DFAS icon

Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$177M
2
PFA
Pure Financial Advisors
California
$154M
3
Bank of America
Bank of America
North Carolina
$319M
4
OIA
OneDigital Investment Advisors
Kansas
$12.2M
5
SC
Savant Capital
Illinois
$66.1M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$1.26M
2
MHS
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
Symmetry Partners
Connecticut
$0
5
SL
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
CGN Advisors
Kansas
$6.87M -$656K -10,116 -9%
YWM
152
Yardley Wealth Management
Pennsylvania
$6.85M +$6.85M +105,677 New
FNBSF
153
First National Bank Sioux Falls
South Dakota
$6.82M +$1.66M +25,601 +32%
CA
154
Claris Advisors
Missouri
$6.8M -$1.56K -24 -0%
PWMG
155
Pioneer Wealth Management Group
Texas
$6.75M +$569K +8,779 +9%
CCA
156
Criterion Capital Advisors
Tennessee
$6.74M – – –
TFA
157
Trinity Financial Advisors
Ohio
$6.69M +$913K +17,593 +16%
GAM
158
GEM Asset Management
Michigan
$6.68M +$282K +4,410 +4%
RJA
159
Raymond James & Associates
Florida
$6.36M +$961K +14,820 +18%
PAS
160
Park Avenue Securities
New York
$6.33M +$620K +9,561 +11%
GVAG
161
Great Valley Advisor Group
Delaware
$6.25M +$519K +7,999 +9%
ZF
162
Zhang Financial
Michigan
$6.24M -$205K -3,164 -3%
RLWM
163
RF&L Wealth Management
Massachusetts
$6.12M -$21.1K -325 -0.3%
V
164
VeraBank
Texas
$6M +$375K +5,782 +7%
BWA
165
Bordeaux Wealth Advisors
California
$5.9M +$72.8K +1,123 +1%
JFG
166
JMG Financial Group
Illinois
$5.67M +$788K +12,143 +16%
AAS
167
Avantax Advisory Services
Texas
$5.58M +$1.15M +17,684 +26%
PAG
168
Private Advisor Group
New Jersey
$5.55M +$198K +3,050 +4%
KAS
169
KPP Advisory Services
Kentucky
$5.54M +$359K +5,528 +7%
EA
170
Efficient Advisors
Ohio
$5.5M +$762K +11,747 +16%
ALWM
171
Andrews Lucia Wealth Management
California
$5.39M +$19K +316 +0.4%
KA
172
Kooman & Associates
Pennsylvania
$5.34M +$277K +4,265 +5%
Wells Fargo
173
Wells Fargo
California
$5.33M +$401K +6,183 +8%
HIGP
174
Hill Investment Group Partners
Missouri
$5.31M – – –
CI
175
CX Institutional
Indiana
$5.29M -$350K -5,396 -6%
5 6
7
8 9