DFAS icon

Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

574 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+76
Holders Change %
+15.26%
% of All Funds
8.41%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
105
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$81.4M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$56.6M
3
Creative Planning
Creative Planning
Kansas
+$54.3M
4
Bank of America
Bank of America
North Carolina
+$47.4M
5
APF
Alaska Permanent Fund
Alaska
+$35M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$55.5M
2
BFG
Bouchey Financial Group
New York
-$13.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$7.51M
4
SFO
Stokes Family Office
Louisiana
-$6.68M
5
FCG
Financial Connections Group
California
-$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALWM
151
Andrews Lucia Wealth Management
California
$5.25M +$113K +1,902 +2%
GAM
152
GEM Asset Management
Michigan
$5.17M +$292K +4,895 +6%
HIGP
153
Hill Investment Group Partners
Missouri
$5.17M -$353K -5,927 -6%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$4.99M -$493K -8,272 -9%
TFA
155
Trinity Financial Advisors
Ohio
$4.96M +$825K +13,840 +20%
AA
156
Advisory Alpha
Michigan
$4.91M -$316K -5,301 -6%
WW
157
Waterfront Wealth
Kansas
$4.8M -$127K -2,133 -3%
EFP
158
Envision Financial Planning
Tennessee
$4.77M +$273K +4,582 +6%
MFAM
159
M Financial Asset Management
Oregon
$4.77M +$12.6K +212 +0.3%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$4.7M +$10.3K +172 +0.2%
BAM
161
Bayshore Asset Management
Florida
$4.67M +$7.87K +132 +0.2%
V
162
VeraBank
Texas
$4.66M +$1.32M +22,146 +40%
PWA
163
Physician Wealth Advisors
Utah
$4.61M +$81.1K +1,380 +2%
FFA
164
Farther Finance Advisors
California
$4.47M +$3.97M +66,605 +791%
PWMG
165
Pioneer Wealth Management Group
Texas
$4.43M +$1.67M +28,053 +61%
GVAG
166
Great Valley Advisor Group
Delaware
$4.42M +$658K +11,043 +17%
FWM
167
FMB Wealth Management
California
$4.39M -$101K -1,687 -2%
IAG
168
Investmark Advisory Group
Connecticut
$4.36M +$383K +6,420 +10%
KA
169
Kooman & Associates
Pennsylvania
$4.36M +$260K +4,354 +6%
PAG
170
Private Advisor Group
New Jersey
$4.19M +$590K +9,895 +16%
CAN
171
Cetera Advisor Networks
California
$4.15M +$906K +15,191 +28%
KAM
172
Kraft Asset Management
Tennessee
$4.1M +$46.3K +776 +1%
AFG
173
Altiora Financial Group
Ohio
$4.1M +$1.14M +19,169 +39%
SWM
174
Soundmark Wealth Management
Washington
$4.08M -$97.3K -1,632 -2%
MML Investors Services
175
MML Investors Services
Massachusetts
$4.04M -$607K -10,189 -13%
5 6
7
8 9