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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

370 hedge funds and large institutions have $2.5B invested in Dimensional US Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 166 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+12
Holders Change %
+3.35%
% of All Funds
6.4%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.9%
New
36
Increased
166
Reduced
89
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$392M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$24.2M
3
IFA
3
Index Fund Advisors
California
$320M
4
Bank of America
4
Bank of America
North Carolina
$23.6M
5
FCG
5
Financial Connections Group
California
$6.28M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$21.4M
2
Jane Street
2
Jane Street
New York
$676K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.2M
4
SWM
4
Spire Wealth Management
Virginia
$4.68M
5
CWG
5
Crown Wealth Group
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
151
Equitable Holdings
New York
$1.48M +$443K +9,530 +43%
AIA
152
Armor Investment Advisors
North Carolina
$1.47M -$194K -4,162 -12%
TF
153
TIAA FSB
Florida
$1.42M – – –
RA
154
RFG Advisory
Alabama
$1.41M +$833 +16 +0.1%
IAG
155
Investment Advisory Group
Massachusetts
$1.38M +$47 +1 +0%
MA
156
Montag & Associates
Georgia
$1.34M – – –
CFO
157
Collective Family Office
Pennsylvania
$1.26M +$1.26M +27,023 New
TC
158
TAGStone Capital
North Carolina
$1.24M +$3.02K +65 +0.2%
LI
159
LVZ Inc
Michigan
$1.17M +$118K +2,541 +11%
EWA
160
EverSource Wealth Advisors
Alabama
$1.16M +$215K +4,624 +23%
BCM
161
Blume Capital Management
California
$1.11M +$1.11M +23,915 New
ZF
162
Zhang Financial
Michigan
$1.11M +$898K +19,294 +432%
SWP
163
Stratos Wealth Partners
Ohio
$1.1M +$1.1M +23,558 New
SIAG
164
Safeguard Investment Advisory Group
California
$1.09M -$36.1K -776 -3%
SC
165
Schoolcraft Capital
Colorado
$1.07M +$44.1K +949 +4%
JWA
166
JFS Wealth Advisors
Pennsylvania
$1.02M +$605 +13 +0.1%
Morgan Stanley
167
Morgan Stanley
New York
$1.01M +$127K +2,733 +14%
B
168
BetterWealth
California
$991K -$58.6K -1,260 -6%
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$986K -$131K -2,819 -12%
RGF
170
Retirement Guys Formula
Ohio
$985K +$41.6K +895 +4%
QFA
171
Quantum Financial Advisors
California
$972K -$3.07K -66 -0.3%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$953K +$953K +20,491 New
SW
173
SVB Wealth
Massachusetts
$945K +$279 +6 +0%
WW
174
Waterfront Wealth
Kansas
$939K +$25.5K +493 +3%
WFA
175
Websterrogers Financial Advisors
South Carolina
$930K +$34K +730 +4%
5 6
7
8 9