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Dimensional US Small Cap ETF
DFAS

Overview Fund Activity

358 hedge funds and large institutions have $2.42B invested in Dimensional US Small Cap ETF in 2022 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 125 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+40
Holders Change %
+12.58%
% of All Funds
6.05%
Holding in Top 10
47
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.17%
% of All Funds
0.79%
New
70
Increased
125
Reduced
88
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMWA
1
Forvis Mazars Wealth Advisors
Missouri
$24.8M
2
Creative Planning
2
Creative Planning
Kansas
$366M
3
MAM
3
McLean Asset Management
Virginia
$16.9M
4
MSWMA
4
Market Street Wealth Management Advisors
Indiana
$12.6M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
IFA
1
Index Fund Advisors
California
$318M
2
MWA
2
Monograph Wealth Advisors
California
$9.99M
3
CCM
3
Carlson Capital Management
Minnesota
$14.1M
4
AF
4
Advisornet Financial
Minnesota
$8.56M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Merriman Wealth Management
Washington
$596K -$288 -6 -0%
IFWM
202
Institute for Wealth Management
Colorado
$595K – – –
ASFA
203
All Season Financial Advisors
Colorado
$591K +$591K +12,321 New
Stifel Financial
204
Stifel Financial
Missouri
$584K +$67.8K +1,413 +13%
SEI Investments
205
SEI Investments
Pennsylvania
$578K -$16K -333 -3%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$549K -$79.7K -1,657 -13%
RWA
207
RGT Wealth Advisors
Texas
$543K -$205K -4,280 -27%
CAMG
208
CWA Asset Management Group
Florida
$524K +$192 +4 +0%
AWA
209
Arete Wealth Advisors
Illinois
$519K +$1.01K +21 +0.2%
AC
210
AWM Capital
Arizona
$518K +$96.6K +2,014 +23%
CWM
211
Congress Wealth Management
Massachusetts
$501K -$1.43M -29,860 -74%
CFG
212
Citizens Financial Group
Rhode Island
$500K +$1.39K +29 +0.3%
PP
213
PrairieView Partners
Minnesota
$499K -$719 -15 -0.1%
SC
214
Sawyer & Company
Massachusetts
$479K – – –
OPS
215
Orion Portfolio Solutions
Nebraska
$473K +$165K +3,448 +54%
MA
216
MUFG Americas
New York
$458K – – –
WWM
217
Western Wealth Management
Colorado
$456K +$456K +9,453 New
Financial Engines Advisors
218
Financial Engines Advisors
California
$455K +$248K +5,162 +119%
SHWM
219
Silicon Hills Wealth Management
Texas
$453K +$453K +9,434 New
AWS
220
Atria Wealth Solutions
New York
$452K +$76.9K +1,603 +20%
KeyBank National Association
221
KeyBank National Association
Ohio
$445K – – –
MCA
222
Maryland Capital Advisors
Maryland
$445K +$287K +5,972 +181%
KS
223
Karpas Strategies
Connecticut
$438K -$5.29K -110 -1%
KCPG
224
Kavar Capital Partners Group
Kansas
$434K +$1.2K +25 +0.3%
Janney Montgomery Scott
225
Janney Montgomery Scott
Pennsylvania
$434K +$434K +8,912 New
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9
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