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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.31%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.63B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M
3
AA
Aire Advisors
California
$8.02M
4
Northern Trust
Northern Trust
Illinois
$301M
5
TWP
TFO Wealth Partners
Ohio
$7.11M

Top Sellers

1
Jane Street
Jane Street
New York
$657K
2
AAS
Avantax Advisory Services
Texas
$2.82M
3
MWM
Merriman Wealth Management
Washington
$537K
4
Creative Planning
Creative Planning
Kansas
$480M
5
MWM
Modera Wealth Management
New Jersey
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALWM
126
Andrews Lucia Wealth Management
California
$4.46M +$77.8K +1,476 +2%
KA
127
Kooman & Associates
Pennsylvania
$4.39M +$3.59M +68,062 +444%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$4.31M -$75.4K -1,430 -2%
FCI
129
Financial Counselors Inc
Kansas
$4.3M +$2.06K +39 +0%
PWA
130
Physician Wealth Advisors
Utah
$4.22M +$199K +3,793 +5%
WW
131
Waterfront Wealth
Kansas
$4.14M +$3.14M +59,541 +314%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$4.12M -$422K -8,008 -9%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$4.05M +$271K +5,144 +7%
FWM
134
FMB Wealth Management
California
$4.05M +$97.2K +1,844 +2%
FWTB
135
First Western Trust Bank
Colorado
$3.68M +$186K +3,537 +5%
MFAM
136
M Financial Asset Management
Oregon
$3.66M +$336K +6,374 +10%
FWS
137
FinDec Wealth Services
California
$3.65M +$89.9K +1,705 +3%
KAM
138
Kraft Asset Management
Tennessee
$3.65M -$113K -2,143 -3%
SWM
139
Soundmark Wealth Management
Washington
$3.63M -$59.7K -1,132 -2%
SIS
140
Strategic Investment Solutions
Illinois
$3.48M +$13.8K +261 +0.4%
ZF
141
Zhang Financial
Michigan
$3.46M +$1.17M +22,287 +51%
GAM
142
GEM Asset Management
Michigan
$3.41M +$422K +8,011 +14%
IAG
143
Investmark Advisory Group
Connecticut
$3.32M +$108K +2,051 +3%
FTUS
144
Flow Traders U.S.
New York
$3.17M +$42.5K +807 +1%
WFAG
145
Wescott Financial Advisory Group
Pennsylvania
$3.17M +$704K +13,357 +29%
Bank of New York Mellon
146
Bank of New York Mellon
New York
$3.15M +$431K +8,178 +16%
PAG
147
Private Advisor Group
New Jersey
$3.13M +$346K +6,574 +12%
AFG
148
Altiora Financial Group
Ohio
$3.07M +$738 +14 +0%
DWM
149
Dopkins Wealth Management
New York
$3.06M +$949 +18 +0%
BCM
150
Brainard Capital Management
Texas
$2.99M +$892K +16,928 +42%
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