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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

442 hedge funds and large institutions have $3.55B invested in Dimensional US Small Cap ETF in 2022 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 166 increasing their positions, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+72
Holders Change %
+19.46%
% of All Funds
7.13%
Holding in Top 10
65
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+25%
% of All Funds
1.05%
New
96
Increased
166
Reduced
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APF
1
Alaska Permanent Fund
Alaska
$137M
2
Creative Planning
2
Creative Planning
Kansas
$473M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$20.9M
4
Jane Street
4
Jane Street
New York
$13M
5
AAP
5
Arax Advisory Partners
Colorado
$12.2M

Top Sellers

1
TWP
1
TFO Wealth Partners
Ohio
$2.74K
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$11M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$28.6M
4
IFA
4
Index Fund Advisors
California
$349M
5
CCM
5
Carlson Capital Management
Minnesota
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
176
SC&H Financial Advisors
Maryland
$2.03M +$201K +3,926 +11%
Wells Fargo
177
Wells Fargo
California
$2M -$61.4K -1,200 -3%
PO
178
Private Ocean
California
$1.99M -$60.2K -1,177 -3%
WSTAM
179
Wilbanks Smith & Thomas Asset Management
Virginia
$1.96M +$166K +3,237 +9%
PFG
180
Pinnacle Financial Group
Illinois
$1.93M +$1.12M +21,892 +138%
WCWM
181
Willow Creek Wealth Management
California
$1.9M -$17.7K -347 -0.9%
BCM
182
Blume Capital Management
California
$1.83M +$603K +11,780 +49%
FI
183
Financial Insights
Washington
$1.81M -$178K -3,476 -9%
TRCT
184
Tower Research Capital (TRC)
New York
$1.75M +$1.72M +33,694 +8,003%
TFA
185
Trinity Financial Advisors
Ohio
$1.74M +$839K +16,397 +93%
AIA
186
Armor Investment Advisors
North Carolina
$1.73M +$115K +2,254 +7%
JWA
187
JFS Wealth Advisors
Pennsylvania
$1.7M +$575K +11,238 +51%
HWM
188
Hemington Wealth Management
Virginia
$1.66M – – –
IAG
189
Investment Advisory Group
Massachusetts
$1.66M +$143K +2,797 +9%
LFA
190
Lauterbach Financial Advisors
Texas
$1.62M -$11.1K -217 -0.7%
PAS
191
Park Avenue Securities
New York
$1.61M +$1.61M +31,562 New
WP
192
Westmount Partners
California
$1.59M +$1.59M +31,180 New
EH
193
Equitable Holdings
New York
$1.59M -$37.2K -727 -2%
EW
194
Enzi Wealth
Texas
$1.56M +$1.04M +19,076 +201%
PCM
195
Passive Capital Management
Maryland
$1.53M -$295K -5,770 -16%
LI
196
LVZ Inc
Michigan
$1.53M +$241K +4,706 +19%
RA
197
RFG Advisory
Alabama
$1.49M -$66.6K -1,158 -4%
CSWM
198
Cassady Schiller Wealth Management
Ohio
$1.48M -$184K -3,602 -11%
MA
199
Montag & Associates
Georgia
$1.47M – – –
TF
200
TIAA FSB
Florida
$1.45M -$110K -2,141 -7%
6 7
8
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