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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

574 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+76
Holders Change %
+15.26%
% of All Funds
8.41%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
105
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$81.4M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$56.6M
3
Creative Planning
Creative Planning
Kansas
+$54.3M
4
Bank of America
Bank of America
North Carolina
+$47.4M
5
APF
Alaska Permanent Fund
Alaska
+$35M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$55.5M
2
BFG
Bouchey Financial Group
New York
-$13.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$7.51M
4
SFO
Stokes Family Office
Louisiana
-$6.68M
5
FCG
Financial Connections Group
California
-$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
126
Cambridge Investment Research Advisors
Iowa
$7.31M +$1.86M +31,141 +34%
AF
127
Allworth Financial
California
$7.29M -$144K -2,422 -2%
AL
128
Aspiriant LLC
California
$7.26M -$27.3K -458 -0.4%
CPCP
129
Cedar Point Capital Partners
Iowa
$7.01M +$7.01M +117,606 New
SWM
130
Sterling Wealth Management
Illinois
$6.85M +$6.85M +114,972 New
FCA
131
FLC Capital Advisors
California
$6.76M +$541K +9,070 +9%
MA
132
Mutual Advisors
Nebraska
$6.73M +$2.52M +42,184 +60%
BWA
133
Bordeaux Wealth Advisors
California
$6.64M -$162K -2,718 -2%
CWM
134
CarsonAllaria Wealth Management
Illinois
$6.56M +$197K +3,311 +3%
LG
135
LAM Group
Oregon
$6.46M -$103K -1,731 -2%
CA
136
Claris Advisors
Missouri
$6.33M +$17.8K +299 +0.3%
CWA
137
Continuum Wealth Advisors
New York
$6.18M +$85K +1,426 +1%
WFAG
138
Wescott Financial Advisory Group
Pennsylvania
$6.18M +$688K +11,537 +13%
ACC
139
Acorn Creek Capital
Colorado
$6.18M +$6.18M +103,642 New
CCM
140
Colorado Capital Management
Colorado
$6.11M +$67.9K +1,139 +1%
RWM
141
Ruedi Wealth Management
Illinois
$6.09M +$435K +7,288 +8%
RLWM
142
RF&L Wealth Management
Massachusetts
$5.96M +$48.7K +816 +0.8%
RJA
143
Raymond James & Associates
Florida
$5.92M +$895K +15,007 +18%
PFG
144
Pinnacle Financial Group
Illinois
$5.89M +$74.6K +1,252 +1%
WT
145
Whittier Trust
California
$5.82M +$238 +4 +0%
CCA
146
Criterion Capital Advisors
Tennessee
$5.8M +$5.8M +97,304 New
ZF
147
Zhang Financial
Michigan
$5.8M +$50.5K +847 +0.9%
HWM
148
HFG Wealth Management
Texas
$5.7M +$5.7M +95,584 New
HR
149
Hardy Reed
Mississippi
$5.51M -$37.6K -630 -0.7%
SPIA
150
Steward Partners Investment Advisory
New York
$5.27M +$885K +14,849 +20%
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