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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

574 hedge funds and large institutions have $5.49B invested in Dimensional US Small Cap ETF in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 256 increasing their positions, 136 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+76
Holders Change %
+15.26%
% of All Funds
8.41%
Holding in Top 10
83
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+38.33%
% of All Funds
1.22%
New
105
Increased
256
Reduced
136
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCI
Financial Counselors Inc
Kansas
+$81.4M
2
MPWT
MassMutual Private Wealth & Trust
Connecticut
+$56.6M
3
Creative Planning
Creative Planning
Kansas
+$54.3M
4
Bank of America
Bank of America
North Carolina
+$47.4M
5
APF
Alaska Permanent Fund
Alaska
+$35M

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$55.5M
2
BFG
Bouchey Financial Group
New York
-$13.1M
3
FPAS
Focus Partners Advisor Solutions
Missouri
-$7.51M
4
SFO
Stokes Family Office
Louisiana
-$6.68M
5
FCG
Financial Connections Group
California
-$5.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRS
176
Pinkerton Retirement Specialists
Idaho
$4M +$4M +67,155 New
Jane Street
177
Jane Street
New York
$3.86M +$184K +3,078 +5%
Stifel Financial
178
Stifel Financial
Missouri
$3.8M +$2.18M +36,561 +135%
FWTB
179
First Western Trust Bank
Colorado
$3.78M -$273K -4,577 -7%
OCM
180
One Capital Management
California
$3.7M +$3.7M +61,776 New
CI
181
CX Institutional
Indiana
$3.54M +$3.54M +59,374 New
PAS
182
Park Avenue Securities
New York
$3.54M +$761K +12,758 +27%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$3.52M -$28.1K -472 -0.8%
EFA
184
Efficient Frontier Advisors
Connecticut
$3.48M +$3.48M +58,443 New
KAS
185
Kestra Advisory Services
Texas
$3.41M +$96.5K +1,618 +3%
DWM
186
Dopkins Wealth Management
New York
$3.34M -$159K -2,669 -5%
Envestnet Portfolio Solutions
187
Envestnet Portfolio Solutions
Illinois
$3.33M -$214K -3,594 -6%
FCG
188
Financial Connections Group
California
$3.32M -$5.62M -94,308 -63%
AC
189
Apella Capital
Connecticut
$3.25M -$111K -1,936 -3%
EA
190
Efficient Advisors
Ohio
$3.24M -$201K -3,370 -6%
GFA
191
Grunden Financial Advisory
Texas
$3.2M +$3.2M +53,650 New
DADC
192
D.A. Davidson & Co
Montana
$3.19M +$95K +1,594 +3%
FWS
193
FinDec Wealth Services
California
$3.15M -$1.13M -18,956 -26%
PWS
194
Physician Wealth Solutions
Nevada
$3.15M +$3.15M +52,835 New
CFGA
195
Cambridge Financial Group (Arizona)
Arizona
$3.14M +$3.14M +52,731 New
TC
196
TAGStone Capital
North Carolina
$3.14M +$1.56M +26,159 +99%
SIS
197
Strategic Investment Solutions
Illinois
$3.13M -$55.5M -930,909 -95%
JFG
198
JMG Financial Group
Illinois
$3.08M +$1.57M +26,291 +103%
FIM
199
Freedom Investment Management
Connecticut
$3.05M +$3.05M +51,193 New
GIA
200
Gladstone Institutional Advisory
Florida
$2.96M -$326K -5,474 -10%
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