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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

606 hedge funds and large institutions have $6B invested in Dimensional US Small Cap ETF in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 280 increasing their positions, 163 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+33
Holders Change %
+5.76%
% of All Funds
8.79%
Holding in Top 10
85
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.41%
% of All Funds
1.23%
New
64
Increased
280
Reduced
163
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$69.2M
2
APF
2
Alaska Permanent Fund
Alaska
$169M
3
FPAS
3
Focus Partners Advisor Solutions
Missouri
$37.5M
4
Bank of America
4
Bank of America
North Carolina
$265M
5
EF
5
Empowered Funds
Pennsylvania
$14.4M

Top Sellers

1
SC
1
Savant Capital
Illinois
$60.7M
2
CCM
2
Carlson Capital Management
Minnesota
$580K
3
HPC
3
HM Payson & Co
Maine
$2.96M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAM
5
Clarity Asset Management
Iowa
$97.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
176
FMB Wealth Management
California
$4.47M -$123K -1,975 -3%
KAS
177
KPP Advisory Services
Kentucky
$4.44M +$4.44M +71,216 New
DC
178
Davenport & Co
Virginia
$4.39M +$1.34M +21,419 +44%
SWM
179
Soundmark Wealth Management
Washington
$4.36M +$87.3K +1,400 +2%
KAS
180
Kestra Advisory Services
Texas
$4.26M +$698K +11,189 +20%
RJA
181
Raymond James & Associates
Florida
$4.22M -$1.96M -31,470 -32%
JFG
182
JMG Financial Group
Illinois
$4.19M +$966K +15,494 +30%
KAM
183
Kraft Asset Management
Tennessee
$4.13M -$158K -2,542 -4%
FWTB
184
First Western Trust Bank
Colorado
$3.84M -$116K -1,861 -3%
CI
185
CX Institutional
Indiana
$3.83M +$124K +1,987 +3%
WW
186
Waterfront Wealth
Kansas
$3.79M -$962K -16,314 -20%
EA
187
Efficient Advisors
Ohio
$3.74M +$345K +5,529 +10%
TCM
188
TruNorth Capital Management
Michigan
$3.68M +$3.68M +59,075 New
EFA
189
Efficient Frontier Advisors
Connecticut
$3.65M +$1.43K +23 +0%
IPW
190
IronBridge Private Wealth
Texas
$3.63M +$3.63M +58,211 New
WDL
191
Well Done LLC
Michigan
$3.63M +$3.63M +58,149 New
FNBSF
192
First National Bank Sioux Falls
South Dakota
$3.62M +$660K +10,592 +22%
PGFC
193
Peapack-Gladstone Financial Corp
New Jersey
$3.58M +$3.58M +57,460 New
Bank of New York Mellon
194
Bank of New York Mellon
New York
$3.56M -$123K -1,972 -3%
CFP
195
Cascade Financial Partners
California
$3.44M +$3.44M +58,329 New
Envestnet Portfolio Solutions
196
Envestnet Portfolio Solutions
Illinois
$3.41M -$72.4K -1,162 -2%
DADC
197
D.A. Davidson & Co
Montana
$3.38M +$44.8K +719 +1%
DWM
198
Dopkins Wealth Management
New York
$3.36M -$133K -2,134 -4%
PWS
199
Physician Wealth Solutions
Nevada
$3.29M – – –
TC
200
TAGStone Capital
North Carolina
$3.28M +$4.18K +67 +0.1%
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8
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