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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
FMB Wealth Management
California
$3.96M -$19.5K -371 -0.5%
SPIA
152
Steward Partners Investment Advisory
New York
$3.86M +$3.81M +72,625 +8,625%
FWS
153
FinDec Wealth Services
California
$3.77M +$30.8K +587 +0.8%
MA
154
Mutual Advisors
Nebraska
$3.71M +$2.24M +42,739 +153%
SWM
155
Soundmark Wealth Management
Washington
$3.68M +$20.6K +393 +0.6%
TFA
156
Trinity Financial Advisors
Ohio
$3.64M +$641K +12,209 +21%
KA
157
Kooman & Associates
Pennsylvania
$3.61M -$1.18M -22,435 -25%
FWTB
158
First Western Trust Bank
Colorado
$3.57M -$155K -2,954 -4%
KAM
159
Kraft Asset Management
Tennessee
$3.57M -$52.8K -1,006 -1%
IAG
160
Investmark Advisory Group
Connecticut
$3.5M +$148K +2,822 +4%
GVAG
161
Great Valley Advisor Group
Delaware
$3.31M +$369K +7,024 +13%
Jane Street
162
Jane Street
New York
$3.24M +$213K +4,066 +7%
PAG
163
Private Advisor Group
New Jersey
$3.17M -$218K -4,156 -6%
Bank of New York Mellon
164
Bank of New York Mellon
New York
$3.13M +$2.05K +39 +0.1%
Envestnet Portfolio Solutions
165
Envestnet Portfolio Solutions
Illinois
$3.12M +$3.12M +59,471 New
DWM
166
Dopkins Wealth Management
New York
$3.08M +$17.6K +335 +0.6%
AC
167
Apella Capital
Connecticut
$3.06M -$105K -2,008 -3%
EA
168
Efficient Advisors
Ohio
$3.03M -$75.2K -1,433 -2%
V
169
VeraBank
Texas
$2.94M +$431K +8,217 +17%
KAS
170
Kestra Advisory Services
Texas
$2.92M +$575K +10,945 +25%
GIA
171
Gladstone Institutional Advisory
Florida
$2.89M +$155K +2,962 +6%
IF
172
Ironwood Financial
Arizona
$2.87M -$6.82K -130 -0.2%
CAN
173
Cetera Advisor Networks
California
$2.86M +$940K +17,914 +49%
AAS
174
Avantax Advisory Services
Texas
$2.81M +$455K +8,664 +19%
DADC
175
D.A. Davidson & Co
Montana
$2.73M +$23.6K +450 +0.9%
5 6
7
8 9