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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

650 hedge funds and large institutions have $6.62B invested in Dimensional US Small Cap ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 308 increasing their positions, 172 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+22
Holders Change %
+3.5%
% of All Funds
9.4%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.23%
New
50
Increased
308
Reduced
172
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$177M
2
PFA
Pure Financial Advisors
California
$154M
3
Bank of America
Bank of America
North Carolina
$319M
4
OIA
OneDigital Investment Advisors
Kansas
$12.2M
5
SC
Savant Capital
Illinois
$66.1M

Top Sellers

1
EFP
Elser Financial Planning
Indiana
$1.26M
2
MHS
M Holdings Securities
Oregon
$755K
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.93M
4
SP
Symmetry Partners
Connecticut
$0
5
SL
Systelligence LLC
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
176
MML Investors Services
Massachusetts
$5.18M +$236K +3,633 +5%
PRS
177
Pinkerton Retirement Specialists
Idaho
$5.16M +$140K +2,155 +3%
PWA
178
Physician Wealth Advisors
Utah
$5.14M -$284K -4,342 -5%
BAM
179
Bayshore Asset Management
Florida
$5.02M +$1.1K +17 +0%
IAG
180
Investmark Advisory Group
Connecticut
$4.89M +$14.9K +230 +0.3%
IPA
181
Investment Planning Advisors
Georgia
$4.88M – – –
AFG
182
Altiora Financial Group
Ohio
$4.77M +$96.8K +1,492 +2%
WW
183
Waterfront Wealth
Kansas
$4.7M -$130K -2,010 -3%
KAS
184
Kestra Advisory Services
Texas
$4.66M +$1.04K +16 +0%
FWM
185
FMB Wealth Management
California
$4.51M -$28.4K -438 -0.6%
AL
186
ACAS LLC
California
$4.46M +$314K +4,841 +8%
VPWA
187
Vestia Personal Wealth Advisors
Indiana
$4.38M +$20K +308 +0.5%
WDL
188
Well Done LLC
Michigan
$4.34M +$59.2K +912 +1%
CI
189
Cordant Inc
Oregon
$4.33M +$662K +10,212 +18%
Financial Engines Advisors
190
Financial Engines Advisors
California
$4.27M -$8.56K -132 -0.2%
MFAM
191
M Financial Asset Management
Oregon
$4.26M +$20K +309 +0.5%
IWM
192
IHT Wealth Management
Illinois
$4.25M +$1.53M +23,699 +56%
Susquehanna International Group
193
Susquehanna International Group
Pennsylvania
$4.23M -$1.9M -29,346 -31%
AC
194
Apella Capital
Connecticut
$4.18M -$48.9K -765 -1%
STCOSD
195
Sageworth Trust Company of South Dakota
South Dakota
$4.15M +$683K +10,537 +20%
KAM
196
Kraft Asset Management
Tennessee
$4.14M -$6.62K -102 -0.2%
Thrivent Financial for Lutherans
197
Thrivent Financial for Lutherans
Minnesota
$3.93M -$20.1M -309,544 -84%
FWTB
198
First Western Trust Bank
Colorado
$3.91M -$263K -4,049 -6%
DWS
199
Discipline Wealth Solutions
South Carolina
$3.87M +$519K +7,997 +15%
HI
200
Harper Investing
California
$3.84M +$665K +10,254 +21%
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8
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