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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.31%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.63B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M
3
AA
Aire Advisors
California
$8.02M
4
Northern Trust
Northern Trust
Illinois
$301M
5
TWP
TFO Wealth Partners
Ohio
$7.11M

Top Sellers

1
Jane Street
Jane Street
New York
$657K
2
AAS
Avantax Advisory Services
Texas
$2.82M
3
MWM
Merriman Wealth Management
Washington
$537K
4
Creative Planning
Creative Planning
Kansas
$480M
5
MWM
Modera Wealth Management
New Jersey
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
151
Gladstone Institutional Advisory
Florida
$2.97M +$221K +4,199 +8%
EA
152
Efficient Advisors
Ohio
$2.92M -$117K -2,221 -4%
GVAG
153
Great Valley Advisor Group
Delaware
$2.92M +$293K +5,565 +11%
IF
154
Ironwood Financial
Arizona
$2.88M -$266K -5,046 -8%
FOA
155
Five Oceans Advisors
California
$2.87M +$20.1K +381 +0.7%
AAS
156
Avantax Advisory Services
Texas
$2.82M -$10.2M -192,756 -78%
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$2.81M +$513K +9,734 +22%
SP
158
Symmetry Partners
Connecticut
$2.8M +$267K +5,057 +11%
3LCM
159
3D/L Capital Management
Connecticut
$2.77M -$191K -3,624 -6%
DADC
160
D.A. Davidson & Co
Montana
$2.75M +$291K +5,527 +12%
BBNB
161
Baker Boyer National Bank
Washington
$2.73M -$87.9K -1,667 -3%
RCI
162
RS Crum Inc
California
$2.73M -$2.7M -51,280 -50%
SL
163
Systelligence LLC
Minnesota
$2.47M +$31.9K +606 +1%
WFA
164
Wade Financial Advisory
California
$2.45M – – –
GPWA
165
Great Point Wealth Advisors
Massachusetts
$2.45M -$43.6K -828 -2%
MML Investors Services
166
MML Investors Services
Massachusetts
$2.44M +$158K +3,002 +7%
WA
167
Wealthstream Advisors
New York
$2.43M -$55.7K -1,056 -2%
SHFA
168
SC&H Financial Advisors
Maryland
$2.41M +$323K +6,125 +15%
CAM
169
Cresset Asset Management
Illinois
$2.29M -$146K -2,775 -6%
TFA
170
Trinity Financial Advisors
Ohio
$2.12M +$329K +6,245 +18%
CWS
171
Cypress Wealth Services
California
$2.09M -$78.6K -1,491 -4%
Wells Fargo
172
Wells Fargo
California
$2.08M +$19.4K +368 +0.9%
SFO
173
Stokes Family Office
Louisiana
$2.04M -$5M -94,791 -71%
WSTAM
174
Wilbanks Smith & Thomas Asset Management
Virginia
$2.01M -$4.85K -92 -0.2%
Citadel Advisors
175
Citadel Advisors
Florida
$2M +$2M +38,001 New
5 6
7
8 9