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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

328 hedge funds and large institutions have $2.63B invested in Dimensional US Small Cap ETF in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 102 increasing their positions, 56 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+91
Holders Change %
+38.4%
% of All Funds
5.07%
Holding in Top 10
53
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+152.38%
% of All Funds
0.82%
New
105
Increased
102
Reduced
56
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$395M
2
SFA
2
Sequoia Financial Advisors
Ohio
$19.9M
3
BFG
3
Bouchey Financial Group
New York
$10.5M
4
RRC
4
Relaxing Retirement Coach
Massachusetts
$15.3M
5
SCM
5
Stordahl Capital Management
Colorado
$11.1M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
CCM
2
Carlson Capital Management
Minnesota
$26.9M
3
SWM
3
Soundmark Wealth Management
Washington
$3.77M
4
BPA
4
Beacon Pointe Advisors
California
$4.24M
5
PL
5
Plancorp LLC
Missouri
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPSAC
151
Chas P. Smith & Associates (CPS)
Florida
$885K -$6K -100 -0.7%
WIM
152
Warwick Investment Management
Texas
$876K +$876K +14,606 New
MWM
153
Merriman Wealth Management
Washington
$871K -$55.6K -927 -6%
UWM
154
USAdvisors Wealth Management
Minnesota
$847K -$47.1K -786 -5%
SEI Investments
155
SEI Investments
Pennsylvania
$845K +$845K +14,078 New
VFP
156
Verus Financial Partners
Virginia
$843K -$38.9K -648 -4%
Stifel Financial
157
Stifel Financial
Missouri
$832K +$58.3K +972 +8%
MWPCG
158
Measured Wealth Private Client Group
New Hampshire
$820K – – –
IWC
159
Integrated Wealth Concepts
Massachusetts
$813K +$15.1K +252 +2%
SIC
160
SJS Investment Consulting
Ohio
$805K +$805K +13,411 New
TRCT
161
Tower Research Capital (TRC)
New York
$802K +$802K +13,365 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$785K – – –
RWA
163
RGT Wealth Advisors
Texas
$778K +$778K +12,962 New
PC
164
Peavine Capital
Nevada
$774K – – –
RCAG
165
Rehmann Capital Advisory Group
Michigan
$750K +$130K +2,159 +21%
IFWM
166
Institute for Wealth Management
Colorado
$744K – – –
SPI
167
Sutton Place Investors
New York
$734K +$734K +12,238 New
Brown Advisory
168
Brown Advisory
Maryland
$728K +$427K +7,131 +142%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$724K +$724K +12,070 New
SW
170
SVB Wealth
Massachusetts
$683K +$3.6K +60 +0.5%
AAS
171
Avantax Advisory Services
Texas
$683K +$40.4K +674 +6%
MGIA
172
Moneta Group Investment Advisors
Missouri
$656K +$780 +13 +0.1%
CAMG
173
CWA Asset Management Group
Florida
$654K +$2.1K +35 +0.3%
AWA
174
Arete Wealth Advisors
Illinois
$652K +$14.4K +238 +2%
FSWA
175
Financial Synergies Wealth Advisors
Texas
$637K +$16.3K +271 +3%
5 6
7
8 9