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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

216 hedge funds and large institutions have $1.5B invested in Dimensional US Small Cap ETF in 2021 Q2 according to their latest regulatory filings, with 215 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+215
Holders Change %
+21,500%
% of All Funds
3.77%
Holding in Top 10
22
Holding in Top 10 Change
+22
Holding in Top 10 Change %
%
% of All Funds
0.38%
New
215
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$335M
2
BSW
2
Buckingham Strategic Wealth
Missouri
$146M
3
TWA
3
TCI Wealth Advisors
Arizona
$96.1M
4
PL
4
Plancorp LLC
Missouri
$92.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$86.5M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
151
Sage Rhino Capital
California
$339K +$339K +5,805 New
SWP
152
Stratos Wealth Partners
Ohio
$335K +$335K +5,742 New
OPWM
153
Oakwell Private Wealth Management
Texas
$305K +$305K +5,221 New
MC
154
Moors & Cabot
Massachusetts
$297K +$297K +5,080 New
APC
155
Asset Planning Corporation
Tennessee
$296K +$296K +5,069 New
BAM
156
Baldrige Asset Management
Pennsylvania
$292K +$292K +5,005 New
WFA
157
Wipfli Financial Advisors
Wisconsin
$283K +$283K +2,120 New
BJL
158
Brighton Jones LLC
Washington
$282K +$282K +4,833 New
WIA
159
World Investment Advisors
California
$282K +$282K +4,835 New
CA
160
CGN Advisors
Kansas
$281K +$281K +4,817 New
IWM
161
IHT Wealth Management
Illinois
$280K +$280K +4,792 New
EFS
162
Essex Financial Services
Connecticut
$270K +$270K +4,616 New
WFAG
163
Wescott Financial Advisory Group
Pennsylvania
$270K +$270K +4,719 New
KP
164
Keel Point
Alabama
$266K +$266K +4,554 New
FRA
165
Frank Rimerman Advisors
California
$263K +$263K +4,498 New
BDF
166
Balasa Dinverno & Foltz
$252K +$252K +4,311 New
HI
167
Harbour Investments
Wisconsin
$251K +$251K +4,297 New
BMCM
168
Bryn Mawr Capital Management
Pennsylvania
$248K +$248K +4,246 New
RC
169
RegentAtlantic Capital
New Jersey
$248K +$248K +4,253 New
CBN
170
Cadence Bank NA
Texas
$234K +$234K +4,006 New
TFS
171
TrustCore Financial Services
Tennessee
$232K +$232K +3,979 New
MCG
172
MACRO Consulting Group
New Jersey
$226K +$226K +3,876 New
FWM
173
Frontier Wealth Management
Missouri
$221K +$221K +3,778 New
APP
174
Avantax Planning Partners
Iowa
$221K +$221K +3,791 New
JIC
175
Joel Isaacson & Co
New York
$216K +$216K +3,701 New
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