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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$5.35M -$669K -12,738 -11%
CCM
127
Colorado Capital Management
Colorado
$5.32M -$22.6K -431 -0.4%
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
$5.3M +$363K +6,925 +7%
RLWM
129
RF&L Wealth Management
Massachusetts
$5.21M +$20.9K +398 +0.4%
WT
130
Whittier Trust
California
$5.12M +$262 +5 +0%
PFG
131
Pinnacle Financial Group
Illinois
$5.12M +$194K +3,690 +4%
ZF
132
Zhang Financial
Michigan
$5.06M +$574K +10,938 +13%
RWM
133
Ruedi Wealth Management
Illinois
$4.97M +$265K +5,040 +6%
HR
134
Hardy Reed
Mississippi
$4.88M -$105 -2 -0%
HIGP
135
Hill Investment Group Partners
Missouri
$4.86M -$2.1K -40 -0%
WFAG
136
Wescott Financial Advisory Group
Pennsylvania
$4.84M +$507K +9,655 +12%
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$4.82M +$511K +9,739 +12%
Cambridge Investment Research Advisors
138
Cambridge Investment Research Advisors
Iowa
$4.8M +$289K +5,500 +6%
AA
139
Advisory Alpha
Michigan
$4.6M -$96.1K -1,830 -2%
ALWM
140
Andrews Lucia Wealth Management
California
$4.52M -$14.2K -270 -0.3%
FCI
141
Financial Counselors Inc
Kansas
$4.51M +$200K +3,810 +5%
RJA
142
Raymond James & Associates
Florida
$4.42M +$187K +3,558 +4%
GAM
143
GEM Asset Management
Michigan
$4.3M +$473K +9,002 +12%
MFAM
144
M Financial Asset Management
Oregon
$4.19M +$56.8K +1,083 +1%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$4.13M +$236K +4,493 +6%
WW
146
Waterfront Wealth
Kansas
$4.1M -$1.69K -34 -0%
BAM
147
Bayshore Asset Management
Florida
$4.1M -$127K -2,423 -3%
MML Investors Services
148
MML Investors Services
Massachusetts
$4.09M +$554K +10,561 +16%
PWA
149
Physician Wealth Advisors
Utah
$4M +$35.8K +689 +0.9%
EFP
150
Envision Financial Planning
Tennessee
$3.96M +$3.96M +75,449 New
4 5
6
7 8