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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

457 hedge funds and large institutions have $5.15B invested in Dimensional US Small Cap ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 218 increasing their positions, 111 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+15
Holders Change %
+3.39%
% of All Funds
7.31%
Holding in Top 10
62
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-4.62%
% of All Funds
0.99%
New
41
Increased
218
Reduced
111
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
$1.63B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$127M
3
AA
Aire Advisors
California
$8.02M
4
Northern Trust
Northern Trust
Illinois
$301M
5
TWP
TFO Wealth Partners
Ohio
$7.11M

Top Sellers

1
Jane Street
Jane Street
New York
$657K
2
AAS
Avantax Advisory Services
Texas
$2.82M
3
MWM
Merriman Wealth Management
Washington
$537K
4
Creative Planning
Creative Planning
Kansas
$480M
5
MWM
Modera Wealth Management
New Jersey
$19.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAG
176
Investment Advisory Group
Massachusetts
$2M +$289K +5,475 +17%
BCM
177
Blume Capital Management
California
$1.99M +$105K +1,995 +6%
WCWM
178
Willow Creek Wealth Management
California
$1.95M -$4.22K -80 -0.2%
PAS
179
Park Avenue Securities
New York
$1.86M +$200K +3,786 +12%
AIA
180
Armor Investment Advisors
North Carolina
$1.86M +$77.9K +1,479 +4%
PO
181
Private Ocean
California
$1.79M -$256K -4,849 -12%
KAS
182
Kestra Advisory Services
Texas
$1.74M -$707K -13,416 -29%
RWG
183
Regal Wealth Group
California
$1.74M +$1.74M +33,201 New
FI
184
Financial Insights
Washington
$1.73M -$132K -2,505 -7%
CSWM
185
Cassady Schiller Wealth Management
Ohio
$1.72M +$191K +3,616 +12%
HWM
186
Hemington Wealth Management
Virginia
$1.71M – – –
JWA
187
JFS Wealth Advisors
Pennsylvania
$1.65M -$92.4K -1,754 -5%
LI
188
LVZ Inc
Michigan
$1.65M +$68.2K +1,295 +4%
WP
189
Westmount Partners
California
$1.64M – – –
LFA
190
Lauterbach Financial Advisors
Texas
$1.64M -$32.5K -617 -2%
EH
191
Equitable Holdings
New York
$1.63M -$9.33K -177 -0.6%
PCM
192
Passive Capital Management
Maryland
$1.58M – – –
CAN
193
Cetera Advisor Networks
California
$1.53M +$920K +17,462 +152%
MA
194
Montag & Associates
Georgia
$1.51M – – –
SC
195
Schoolcraft Capital
Colorado
$1.49M +$42.6K +809 +3%
RGF
196
Retirement Guys Formula
Ohio
$1.42M -$211 -4 -0%
TF
197
TIAA FSB
Florida
$1.42M -$82.6K -1,568 -6%
Morgan Stanley
198
Morgan Stanley
New York
$1.41M +$358K +6,792 +34%
TC
199
TAGStone Capital
North Carolina
$1.4M -$7.38K -140 -0.5%
CFO
200
Collective Family Office
Pennsylvania
$1.39M +$16.7K +317 +1%
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