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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
3LCM
151
3D/L Capital Management
Connecticut
$2.88M -$37.3K -730 -1%
FOA
152
Five Oceans Advisors
California
$2.77M -$85.9K -1,679 -3%
BBNB
153
Baker Boyer National Bank
Washington
$2.74M -$96.7K -1,890 -3%
GIA
154
Gladstone Institutional Advisory
Florida
$2.67M +$2.67M +52,137 New
Bank of New York Mellon
155
Bank of New York Mellon
New York
$2.64M -$60.6K -1,185 -2%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$2.59M +$1.54M +30,080 +147%
GVAG
157
Great Valley Advisor Group
Delaware
$2.55M +$1.61M +31,514 +172%
HSA
158
HBK Sorce Advisory
Pennsylvania
$2.52M +$1.9M +183,846 +305%
SP
159
Symmetry Partners
Connecticut
$2.46M – – –
GPWA
160
Great Point Wealth Advisors
Massachusetts
$2.42M -$317K -6,194 -12%
WA
161
Wealthstream Advisors
New York
$2.41M -$159K -3,111 -6%
WFAG
162
Wescott Financial Advisory Group
Pennsylvania
$2.39M +$628K +12,273 +36%
DADC
163
D.A. Davidson & Co
Montana
$2.39M +$463K +9,043 +24%
WFA
164
Wade Financial Advisory
California
$2.38M -$116K -2,267 -5%
KAS
165
Kestra Advisory Services
Texas
$2.38M -$881K -17,215 -27%
SL
166
Systelligence LLC
Minnesota
$2.37M -$135K -2,630 -5%
CAM
167
Cresset Asset Management
Illinois
$2.33M -$28.8K -573 -1%
GJIA
168
Glass Jacobson Investment Advisors
Maryland
$2.24M +$2.24M +43,701 New
JPMorgan Chase & Co
169
JPMorgan Chase & Co
New York
$2.23M +$2.23M +43,666 New
ZF
170
Zhang Financial
Michigan
$2.22M +$1M +19,588 +82%
MML Investors Services
171
MML Investors Services
Massachusetts
$2.21M -$168K -3,286 -7%
NA
172
NewEdge Advisors
Louisiana
$2.14M +$1.82M +35,598 +565%
CWS
173
Cypress Wealth Services
California
$2.11M +$45.4K +887 +2%
PFO
174
Pathstone Family Office
New Jersey
$2.07M +$206K +4,036 +11%
BCM
175
Brainard Capital Management
Texas
$2.04M +$2.04M +39,862 New
5 6
7
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