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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$542M
2
FNT
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
Brown Advisory
Maryland
$14.6M
4
Bank of America
Bank of America
North Carolina
$58.2M
5
FCB
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$126M
3
ACP
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
Northern Trust
Illinois
$309M
5
KCM
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
151
Soundmark Wealth Management
Washington
$3.82M +$43.2K +789 +1%
KAM
152
Kraft Asset Management
Tennessee
$3.78M -$9.32K -170 -0.2%
MML Investors Services
153
MML Investors Services
Massachusetts
$3.69M +$1.16M +21,120 +46%
PAG
154
Private Advisor Group
New Jersey
$3.6M +$283K +5,069 +9%
PFM
155
Phillips Financial Management
Indiana
$3.52M +$2.34M +42,733 +198%
IAG
156
Investmark Advisory Group
Connecticut
$3.5M +$44.9K +820 +1%
AC
157
Apella Capital
Connecticut
$3.31M +$3.31M +60,369 New
Bank of New York Mellon
158
Bank of New York Mellon
New York
$3.26M -$12.8K -233 -0.4%
EA
159
Efficient Advisors
Ohio
$3.24M +$208K +3,789 +7%
DWM
160
Dopkins Wealth Management
New York
$3.2M +$20.1K +366 +0.6%
AFG
161
Altiora Financial Group
Ohio
$3.19M +$1.26K +23 +0%
SSC
162
Syverson Strege & Co
Iowa
$3.17M -$2.11M -38,524 -40%
Jane Street
163
Jane Street
New York
$3.16M +$2.48M +45,198 +362%
TFA
164
Trinity Financial Advisors
Ohio
$3.13M +$929K +16,949 +42%
GVAG
165
Great Valley Advisor Group
Delaware
$3.07M +$37.9K +691 +1%
IF
166
Ironwood Financial
Arizona
$3M – – –
GIA
167
Gladstone Institutional Advisory
Florida
$2.86M -$228K -4,153 -7%
DADC
168
D.A. Davidson & Co
Montana
$2.82M -$43.8K -800 -2%
3LCM
169
3D/L Capital Management
Connecticut
$2.8M -$80.8K -1,475 -3%
BBNB
170
Baker Boyer National Bank
Washington
$2.78M -$66.2K -1,208 -2%
JPMPWA
171
J.P. Morgan Private Wealth Advisors
California
$2.73M -$2.78M -50,802 -50%
V
172
VeraBank
Texas
$2.62M +$2.14M +39,097 +451%
SP
173
Symmetry Partners
Connecticut
$2.6M -$308K -5,620 -11%
SHFA
174
SC&H Financial Advisors
Maryland
$2.59M +$84K +1,532 +3%
GJIA
175
Glass Jacobson Investment Advisors
Maryland
$2.55M +$2.55M +46,561 New
5 6
7
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