16%
PWA
128
Physician Wealth Advisors
Utah
$4.18M +$465K +8,513 +13%
FCI
129
Financial Counselors Inc
Kansas
$4.17M +$41.4K +810 +1%
FCA
130
FLC Capital Advisors
California
$4.14M +$4.14M +80,891 New
ACP
131
Aveo Capital Partners
Colorado
$4.1M +$4.1M +80,224 New
FWM
132
FMB Wealth Management
California
$3.83M +$3.83M +74,915 New
SIS
133
Strategic Investment Solutions
Illinois
$3.81M +$3.81M +65,867 New
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$3.67M +$52.8K +1,033 +1%
KAM
135
Kraft Asset Management
Tennessee
$3.65M +$5.73K +112 +0.2%
DAS
136
Dynamic Advisor Solutions
Arizona
$3.62M +$217K +4,236 +6%
SWM
137
Soundmark Wealth Management
Washington
$3.59M +$68.3K +1,336 +2%
AFS
138
Annapolis Financial Services
Maryland
$3.54M +$994K +19,442 +39%
FWS
139
FinDec Wealth Services
California
$3.46M +$3.46M +67,649 New
AC
140
Apella Capital
Connecticut
$3.39M -$74.7K -1,461 -2%
FWTB
141
First Western Trust Bank
Colorado
$3.39M +$322K +6,293 +10%
MFAM
142
M Financial Asset Management
Oregon
$3.24M -$25.9K -504 -0.8%
IAG
143
Investmark Advisory Group
Connecticut
$3.12M +$265K +5,175 +9%
EP
144
Equius Partners
California
$3.11M -$35.8K -700 -1%
IF
145
Ironwood Financial
Arizona
$3.06M – – –
FTUS
146
Flow Traders U.S.
New York
$3.04M +$3.04M +59,411 New
AFG
147
Altiora Financial Group
Ohio
$2.98M +$2.98M +58,233 New
DWM
148
Dopkins Wealth Management
New York
$2.97M +$22.9K +448 +0.8%
EA
149
Efficient Advisors
Ohio
$2.95M +$2.68M +52,323 +986%
GAM
150
GEM Asset Management
Michigan
$2.9M +$2.9M +56,748 New
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6
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