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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

484 hedge funds and large institutions have $4B invested in Dimensional US Small Cap ETF in 2023 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 241 increasing their positions, 105 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
+27
Holders Change %
+5.91%
% of All Funds
7.63%
Holding in Top 10
61
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.61%
% of All Funds
0.96%
New
44
Increased
241
Reduced
105
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$542M
2
FNT
2
First National Trust
Pennsylvania
$16.6M
3
Brown Advisory
3
Brown Advisory
Maryland
$14.6M
4
Bank of America
4
Bank of America
North Carolina
$58.2M
5
FCB
5
First Command Bank
Texas
$11.3M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$13.8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$126M
3
ACP
3
Aveo Capital Partners
Colorado
$1.39M
4
Northern Trust
4
Northern Trust
Illinois
$309M
5
KCM
5
KM Capital Management
Texas
$1.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
176
Wealthstream Advisors
New York
$2.49M -$32.6K -594 -1%
AAS
177
Avantax Advisory Services
Texas
$2.45M -$480K -8,760 -16%
KAS
178
Kestra Advisory Services
Texas
$2.44M +$631K +11,509 +35%
WFA
179
Wade Financial Advisory
California
$2.42M -$129K -2,350 -5%
RCI
180
RS Crum Inc
California
$2.37M -$465K -8,490 -16%
GPWA
181
Great Point Wealth Advisors
Massachusetts
$2.29M -$254K -4,635 -10%
Wells Fargo
182
Wells Fargo
California
$2.27M +$108K +1,975 +5%
CWS
183
Cypress Wealth Services
California
$2.25M +$17K +301 +0.8%
IAG
184
Investment Advisory Group
Massachusetts
$2.22M +$141K +2,579 +7%
FOA
185
Five Oceans Advisors
California
$2.19M -$796K -14,520 -27%
BCM
186
Blume Capital Management
California
$2.15M +$84.9K +1,550 +4%
CAM
187
Cresset Asset Management
Illinois
$2.13M -$248K -4,519 -10%
PAS
188
Park Avenue Securities
New York
$2.13M +$191K +3,478 +10%
WSTAM
189
Wilbanks Smith & Thomas Asset Management
Virginia
$2.09M +$4.17K +76 +0.2%
SFO
190
Stokes Family Office
Louisiana
$2.06M -$62.1K -1,134 -3%
WCWM
191
Willow Creek Wealth Management
California
$2.05M +$28.1K +512 +1%
CAN
192
Cetera Advisor Networks
California
$2M +$417K +7,616 +26%
TF
193
TIAA FSB
Florida
$1.99M +$518K +9,444 +35%
LI
194
LVZ Inc
Michigan
$1.97M +$263K +4,795 +15%
KCM
195
KM Capital Management
Texas
$1.95M -$3.41M -62,223 -64%
PO
196
Private Ocean
California
$1.93M +$61.3K +1,119 +3%
PWMG
197
Pioneer Wealth Management Group
Texas
$1.8M +$375K +6,842 +26%
HWM
198
Hemington Wealth Management
Virginia
$1.78M – – –
CFO
199
Collective Family Office
Pennsylvania
$1.74M +$292K +5,328 +20%
EH
200
Equitable Holdings
New York
$1.74M +$38.1K +695 +2%
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