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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
176
U.S. Capital Wealth Advisors
Texas
$803K -$15.6K -326 -2%
JC
177
Jentner Corp
Ohio
$802K +$802K +16,712 New
BRC
178
Bell Rock Capital
Delaware
$802K +$802K +16,712 New
PFS
179
Prospera Financial Services
Texas
$797K – – –
MHS
180
M Holdings Securities
Oregon
$782K -$48.8K -1,018 -6%
AC
181
Applied Capital
Arkansas
$777K -$678K -14,124 -47%
RCAG
182
Rehmann Capital Advisory Group
Michigan
$736K +$16.3K +340 +2%
SEA
183
Stegent Equity Advisors
Texas
$735K -$381K -7,932 -34%
UWM
184
USAdvisors Wealth Management
Minnesota
$729K +$31.6K +659 +5%
GWM
185
Grand Wealth Management
Michigan
$724K – – –
VFA
186
Valeo Financial Advisors
Indiana
$720K +$240 +5 +0%
BWG
187
Beta Wealth Group
California
$719K -$71.1K -1,482 -9%
IWC
188
Integrated Wealth Concepts
Massachusetts
$710K +$710K +14,801 New
WIM
189
Warwick Investment Management
Texas
$704K +$1.97K +41 +0.3%
BA
190
BCM Advisors
Louisiana
$699K +$132K +2,579 +23%
AWM
191
Avior Wealth Management
Nebraska
$693K -$47.6K -992 -6%
VFP
192
Verus Financial Partners
Virginia
$693K +$693K +13,581 New
TIM
193
Tortoise Investment Management
New York
$690K +$504K +10,511 +272%
RF
194
Resolute Financial
Massachusetts
$686K +$686K +14,282 New
CPSAC
195
Chas P. Smith & Associates (CPS)
Florida
$668K – – –
LNWWM
196
Laird Norton Wetherby Wealth Management
California
$632K +$27.9K +580 +5%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$623K +$623K +12,979 New
PC
198
Peavine Capital
Nevada
$619K – – –
TWP
199
Total Wealth Planning
Ohio
$611K -$307K -6,395 -33%
MWPCG
200
Measured Wealth Private Client Group
New Hampshire
$603K +$603K +12,563 New
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