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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

370 hedge funds and large institutions have $2.5B invested in Dimensional US Small Cap ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 166 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
+12
Holders Change %
+3.35%
% of All Funds
6.4%
Holding in Top 10
52
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+10.64%
% of All Funds
0.9%
New
36
Increased
166
Reduced
89
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$392M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$24.2M
3
IFA
3
Index Fund Advisors
California
$320M
4
Bank of America
4
Bank of America
North Carolina
$23.6M
5
FCG
5
Financial Connections Group
California
$6.28M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$21.4M
2
Jane Street
2
Jane Street
New York
$676K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$17.2M
4
SWM
4
Spire Wealth Management
Virginia
$4.68M
5
CWG
5
Crown Wealth Group
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPI
176
Sutton Place Investors
New York
$922K -$389K -8,354 -30%
KPWS
177
Kestra Private Wealth Services
Texas
$896K +$896K +19,257 New
AWP
178
Abacus Wealth Partners
California
$895K -$21K -452 -2%
JIC
179
Johnson Investment Counsel
Ohio
$891K – – –
SSB
180
Sandy Spring Bank
Maryland
$873K -$2.89K -62 -0.3%
GVAG
181
Great Valley Advisor Group
Delaware
$852K +$852K +18,323 New
MA
182
Mutual Advisors
Nebraska
$834K – – –
CWM
183
Curi Wealth Management
North Carolina
$830K +$325 +7 +0%
MG
184
Mather Group
Illinois
$830K +$830K +17,852 New
PFM
185
Phillips Financial Management
Indiana
$822K +$40K +860 +5%
TFA
186
Trinity Financial Advisors
Ohio
$816K +$816K +17,551 New
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$807K +$16.1K +342 +2%
PB
188
Pinnacle Bancorp
Nebraska
$807K +$807K +17,352 New
DFC
189
DBK Financial Counsel
Ohio
$804K +$804K +17,290 New
USCWA
190
U.S. Capital Wealth Advisors
Texas
$790K +$11.5K +247 +1%
ADL
191
Asset Dedication LLC
California
$784K +$1.4K +30 +0.2%
PFS
192
Prospera Financial Services
Texas
$783K +$10.7K +231 +1%
MHS
193
M Holdings Securities
Oregon
$775K +$16.8K +361 +2%
AWS
194
Atria Wealth Solutions
New York
$766K +$328K +7,039 +75%
PFG
195
Pinnacle Financial Group
Illinois
$741K +$741K +15,917 New
BA
196
BCM Advisors
Louisiana
$735K +$20.3K +390 +3%
UWM
197
USAdvisors Wealth Management
Minnesota
$727K +$20.4K +439 +3%
TIM
198
Tortoise Investment Management
New York
$726K +$56.9K +1,222 +8%
PTP
199
Platform Technology Partners
New York
$720K +$720K +15,469 New
RF
200
Resolute Financial
Massachusetts
$707K +$42.3K +910 +6%
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8
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