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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
126
Cascade Wealth Advisors
Washington
$7.96M +$7.96M +135,004 New
AF
127
Allworth Financial
California
$7.89M +$275K +4,411 +4%
KAM
128
KEB Asset Management
Illinois
$7.84M -$85.2K -1,367 -1%
TCM
129
Towneley Capital Management
California
$7.71M -$79.5K -1,276 -1%
AFA
130
Alpha Financial Advisors
North Carolina
$7.67M -$31.5K -506 -0.4%
CWA
131
Continuum Wealth Advisors
New York
$7.64M +$1.17M +18,771 +18%
SWM
132
Sterling Wealth Management
Illinois
$7.52M +$355K +5,696 +5%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$7.51M -$2.72M -43,644 -27%
CPCP
134
Cedar Point Capital Partners
Iowa
$7.48M +$150K +2,408 +2%
AL
135
Aspiriant LLC
California
$7.43M -$157K -2,519 -2%
WFAG
136
Wescott Financial Advisory Group
Pennsylvania
$7.29M +$828K +13,275 +13%
FCA
137
FLC Capital Advisors
California
$7.2M +$140K +2,249 +2%
LG
138
LAM Group
Oregon
$6.88M +$125K +2,011 +2%
CWM
139
CarsonAllaria Wealth Management
Illinois
$6.87M +$4.8K +77 +0.1%
BWA
140
Bordeaux Wealth Advisors
California
$6.79M -$149K -2,394 -2%
PFG
141
Pinnacle Financial Group
Illinois
$6.77M +$618K +9,916 +10%
ACC
142
Acorn Creek Capital
Colorado
$6.77M +$309K +4,953 +5%
CA
143
Claris Advisors
Missouri
$6.54M -$87.4K -1,402 -1%
BCA
144
Ballentine Capital Advisors
South Carolina
$6.53M +$6.53M +105,740 New
RWM
145
Ruedi Wealth Management
Illinois
$6.46M +$100K +1,611 +2%
CCA
146
Criterion Capital Advisors
Tennessee
$6.45M +$384K +6,153 +6%
CCM
147
Colorado Capital Management
Colorado
$6.31M -$78.8K -1,264 -1%
TFA
148
Trinity Financial Advisors
Ohio
$6.12M +$935K +15,000 +18%
ZF
149
Zhang Financial
Michigan
$6.12M +$58.7K +941 +1%
RA
150
Ruggaard & Associates
Ohio
$6.1M +$6.1M +97,873 New
4 5
6
7 8