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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
151
Hardy Reed
Mississippi
$5.92M +$163K +2,617 +3%
PS
152
Portfolio Strategies
New York
$5.92M +$5.92M +94,954 New
RLWM
153
RF&L Wealth Management
Massachusetts
$5.9M -$334K -5,363 -5%
ALWM
154
Andrews Lucia Wealth Management
California
$5.57M +$90K +1,444 +2%
GAM
155
GEM Asset Management
Michigan
$5.4M +$417K +7,255 +8%
EFP
156
Envision Financial Planning
Tennessee
$5.36M +$370K +5,939 +7%
HIGP
157
Hill Investment Group Partners
Missouri
$5.36M -$45.6K -732 -0.8%
V
158
VeraBank
Texas
$5.27M +$395K +6,329 +8%
AA
159
Advisory Alpha
Michigan
$5.26M +$125K +2,009 +2%
PWMG
160
Pioneer Wealth Management Group
Texas
$5.1M +$467K +7,493 +10%
GVAG
161
Great Valley Advisor Group
Delaware
$5M +$373K +5,976 +8%
MFAM
162
M Financial Asset Management
Oregon
$4.97M -$15.1K -242 -0.3%
SPIA
163
Steward Partners Investment Advisory
New York
$4.94M -$564K -9,052 -10%
CAN
164
Cetera Advisor Networks
California
$4.94M +$593K +9,505 +14%
PAG
165
Private Advisor Group
New Jersey
$4.86M +$483K +7,746 +11%
BAM
166
Bayshore Asset Management
Florida
$4.84M -$35.7K -572 -0.7%
Stifel Financial
167
Stifel Financial
Missouri
$4.84M +$870K +13,962 +22%
KA
168
Kooman & Associates
Pennsylvania
$4.73M +$176K +2,825 +4%
MML Investors Services
169
MML Investors Services
Massachusetts
$4.73M +$502K +8,052 +12%
PAS
170
Park Avenue Securities
New York
$4.68M +$984K +15,787 +27%
FFA
171
Farther Finance Advisors
California
$4.67M +$42.6K +691 +0.9%
PWA
172
Physician Wealth Advisors
Utah
$4.66M +$112K +1,928 +2%
PRS
173
Pinkerton Retirement Specialists
Idaho
$4.55M +$368K +5,896 +9%
IAG
174
Investmark Advisory Group
Connecticut
$4.51M -$47.2K -757 -1%
AFG
175
Altiora Financial Group
Ohio
$4.49M +$203K +3,263 +5%
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7
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