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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$177M
2
PFA
Pure Financial Advisors
California
$154M
3
Bank of America
Bank of America
North Carolina
$319M
4
OIA
OneDigital Investment Advisors
Kansas
$12.2M
5
SC
Savant Capital
Illinois
$66.1M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$1.26M
2
MHS
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
Symmetry Partners
Connecticut
$0
5
SL
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
126
Cascade Wealth Advisors
Washington
$9M -$162K -2,503 -2%
GAM
127
Gemmer Asset Management
California
$8.95M -$74.6K -1,150 -0.8%
1WM
128
1900 Wealth Management
Texas
$8.71M -$29K -447 -0.3%
FFM
129
Forum Financial Management
Illinois
$8.38M +$6.62K +102 +0.1%
SWM
130
Spire Wealth Management
Virginia
$8.36M -$124K -1,905 -1%
CCM
131
Colorado Capital Management
Colorado
$8.33M +$1.14M +17,583 +16%
NA
132
NewEdge Advisors
Louisiana
$8.18M -$7.22M -111,300 -47%
KAM
133
KEB Asset Management
Illinois
$8.06M -$28.2K -435 -0.3%
TWP
134
TFO Wealth Partners
Ohio
$7.97M -$532K -8,204 -6%
ACC
135
Acorn Creek Capital
Colorado
$7.91M +$611K +9,416 +8%
Osaic Holdings
136
Osaic Holdings
Arizona
$7.89M +$3.83M +59,042 +94%
FCA
137
FLC Capital Advisors
California
$7.8M +$160K +2,469 +2%
AFA
138
Alpha Financial Advisors
North Carolina
$7.73M -$30K -463 -0.4%
CPCP
139
Cedar Point Capital Partners
Iowa
$7.69M -$168K -2,592 -2%
RWM
140
Ruedi Wealth Management
Illinois
$7.57M +$183K +2,827 +2%
DB
141
Dravo Bay
Delaware
$7.55M +$7.55M +116,471 New
AL
142
Aspiriant LLC
California
$7.41M -$7.14K -110 -0.1%
CWM
143
CarsonAllaria Wealth Management
Illinois
$7.35M +$16.3K +252 +0.2%
BCA
144
Ballentine Capital Advisors
South Carolina
$7.32M +$91.2K +1,406 +1%
PSP
145
Pacific Sage Partners
Washington
$7.22M +$466K +7,181 +7%
LG
146
LAM Group
Oregon
$7.21M +$8.37K +129 +0.1%
RA
147
Ruggaard & Associates
Ohio
$7.06M +$271K +4,182 +4%
HR
148
Hardy Reed
Mississippi
$6.93M +$376K +5,792 +6%
PFG
149
Pinnacle Financial Group
Illinois
$6.9M -$157K -2,425 -2%
UFA
150
US Financial Advisors
Massachusetts
$6.87M +$513K +7,910 +8%
4 5
6
7 8