DFAS icon

Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$542M
2
FNT
2
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$14.6M
4
Bank of America
4
Bank of America
North Carolina
$58.2M
5
FCB
5
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$126M
3
ACP
3
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
4
Northern Trust
Illinois
$309M
5
KCM
5
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
126
Pinnacle Financial Group
Illinois
$5.14M +$306K +5,577 +6%
HR
127
Hardy Reed
Mississippi
$5.09M +$224K +4,084 +5%
HIGP
128
Hill Investment Group Partners
Missouri
$5.08M -$391K -7,144 -7%
KA
129
Kooman & Associates
Pennsylvania
$4.99M +$424K +7,746 +9%
RWM
130
Ruedi Wealth Management
Illinois
$4.92M -$144K -2,632 -3%
AA
131
Advisory Alpha
Michigan
$4.9M +$211K +3,849 +4%
Morgan Stanley
132
Morgan Stanley
New York
$4.87M +$3.4M +62,127 +232%
MWM
133
Merriman Wealth Management
Washington
$4.86M +$4.3M +78,414 +770%
ALWM
134
Andrews Lucia Wealth Management
California
$4.73M +$91.8K +1,676 +2%
WW
135
Waterfront Wealth
Kansas
$4.71M +$238K +4,172 +5%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$4.71M +$421K +7,689 +10%
ZF
137
Zhang Financial
Michigan
$4.69M +$1.09M +19,824 +30%
BAM
138
Bayshore Asset Management
Florida
$4.56M -$270K -4,769 -6%
WFAG
139
Wescott Financial Advisory Group
Pennsylvania
$4.52M +$1.23M +22,428 +37%
Cetera Investment Advisers
140
Cetera Investment Advisers
Illinois
$4.5M +$26K +474 +0.6%
FCI
141
Financial Counselors Inc
Kansas
$4.5M +$30.1K +549 +0.7%
RJA
142
Raymond James & Associates
Florida
$4.42M -$1.23M -22,439 -22%
MFAM
143
M Financial Asset Management
Oregon
$4.31M +$511K +9,323 +13%
PWA
144
Physician Wealth Advisors
Utah
$4.21M -$214K -3,886 -5%
FWM
145
FMB Wealth Management
California
$4.15M -$54.6K -996 -1%
PFO
146
Pathstone Family Office
New Jersey
$4.14M +$3.03M +55,344 +273%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$4.07M -$146K -2,663 -3%
GAM
148
GEM Asset Management
Michigan
$3.99M +$443K +8,075 +12%
FWS
149
FinDec Wealth Services
California
$3.91M +$105K +1,908 +3%
FWTB
150
First Western Trust Bank
Colorado
$3.89M +$64.7K +1,181 +2%
4 5
6
7 8