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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

498 hedge funds and large institutions have $4.21B invested in Dimensional US Small Cap ETF in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 232 increasing their positions, 139 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+14
Holders Change %
+2.89%
% of All Funds
7.94%
Holding in Top 10
60
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.64%
% of All Funds
0.96%
New
40
Increased
232
Reduced
139
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$168M
2
SIS
2
Strategic Investment Solutions
Illinois
$54.2M
3
ST
3
Sageworth Trust
Pennsylvania
$39.4M
4
FCAS
4
First Command Advisory Services
Texas
$34.6M
5
APF
5
Alaska Permanent Fund
Alaska
$93.6M

Top Sellers

1
RCG
1
Resource Consulting Group
Florida
$59.5M
2
FPCG
2
Forum Private Client Group
Indiana
$0
3
Creative Planning
3
Creative Planning
Kansas
$514M
4
MWM
4
Merriman Wealth Management
Washington
$524K
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
3LCM
176
3D/L Capital Management
Connecticut
$2.72M +$35.2K +671 +1%
SHFA
177
SC&H Financial Advisors
Maryland
$2.64M +$163K +3,100 +7%
AFG
178
Altiora Financial Group
Ohio
$2.6M -$458K -8,716 -15%
SSC
179
Syverson Strege & Co
Iowa
$2.58M -$456K -8,688 -15%
BBNB
180
Baker Boyer National Bank
Washington
$2.52M -$138K -2,622 -5%
SP
181
Symmetry Partners
Connecticut
$2.49M – – –
GJIA
182
Glass Jacobson Investment Advisors
Maryland
$2.47M +$28.5K +542 +1%
KAS
183
KPP Advisory Services
Kentucky
$2.45M +$2.45M +46,586 New
PAS
184
Park Avenue Securities
New York
$2.44M +$405K +7,718 +20%
PWMG
185
Pioneer Wealth Management Group
Texas
$2.43M +$707K +13,478 +41%
WA
186
Wealthstream Advisors
New York
$2.37M -$13.4K -256 -0.6%
BCM
187
Blume Capital Management
California
$2.36M +$298K +5,684 +14%
WFA
188
Wade Financial Advisory
California
$2.31M -$7.35K -140 -0.3%
GPWA
189
Great Point Wealth Advisors
Massachusetts
$2.21M +$14.9K +284 +0.7%
RCI
190
RS Crum Inc
California
$2.18M -$87K -1,658 -4%
Wells Fargo
191
Wells Fargo
California
$2.18M +$3.73K +71 +0.2%
IAG
192
Investment Advisory Group
Massachusetts
$2.14M +$14.7K +280 +0.7%
CWS
193
Cypress Wealth Services
California
$2.06M -$37.5K -714 -2%
FOA
194
Five Oceans Advisors
California
$2.02M -$84.7K -1,613 -4%
WSTAM
195
Wilbanks Smith & Thomas Asset Management
Virginia
$2.01M +$3.94K +75 +0.2%
WCWM
196
Willow Creek Wealth Management
California
$1.94M -$23.9K -456 -1%
CAM
197
Cresset Asset Management
Illinois
$1.92M -$124K -2,358 -6%
LI
198
LVZ Inc
Michigan
$1.92M +$29.1K +554 +2%
CAM
199
CPA Asset Management
Florida
$1.91M +$1.31M +25,012 +220%
CFO
200
Collective Family Office
Pennsylvania
$1.88M +$216K +4,114 +13%
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8
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